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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+10.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$370M
AUM Growth
+$43.1M
Cap. Flow
+$10.3M
Cap. Flow %
2.78%
Top 10 Hldgs %
17.65%
Holding
1,167
New
15
Increased
142
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
IP icon
International Paper
IP
+$1.01M
2
WBA
Walgreens Boots Alliance
WBA
+$637K
3
FTCS icon
First Trust Capital Strength ETF
FTCS
+$535K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$502K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$487K

Top Sells

Rank Stock Value
1
ADEA icon
Adeia
ADEA
+$1.45M
2
HNGR
Hanger Inc.
HNGR
+$521K
3
CF icon
CF Industries
CF
+$130K
4
SPTN
SpartanNash
SPTN
+$58.6K
5
KSS icon
Kohl's
KSS
+$44.6K

Sector Composition

Rank Sector Weight
1 Financials 9.96%
2 Consumer Discretionary 8.58%
3 Technology 5.88%
4 Industrials 5.72%
5 Materials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
251
Travelers Companies
TRV
$78.3B
$354K 0.1%
1,887
– –
IRM icon
252
Iron Mountain
IRM
$36.4B
$347K 0.09%
6,954
– –
JBL icon
253
Jabil
JBL
$37.4B
$343K 0.09%
5,033
– –
TGI
254
DELISTED
Triumph Group
TGI
$332K 0.09%
31,585
-440
-1% -$4.55K
PHG icon
255
Philips
PHG
$26.4B
$332K 0.09%
25,852
+17,956
+227% +$217K
BSAC icon
256
Banco Santander Chile
BSAC
$16.5B
$331K 0.09%
20,925
+600
+3% +$8.94K
GVA icon
257
Granite Construction
GVA
$5.49B
$329K 0.09%
9,373
-50
-0.5% -$1.64K
ERIC icon
258
Ericsson
ERIC
$33B
$326K 0.09%
55,900
+300
+0.5% +$1.8K
LQDT icon
259
Liquidity Services
LQDT
$1.31B
$322K 0.09%
22,925
– –
DINO icon
260
HF Sinclair
DINO
$15.2B
$322K 0.09%
6,200
– –
HSBC icon
261
HSBC
HSBC
$355B
$320K 0.09%
10,266
– –
FCNCA icon
262
First Citizens BancShares
FCNCA
$25.4B
$319K 0.09%
421
– –
ABBV icon
263
AbbVie
ABBV
$442B
$316K 0.09%
1,957
– –
CVX icon
264
Chevron
CVX
$386B
$316K 0.09%
1,758
+22
+1% +$3.84K
AFL icon
265
Aflac
AFL
$60.7B
$312K 0.08%
4,339
-124
-3% -$8.3K
LNC icon
266
Lincoln National
LNC
$8.51B
$310K 0.08%
10,075
+8,775
+675% +$348K
SPLK
267
DELISTED
Splunk Inc
SPLK
$307K 0.08%
3,564
– –
F icon
268
Ford
F
$55.7B
$303K 0.08%
26,064
-2,199
-8% -$28.3K
BABA icon
269
Alibaba
BABA
$306B
$300K 0.08%
3,409
-525
-13% -$41.4K
QCOM icon
270
Qualcomm
QCOM
$171B
$298K 0.08%
2,710
– –
ARCO icon
271
Arcos Dorados Holdings
ARCO
$1.67B
$294K 0.08%
35,171
-513
-1% -$3.84K
IEFA icon
272
iShares Core MSCI EAFE ETF
IEFA
$195B
$291K 0.08%
4,721
– –
KOP icon
273
Koppers
KOP
$870M
$288K 0.08%
10,200
– –
JCI icon
274
Johnson Controls International
JCI
$93.7B
$286K 0.08%
4,475
– –
NVS icon
275
Novartis
NVS
$294B
$286K 0.08%
3,153
– –
9 10
11
12 13

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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q4 2022 Portfolio in Review

As of Q4 2022, Investors Research Corp held 1,167 positions worth $370M, up 13% from $327M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2022: portfolio turnover was 3.2%. Investors Research Corp opened 15 new positions and exited 22, leaving the 1,167-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 10% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2022 buy was Xperi: 8,586 shares worth $73.9K.
  • Investors Research Corp added most to International Paper in Q4 2022, an estimated $1.01M increase.
  • Investors Research Corp's biggest Q4 2022 reduction was Adeia, cutting an estimated $1.45M.
  • Investors Research Corp fully exited Hanger Inc. in Q4 2022, selling an estimated $521K.
  • Investors Research Corp's ten largest holdings make up 18% of its $370M portfolio in Q4 2022.
  • Investors Research Corp opened 15 new positions and closed 22 in Q4 2022.
  • Investors Research Corp's portfolio value rose 13% quarter-over-quarter to $370M.

Based on Investors Research Corp's 13F filing for Q4 2022, filed 6 Feb 2023.