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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
CTVA icon
426
Corteva
CTVA
$50.6B
$95.2K 0.02%
1,578
– –
WWW icon
427
Wolverine World Wide
WWW
$1.63B
$93.8K 0.02%
5,500
– –
UNFI icon
428
United Natural Foods
UNFI
$2.94B
$93.5K 0.02%
3,550
– –
VTS icon
429
Vitesse Energy
VTS
$682M
$93.5K 0.02%
+4,915
New +$84.8K
EVCM icon
430
EverCommerce
EVCM
$1.79B
$93.3K 0.02%
8,822
– –
GEHC icon
431
GE HealthCare
GEHC
$33.3B
$92.8K 0.02%
+1,131
New +$80.8K
PBI icon
432
Pitney Bowes
PBI
$2.28B
$92.6K 0.02%
23,807
-300
-1% -$1.26K
XPER icon
433
Xperi
XPER
$320M
$92.5K 0.02%
8,459
-127
-1% -$1.32K
CARS icon
434
Cars.com
CARS
$672M
$89.7K 0.02%
4,648
-66
-1% -$1.12K
VYX icon
435
NCR Voyix
VYX
$1.17B
$89.6K 0.02%
6,194
– –
BKR icon
436
Baker Hughes
BKR
$63B
$88.7K 0.02%
3,075
– –
PRGO icon
437
Perrigo
PRGO
$1.78B
$88.7K 0.02%
2,472
– –
WYNN icon
438
Wynn Resorts
WYNN
$10.5B
$87.8K 0.02%
785
– –
BRFS
439
DELISTED
BRF SA
BRFS
$87.7K 0.02%
68,482
-900
-1% -$1.26K
OKE icon
440
Oneok
OKE
$58.4B
$87.6K 0.02%
1,379
– –
ADP icon
441
Automatic Data Processing
ADP
$110B
$87.5K 0.02%
393
– –
FFBC icon
442
First Financial Bancorp
FFBC
$3.6B
$87.1K 0.02%
4,000
– –
VALE icon
443
Vale
VALE
$58.7B
$86.8K 0.02%
5,500
– –
BND icon
444
Vanguard Total Bond Market
BND
$162B
$86.2K 0.02%
1,168
– –
NXST icon
445
Nexstar Media Group
NXST
$5.81B
$85.8K 0.02%
497
– –
MRSH
446
Marsh
MRSH
$90B
$85.8K 0.02%
515
– –
CNX icon
447
CNX Resources
CNX
$5.23B
$84.9K 0.02%
5,300
– –
SCHV
448
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$83.6K 0.02%
3,825
– –
NBR icon
449
Nabors Industries
NBR
$1.35B
$83.1K 0.02%
682
-12
-2% -$1.82K
VBR icon
450
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$81.6K 0.02%
514
– –
16 17
18
19 20

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CAM
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MCM
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FGAM
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AAS
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KF
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TCP
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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.