We are live on ! Find out more
IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$2.5M
Cap. Flow
+$85.2K
Cap. Flow %
0.05%
Top 10 Hldgs %
10.12%
Holding
352
New
15
Increased
38
Reduced
203
Closed
12

Top Buys

Rank Stock Value
1
NLSN
Nielsen Holdings plc
NLSN
+$1.11M
2
WHR icon
Whirlpool
WHR
+$902K
3
IVZ icon
Invesco
IVZ
+$892K
4
ING icon
ING
ING
+$843K
5
HNGR
Hanger Inc.
HNGR
+$662K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$956K
2
SYNT
Syntel Inc
SYNT
+$647K
3
NVRI icon
Enviri
NVRI
+$624K
4
DBI icon
Designer Brands
DBI
+$541K
5
CROX icon
Crocs
CROX
+$347K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.26%
2 Industrials 15.99%
3 Technology 11.68%
4 Materials 9.1%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPRI icon
1
Capri Holdings
CPRI
$1.88B
$1.91M 1.09%
27,877
-1,018
-4% -$71.3K
CF icon
2
CF Industries
CF
$18.9B
$1.89M 1.08%
34,775
-1,200
-3% -$57.9K
UFS
3
DELISTED
DOMTAR CORPORATION (New)
UFS
$1.89M 1.08%
36,125
-925
-2% -$46.6K
INTC icon
4
Intel
INTC
$435B
$1.83M 1.05%
38,754
-565
-1% -$27.5K
AEO icon
5
American Eagle Outfitters
AEO
$3.04B
$1.83M 1.05%
73,800
-2,600
-3% -$65.8K
DPLO
6
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$1.79M 1.02%
92,027
-3,123
-3% -$66.5K
MSFT icon
7
Microsoft
MSFT
$2.92T
$1.74M 1%
15,228
+459
+3% +$49.8K
MOS icon
8
The Mosaic Company
MOS
$7.34B
$1.7M 0.97%
52,475
-1,500
-3% -$45.2K
KSS icon
9
Kohl's
KSS
$2.16B
$1.57M 0.9%
21,050
-1,100
-5% -$83.2K
TGT icon
10
Target
TGT
$65.5B
$1.55M 0.89%
17,600
-500
-3% -$41.6K
NTR icon
11
Nutrien
NTR
$33.3B
$1.48M 0.85%
25,615
-1,124
-4% -$62.2K
NRG icon
12
NRG Energy
NRG
$26.9B
$1.43M 0.82%
38,230
-2,000
-5% -$67.1K
M icon
13
Macy's
M
$6.62B
$1.41M 0.81%
40,639
-1,650
-4% -$61.4K
EQNR icon
14
Equinor
EQNR
$90.9B
$1.36M 0.78%
48,250
-1,550
-3% -$40.7K
JBL icon
15
Jabil
JBL
$31.7B
$1.35M 0.77%
49,928
-1,680
-3% -$48.1K
CECO icon
16
Ceco Environmental
CECO
$3.94B
$1.34M 0.77%
170,725
-4,800
-3% -$36.6K
SNY icon
17
Sanofi
SNY
$109B
$1.34M 0.77%
30,040
-768
-2% -$32.8K
RGS icon
18
Regis Corp
RGS
$68.2M
$1.26M 0.72%
3,081
-148
-5% -$56.7K
CSCO icon
19
Cisco
CSCO
$456B
$1.26M 0.72%
25,862
+958
+4% +$43.1K
SIG icon
20
Signet Jewelers
SIG
$3.81B
$1.25M 0.71%
18,900
-450
-2% -$27.7K
KELYA icon
21
Kelly Services Class A
KELYA
$560M
$1.24M 0.71%
51,675
-1,025
-2% -$24.8K
EPAC icon
22
Enerpac Tool Group
EPAC
$1.9B
$1.22M 0.7%
43,775
-950
-2% -$27.4K
CCU icon
23
Compañía de Cervecerías Unidas
CCU
$2.2B
$1.21M 0.69%
43,275
-1,400
-3% -$37.2K
TFC icon
24
Truist Financial
TFC
$64.7B
$1.18M 0.68%
24,362
– –
VSH icon
25
Vishay Intertechnology
VSH
$5.02B
$1.16M 0.66%
56,912
-1,242
-2% -$29.3K
1
2 3 4 5

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

Investors Research Corp's Q3 2018 Portfolio in Review

As of Q3 2018, Investors Research Corp held 352 positions worth $175M, up 1.4% from $172M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q3 2018 filing shows 15 new, 38 increased, 203 reduced and 12 closed positions. Its largest new stake was Nielsen Holdings plc: 41,352 shares worth $1.14M. The largest sale was Chart Industries, an estimated $956K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, down from 16% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q3 2018 buy was Nielsen Holdings plc: 41,352 shares worth $1.14M.
  • Investors Research Corp added most to Companhia Paranaense de Energia (COPEL) in Q3 2018, an estimated $319K increase.
  • Investors Research Corp's biggest Q3 2018 reduction was Enviri, cutting an estimated $624K.
  • Investors Research Corp fully exited Chart Industries in Q3 2018, selling an estimated $956K.
  • Investors Research Corp's ten largest holdings make up 10% of its $175M portfolio in Q3 2018.
  • Investors Research Corp opened 15 new positions and closed 12 in Q3 2018.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $175M.

Based on Investors Research Corp's 13F filing for Q3 2018, filed 14 Nov 2018.