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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMP icon
476
Compass Minerals
CMP
$1.13B
$65.1K 0.02%
1,914
– –
PNR icon
477
Pentair
PNR
$10.7B
$64.6K 0.02%
1,000
– –
NBR icon
478
Nabors Industries
NBR
$1.3B
$63.4K 0.02%
682
– –
MORT icon
479
VanEck Mortgage REIT Income ETF
MORT
$374M
$63.1K 0.02%
5,258
– –
USHY icon
480
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$63.1K 0.02%
1,788
– –
IEMG icon
481
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$62.9K 0.02%
1,276
– –
CNDT icon
482
Conduent
CNDT
$246M
$62.5K 0.02%
18,391
– –
IDV icon
483
iShares International Select Dividend ETF
IDV
$8.52B
$62.1K 0.02%
2,358
– –
HIG icon
484
Hartford Financial Services
HIG
$38.1B
$62K 0.02%
861
– –
XLC icon
485
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$61.9K 0.02%
951
– –
HOFT icon
486
Hooker Furnishings Corp
HOFT
$163M
$61.6K 0.02%
3,300
– –
CMI icon
487
Cummins
CMI
$87.1B
$60.8K 0.02%
248
– –
FPE icon
488
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$59.6K 0.02%
3,731
– –
SPHR icon
489
Sphere Entertainment
SPHR
$5.83B
$58.9K 0.01%
2,150
– –
STT icon
490
State Street
STT
$51.4B
$58.5K 0.01%
800
– –
ODP
491
DELISTED
ODP
ODP
$58.5K 0.01%
1,250
– –
KEX icon
492
Kirby Corp
KEX
$7B
$57.7K 0.01%
750
– –
QQQ icon
493
Invesco QQQ Trust
QQQ
$478B
$57.5K 0.01%
156
+71
+84% +$23.9K
FISV
494
Fiserv Inc
FISV
$28B
$57.3K 0.01%
454
-144
-24% -$17K
DFAX icon
495
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$57.2K 0.01%
2,452
– –
IDLV icon
496
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
$57.1K 0.01%
2,089
– –
QYLD icon
497
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$56.9K 0.01%
3,204
– –
SUP
498
DELISTED
Superior Industries International
SUP
$56.5K 0.01%
15,700
– –
HNDL icon
499
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$635M
$56.4K 0.01%
2,772
– –
SMP icon
500
Standard Motor Products
SMP
$889M
$56.3K 0.01%
1,500
– –
18 19
20
21 22

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.