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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
+3.94%
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
RHI icon
526
Robert Half
RHI
$4.48B
$48.3K 0.01%
600
– –
CB icon
527
Chubb
CB
$133B
$48K 0.01%
247
– –
CAT icon
528
Caterpillar
CAT
$393B
$47.8K 0.01%
209
– –
VIG icon
529
Vanguard Dividend Appreciation ETF
VIG
$115B
$47.3K 0.01%
307
– –
CATO icon
530
Cato Corp
CATO
$66.7M
$46.9K 0.01%
5,300
– –
BEN icon
531
Franklin Resources
BEN
$17.2B
$45.8K 0.01%
1,700
– –
CE icon
532
Celanese
CE
$4.86B
$45.7K 0.01%
420
– –
CCD
533
Calamos Dynamic Convertible & Income Fund
CCD
$755M
$45.5K 0.01%
+2,138
New +$47.6K
AEM icon
534
Agnico Eagle Mines
AEM
$91.3B
$44.9K 0.01%
880
– –
SJM icon
535
J.M. Smucker
SJM
$12.9B
$44.4K 0.01%
282
– –
VECO icon
536
Veeco
VECO
$3.28B
$44.4K 0.01%
2,100
– –
BA icon
537
Boeing
BA
$182B
$44.2K 0.01%
208
– –
RGS icon
538
Regis Corp
RGS
$70.1M
$43.5K 0.01%
1,959
-15
-0.8% -$415
ITUB icon
539
Itaú Unibanco
ITUB
$80.9B
$43.4K 0.01%
10,096
– –
BIV icon
540
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$43.2K 0.01%
563
– –
NOK icon
541
Nokia
NOK
$59B
$43K 0.01%
8,750
– –
RNP icon
542
Cohen & Steers REIT and Preferred and Income Fund
RNP
$984M
$42.9K 0.01%
2,200
– –
NOBL icon
543
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$42.8K 0.01%
938
– –
DPG
544
Duff & Phelps Utility and Infrastructure Fund
DPG
$531M
$42.7K 0.01%
3,200
– –
DHR icon
545
Danaher
DHR
$143B
$42.3K 0.01%
190
– –
TBRG
546
DELISTED
TruBridge
TBRG
$42.3K 0.01%
1,400
– –
SCHE icon
547
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$42.2K 0.01%
1,721
+34
+2% +$842
IGM icon
548
iShares Expanded Tech Sector ETF
IGM
$10.9B
$42.1K 0.01%
744
– –
LEN icon
549
Lennar Class A
LEN
$21.1B
$42K 0.01%
413
– –
X
550
DELISTED
US Steel
X
$41.8K 0.01%
1,600
– –
20 21
22
23 24

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MCM
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FGAM
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AAS
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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.