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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
GOOG icon
476
Alphabet (Google) Class C
GOOG
$4.21T
$66.4K 0.02%
638
– –
CMP icon
477
Compass Minerals
CMP
$1.1B
$65.6K 0.02%
1,914
– –
CRUS icon
478
Cirrus Logic
CRUS
$6.08B
$65.6K 0.02%
600
– –
CTSH icon
479
Cognizant
CTSH
$26.7B
$65K 0.02%
1,067
– –
IDV icon
480
iShares International Select Dividend ETF
IDV
$8.53B
$64.8K 0.02%
2,358
– –
XLF icon
481
State Street Financial Select Sector SPDR ETF
XLF
$59.5B
$64K 0.02%
1,990
– –
HON icon
482
Honeywell
HON
$74.2B
$63.6K 0.02%
353
– –
USHY icon
483
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$63.6K 0.02%
1,788
+4
+0.2% +$141
V icon
484
Visa
V
$682B
$63.4K 0.02%
281
– –
CNDT icon
485
Conduent
CNDT
$252M
$63.1K 0.02%
18,391
-200
-1% -$822
RIG icon
486
Transocean
RIG
$6.39B
$62.9K 0.02%
9,897
– –
AU icon
487
AngloGold Ashanti
AU
$48.1B
$62.9K 0.02%
2,600
– –
COST icon
488
Costco
COST
$427B
$62.6K 0.02%
126
– –
IEMG icon
489
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$62.3K 0.02%
1,276
+18
+1% +$883
CYH icon
490
Community Health Systems
CYH
$419M
$60.6K 0.02%
12,371
-400
-3% -$2.1K
STT icon
491
State Street
STT
$52.2B
$60.6K 0.02%
800
– –
THS
492
DELISTED
Treehouse Foods
THS
$60.5K 0.02%
1,200
– –
HOFT icon
493
Hooker Furnishings Corp
HOFT
$158M
$60K 0.02%
3,300
– –
HIG icon
494
Hartford Financial Services
HIG
$37.8B
$60K 0.02%
861
– –
NUS icon
495
Nu Skin
NUS
$236M
$59.6K 0.02%
1,515
– –
FPE icon
496
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$59.5K 0.02%
3,731
– –
MORT icon
497
VanEck Mortgage REIT Income ETF
MORT
$376M
$59.4K 0.02%
5,258
– –
CMI icon
498
Cummins
CMI
$87B
$59.2K 0.02%
248
– –
VMBS icon
499
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$59K 0.02%
1,268
+34
+3% +$1.58K
HNI icon
500
HNI Corp
HNI
$3.56B
$58.5K 0.02%
2,100
– –
18 19
20
21 22

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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.