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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
(+13%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
17.65%
Holding
1,167
New
15
Increased
142
Reduced
184
Closed
22
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
International Paper
IP
|
+$1.01M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
+$637K |
| 3 |
First Trust Capital Strength ETF
FTCS
|
+$535K |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$502K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$487K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adeia
ADEA
|
+$1.45M |
| 2 |
HNGR
Hanger Inc.
HNGR
|
+$521K |
| 3 |
CF Industries
CF
|
+$130K |
| 4 |
SPTN
SpartanNash
SPTN
|
+$58.6K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Warner Bros
WBD
$69.6B
| $93.3K | 0.03% |
9,843
-61
| -0.6% | -$689 |
|
427
Viatris
VTRS
$18.4B
| $93K | 0.03% |
8,358
-105
| -1% | -$1.1K |
|
428
Corteva
CTVA
$50.6B
| $92.8K | 0.03% |
1,578
| – | – |
|
429
Oracle
ORCL
$450B
| $92.2K | 0.02% |
1,128
+116
| +11% | +$8.82K |
|
430
Sanmina
SANM
$11.1B
| $91.7K | 0.02% |
1,600
-500
| -24% | -$29.6K |
|
431
Pitney Bowes
PBI
$2.28B
| $91.6K | 0.02% |
24,107
| – | – |
|
432
C.H. Robinson
CHRW
$17.5B
| $91.6K | 0.02% |
1,000
| – | – |
|
433
Piper Sandler
PIPR
$5.54B
| $91.1K | 0.02% |
2,800
| – | – |
|
434
Baker Hughes
BKR
$63B
| $90.8K | 0.02% |
3,075
| – | – |
|
435
Oneok
OKE
$58.4B
| $90.6K | 0.02% |
1,379
| – | – |
|
436
CNX Resources
CNX
$5.23B
| $89.3K | 0.02% |
5,300
| – | – |
|
437
NCR Voyix
VYX
$1.17B
| $89K | 0.02% |
6,194
| – | – |
|
438
Halliburton
HAL
$27.4B
| $87.4K | 0.02% |
2,222
| – | – |
|
439
Nexstar Media Group
NXST
$5.81B
| $87K | 0.02% |
497
| – | – |
|
440
Tesla
TSLA
$1.34T
| $86.1K | 0.02% |
699
| – | – |
|
|
CTG
441
DELISTED
Computer Task Group, Inc.
CTG
| $86K | 0.02% |
11,375
| – | – |
|
|
MRSH
442
Marsh
MRSH
$90B
| $85.2K | 0.02% |
515
| – | – |
|
443
Harley-Davidson
HOG
$2.9B
| $84.4K | 0.02% |
2,030
| – | – |
|
444
Perrigo
PRGO
$1.78B
| $84.3K | 0.02% |
2,472
| – | – |
|
|
SCHV
445
Schwab US Large-Cap Value ETF
SCHV
$16.3B
| $84.2K | 0.02% |
3,825
| – | – |
|
446
Vanguard Total Bond Market
BND
$162B
| $83.9K | 0.02% |
1,168
| – | – |
|
447
KT
KT
$9.03B
| $83K | 0.02% |
6,150
| – | – |
|
448
Interface
TILE
$2.24B
| $82.9K | 0.02% |
8,400
| – | – |
|
449
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
| $81.6K | 0.02% |
514
| – | – |
|
450
Arista Networks
ANET
$257B
| $80.9K | 0.02% |
2,668
| – | – |
|
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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.