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
+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
EQC
376
DELISTED
Equity Commonwealth
EQC
$134K 0.04%
5,350
– –
NSC icon
377
Norfolk Southern
NSC
$75.9B
$133K 0.04%
541
+41
+8% +$9.7K
ORAN
378
DELISTED
Orange
ORAN
$132K 0.04%
13,364
– –
SLVM icon
379
Sylvamo
SLVM
$1.55B
$131K 0.04%
2,697
-25
-0.9% -$1.2K
GD icon
380
General Dynamics
GD
$106B
$129K 0.03%
518
+37
+8% +$9.03K
LXU icon
381
LSB Industries
LXU
$711M
$128K 0.03%
9,588
– –
HLN icon
382
Haleon
HLN
$43.2B
$126K 0.03%
15,798
-125
-0.8% -$851
TG icon
383
Tredegar Corp
TG
$278M
$124K 0.03%
12,100
– –
HOUS
384
DELISTED
Anywhere Real Estate
HOUS
$123K 0.03%
19,207
-800
-4% -$5.78K
GCO icon
385
Genesco
GCO
$394M
$122K 0.03%
2,650
– –
VCIT icon
386
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$121K 0.03%
1,567
– –
IWF icon
387
iShares Russell 1000 Growth ETF
IWF
$129B
$121K 0.03%
2,260
– –
ELV icon
388
Elevance Health
ELV
$86.4B
$121K 0.03%
235
– –
MU icon
389
Micron Technology
MU
$1.07T
$120K 0.03%
2,400
– –
BNY
390
Bank of New York Mellon
BNY
$110B
$120K 0.03%
2,629
– –
APA icon
391
APA Corp
APA
$14B
$118K 0.03%
2,532
– –
IWD icon
392
iShares Russell 1000 Value ETF
IWD
$84.3B
$116K 0.03%
766
– –
UNP icon
393
Union Pacific
UNP
$177B
$113K 0.03%
546
– –
XLV icon
394
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$113K 0.03%
829
– –
NVT icon
395
nVent Electric
NVT
$27.5B
$112K 0.03%
2,900
– –
PM icon
396
Philip Morris
PM
$294B
$111K 0.03%
1,098
– –
TV icon
397
Televisa
TV
$1.51B
$111K 0.03%
24,364
-700
-3% -$3.63K
XLK icon
398
State Street Technology Select Sector SPDR ETF
XLK
$125B
$110K 0.03%
1,770
– –
GIS icon
399
General Mills
GIS
$20.8B
$110K 0.03%
1,312
– –
BRFS
400
DELISTED
BRF SA
BRFS
$110K 0.03%
69,382
-645
-0.9% -$1.34K
14 15
16
17 18

Similar funds

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
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

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.