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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
HOLI
276
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$283K 0.08%
17,250
– –
VOD icon
277
Vodafone
VOD
$37.2B
$281K 0.08%
27,723
-463
-2% -$5.2K
GE icon
278
GE Aerospace
GE
$378B
$277K 0.08%
5,311
-32
-0.6% -$1.57K
MCD icon
279
McDonald's
MCD
$194B
$277K 0.08%
1,052
+27
+3% +$7.12K
NWL icon
280
Newell Brands
NWL
$2.57B
$273K 0.07%
20,839
+225
+1% +$3.07K
MMI icon
281
Marcus & Millichap
MMI
$1.17B
$272K 0.07%
7,890
– –
MGK icon
282
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$267K 0.07%
7,765
+15
+0.2% +$537
WLK icon
283
Westlake Corp
WLK
$9.98B
$261K 0.07%
2,550
– –
PG icon
284
Procter & Gamble
PG
$335B
$258K 0.07%
1,703
+44
+3% +$6.17K
BCS icon
285
Barclays
BCS
$94.3B
$258K 0.07%
33,025
– –
AXP icon
286
American Express
AXP
$230B
$255K 0.07%
1,725
-3
-0.2% -$445
LAZ icon
287
Lazard
LAZ
$4.22B
$255K 0.07%
7,350
– –
TROX icon
288
Tronox
TROX
$965M
$251K 0.07%
18,300
– –
KN icon
289
Knowles
KN
$3.32B
$248K 0.07%
15,100
– –
SNN icon
290
Smith & Nephew
SNN
$12.4B
$243K 0.07%
9,034
+8,975
+15,212% +$225K
COP icon
291
ConocoPhillips
COP
$151B
$243K 0.07%
2,058
– –
NGG icon
292
National Grid
NGG
$81.4B
$242K 0.07%
4,262
-72
-2% -$3.85K
SPSB icon
293
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$241K 0.07%
8,204
+589
+8% +$17.2K
PTEN icon
294
Patterson-UTI
PTEN
$4.2B
$240K 0.06%
14,225
-400
-3% -$6.6K
VCSH icon
295
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$239K 0.06%
3,183
+227
+8% +$17K
TEVA icon
296
Teva Pharmaceuticals
TEVA
$43.3B
$236K 0.06%
25,841
-225
-0.9% -$1.96K
SBH icon
297
Sally Beauty Holdings
SBH
$1.5B
$234K 0.06%
18,725
– –
HPE icon
298
Hewlett Packard
HPE
$74.1B
$234K 0.06%
14,631
– –
DHI icon
299
D.R. Horton
DHI
$40.6B
$230K 0.06%
2,581
– –
VEA icon
300
Vanguard FTSE Developed Markets ETF
VEA
$238B
$230K 0.06%
5,469
+211
+4% +$8.55K
10 11
12
13 14

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NCA
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MCM
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FGAM
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AAS
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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.