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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
VCLT icon
476
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.8B
$63.8K 0.02%
843
– –
FPE icon
477
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$62.7K 0.02%
3,731
– –
STT icon
478
State Street
STT
$52.2B
$62.1K 0.02%
800
– –
HOFT icon
479
Hooker Furnishings Corp
HOFT
$158M
$61.7K 0.02%
3,300
– –
USHY icon
480
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$61.6K 0.02%
1,784
+42
+2% +$1.45K
MORT icon
481
VanEck Mortgage REIT Income ETF
MORT
$376M
$61.4K 0.02%
5,258
– –
CTSH icon
482
Cognizant
CTSH
$26.7B
$61K 0.02%
1,067
– –
FISV
483
Fiserv Inc
FISV
$29.5B
$60.4K 0.02%
598
– –
WWW icon
484
Wolverine World Wide
WWW
$1.63B
$60.1K 0.02%
5,500
– –
CMI icon
485
Cummins
CMI
$87B
$60.1K 0.02%
248
-2
-0.8% -$476
HNI icon
486
HNI Corp
HNI
$3.56B
$59.7K 0.02%
2,100
– –
THS
487
DELISTED
Treehouse Foods
THS
$59.3K 0.02%
1,200
– –
IEMG icon
488
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$58.7K 0.02%
1,258
– –
KBAL
489
DELISTED
Kimball International
KBAL
$58.5K 0.02%
9,000
– –
V icon
490
Visa
V
$682B
$58.4K 0.02%
281
– –
TUP
491
DELISTED
Tupperware Brands Corporation
TUP
$57.6K 0.02%
13,925
-125
-0.9% -$670
COST icon
492
Costco
COST
$427B
$57.5K 0.02%
126
+13
+12% +$6.35K
DE icon
493
Deere & Co
DE
$165B
$57.5K 0.02%
134
– –
DNP icon
494
DNP Select Income Fund
DNP
$4.11B
$57.3K 0.02%
5,092
– –
ODP
495
DELISTED
ODP
ODP
$56.9K 0.02%
1,250
– –
BMY icon
496
Bristol-Myers Squibb
BMY
$132B
$56.6K 0.02%
787
– –
GOOG icon
497
Alphabet (Google) Class C
GOOG
$4.21T
$56.6K 0.02%
638
-4
-0.6% -$382
MLKN icon
498
MillerKnoll
MLKN
$1.62B
$56.5K 0.02%
2,688
-96
-3% -$1.92K
AUB icon
499
Atlantic Union Bankshares
AUB
$6.09B
$56.2K 0.02%
1,600
– –
VMBS icon
500
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$56.2K 0.02%
1,234
+279
+29% +$12.6K
18 19
20
21 22

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NCA
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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
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.