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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
IDLV icon
501
Invesco S&P International Developed Low Volatility ETF
IDLV
$343M
$55.9K 0.02%
2,089
– –
EMHY icon
502
iShares JPMorgan EM High Yield Bond ETF
EMHY
$639M
$55.6K 0.02%
1,589
– –
CYH icon
503
Community Health Systems
CYH
$419M
$55.2K 0.01%
12,771
– –
VTI icon
504
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$54.6K 0.01%
286
+1
+0.4% +$193
CB icon
505
Chubb
CB
$133B
$54.5K 0.01%
247
+48
+24% +$9.99K
HNDL icon
506
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$54.3K 0.01%
2,772
– –
PDS
507
Precision Drilling
PDS
$1.06B
$54.1K 0.01%
705
– –
UL icon
508
Unilever
UL
$135B
$53.5K 0.01%
944
– –
DFAX icon
509
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$53K 0.01%
2,452
– –
VNQI icon
510
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$52.9K 0.01%
1,280
– –
TMO icon
511
Thermo Fisher Scientific
TMO
$220B
$52.3K 0.01%
95
– –
SMP icon
512
Standard Motor Products
SMP
$870M
$52.2K 0.01%
1,500
– –
VTEB icon
513
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$52K 0.01%
1,050
– –
MBB icon
514
iShares MBS ETF
MBB
$39.2B
$51.2K 0.01%
552
– –
QYLD icon
515
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$51K 0.01%
3,204
– –
AU icon
516
AngloGold Ashanti
AU
$48.1B
$50.5K 0.01%
2,600
– –
CAT icon
517
Caterpillar
CAT
$393B
$50.1K 0.01%
209
– –
CATO icon
518
Cato Corp
CATO
$66.7M
$49.4K 0.01%
5,300
– –
XLC icon
519
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$48.5K 0.01%
1,010
– –
KEX icon
520
Kirby Corp
KEX
$7.26B
$48.3K 0.01%
750
– –
RGS icon
521
Regis Corp
RGS
$70.1M
$48.2K 0.01%
1,974
-25
-1% -$594
RRC icon
522
Range Resources
RRC
$9.33B
$47.5K 0.01%
1,900
– –
VIG icon
523
Vanguard Dividend Appreciation ETF
VIG
$115B
$46.6K 0.01%
307
– –
AEM icon
524
Agnico Eagle Mines
AEM
$91.3B
$45.8K 0.01%
880
– –
ZNH
525
DELISTED
China Southern Airlines Company Limited
ZNH
$45.4K 0.01%
1,400
– –
19 20
21
22 23

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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.