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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WLK icon
276
Westlake Corp
WLK
$9.98B
$296K 0.08%
2,550
– –
LQDT icon
277
Liquidity Services
LQDT
$1.33B
$295K 0.08%
22,425
-500
-2% -$6.8K
MCD icon
278
McDonald's
MCD
$194B
$294K 0.08%
1,052
– –
SBH icon
279
Sally Beauty Holdings
SBH
$1.51B
$292K 0.08%
18,725
– –
CVX icon
280
Chevron
CVX
$386B
$287K 0.07%
1,758
– –
HOLI
281
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$287K 0.07%
16,550
-700
-4% -$12.6K
AXP icon
282
American Express
AXP
$230B
$285K 0.07%
1,725
– –
AFL icon
283
Aflac
AFL
$60.3B
$280K 0.07%
4,339
– –
NGG icon
284
National Grid
NGG
$81.2B
$273K 0.07%
4,262
– –
NVS icon
285
Novartis
NVS
$290B
$272K 0.07%
2,953
-200
-6% -$17.5K
JCI icon
286
Johnson Controls International
JCI
$93.1B
$269K 0.07%
4,475
– –
TX icon
287
Ternium
TX
$10.8B
$268K 0.07%
6,500
– –
NVDA icon
288
NVIDIA
NVDA
$5.43T
$268K 0.07%
9,650
– –
ARCO icon
289
Arcos Dorados Holdings
ARCO
$1.67B
$266K 0.07%
34,452
-719
-2% -$5.91K
TROX icon
290
Tronox
TROX
$968M
$263K 0.07%
18,300
– –
SPSB icon
291
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$263K 0.07%
8,881
+677
+8% +$20K
VCSH icon
292
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$262K 0.07%
3,441
+258
+8% +$19.5K
NWL icon
293
Newell Brands
NWL
$2.57B
$259K 0.07%
20,829
-10
-0% -$141
KN icon
294
Knowles
KN
$3.32B
$257K 0.07%
15,100
– –
PG icon
295
Procter & Gamble
PG
$335B
$253K 0.07%
1,703
– –
SNN icon
296
Smith & Nephew
SNN
$12.4B
$252K 0.07%
9,034
– –
DHI icon
297
D.R. Horton
DHI
$40.7B
$252K 0.07%
2,581
– –
MOD icon
298
Modine Manufacturing
MOD
$10.8B
$250K 0.07%
10,850
– –
VEA icon
299
Vanguard FTSE Developed Markets ETF
VEA
$238B
$247K 0.06%
5,469
– –
MMI icon
300
Marcus & Millichap
MMI
$1.17B
$243K 0.06%
7,575
-315
-4% -$10.9K
10 11
12
13 14

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
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.