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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
CMP icon
451
Compass Minerals
CMP
$1.1B
$78.5K 0.02%
1,914
– –
VPL icon
452
Vanguard FTSE Pacific ETF
VPL
$8.65B
$77.6K 0.02%
1,206
– –
GBX icon
453
The Greenbrier Companies
GBX
$1.42B
$77.1K 0.02%
2,300
– –
OHI icon
454
Omega Healthcare
OHI
$13.9B
$76.3K 0.02%
2,730
– –
ACTG icon
455
Acacia Research
ACTG
$449M
$76.2K 0.02%
18,100
– –
CNDT icon
456
Conduent
CNDT
$252M
$75.3K 0.02%
18,591
– –
VWO icon
457
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$74.9K 0.02%
1,922
+125
+7% +$4.77K
XPER icon
458
Xperi
XPER
$320M
$73.9K 0.02%
+8,586
New +$98.2K
COKE icon
459
Coca-Cola Consolidated
COKE
$12.7B
$71.7K 0.02%
1,400
– –
MDLZ icon
460
Mondelez International
MDLZ
$81.1B
$71.4K 0.02%
1,072
– –
HON icon
461
Honeywell
HON
$74.2B
$71.4K 0.02%
353
-2
-0.6% -$382
LUV icon
462
Southwest Airlines
LUV
$22B
$69.8K 0.02%
2,073
– –
AAL icon
463
American Airlines Group
AAL
$9.97B
$68.1K 0.02%
5,356
– –
XLF icon
464
State Street Financial Select Sector SPDR ETF
XLF
$59.5B
$68.1K 0.02%
1,990
– –
MAGN
465
Magnera Corp
MAGN
$433M
$67.3K 0.02%
1,862
-269
-13% -$11K
SUP
466
DELISTED
Superior Industries International
SUP
$66.3K 0.02%
15,700
– –
LOW icon
467
Lowe's Companies
LOW
$122B
$66.1K 0.02%
332
+85
+34% +$17K
ARNC
468
DELISTED
Arconic Corporation
ARNC
$65.7K 0.02%
3,105
– –
EVCM icon
469
EverCommerce
EVCM
$1.79B
$65.6K 0.02%
8,822
– –
HIG icon
470
Hartford Financial Services
HIG
$37.8B
$65.3K 0.02%
861
– –
SCHP icon
471
Schwab US TIPS ETF
SCHP
$16.2B
$64.9K 0.02%
2,508
– –
CARS icon
472
Cars.com
CARS
$672M
$64.9K 0.02%
4,714
-100
-2% -$1.35K
WYNN icon
473
Wynn Resorts
WYNN
$10.5B
$64.7K 0.02%
785
– –
IDV icon
474
iShares International Select Dividend ETF
IDV
$8.53B
$64K 0.02%
2,358
– –
NUS icon
475
Nu Skin
NUS
$236M
$63.9K 0.02%
1,515
– –
17 18
19
20 21

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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 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.