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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
VRN
551
DELISTED
Veren
VRN
$39.3K 0.01%
5,500
– –
KRE icon
552
State Street SPDR S&P Regional Banking ETF
KRE
$4.67B
$39.1K 0.01%
666
– –
VECO icon
553
Veeco
VECO
$3.28B
$39K 0.01%
2,100
– –
ESGU icon
554
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
$38.1K 0.01%
450
– –
TBRG
555
DELISTED
TruBridge
TBRG
$38.1K 0.01%
1,400
– –
UNH icon
556
UnitedHealth
UNH
$358B
$37.6K 0.01%
71
+24
+51% +$12.7K
WY icon
557
Weyerhaeuser
WY
$17.9B
$37.6K 0.01%
1,213
– –
SLQD icon
558
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$37.3K 0.01%
780
– –
MA icon
559
Mastercard
MA
$497B
$37.2K 0.01%
107
– –
WU icon
560
Western Union
WU
$2.34B
$37.2K 0.01%
2,700
– –
VGSH icon
561
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$36.9K 0.01%
639
– –
WTW icon
562
Willis Towers Watson
WTW
$31B
$36.9K 0.01%
151
– –
NOC icon
563
Northrop Grumman
NOC
$81.6B
$36.6K 0.01%
67
– –
CCI icon
564
Crown Castle
CCI
$32.2B
$36.5K 0.01%
269
– –
SNV
565
DELISTED
Synovus
SNV
$36.4K 0.01%
970
– –
LEN icon
566
Lennar Class A
LEN
$21.1B
$36.2K 0.01%
413
– –
REZI icon
567
Resideo Technologies
REZI
$3.1B
$36.2K 0.01%
2,200
– –
O icon
568
Realty Income
O
$59.6B
$36.2K 0.01%
570
-423
-43% -$26.3K
TLT icon
569
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$36.1K 0.01%
363
+6
+2% +$605
PFGC icon
570
Performance Food Group
PFGC
$16.4B
$36K 0.01%
616
– –
SUSA icon
571
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
$35.5K 0.01%
431
– –
SPYX icon
572
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.89B
$35.5K 0.01%
1,140
– –
CRBN icon
573
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
$35.2K 0.01%
255
– –
IGM icon
574
iShares Expanded Tech Sector ETF
IGM
$10.9B
$34.7K 0.01%
744
– –
ADNT icon
575
Adient
ADNT
$1.54B
$34.6K 0.01%
997
– –
21 22
23
24 25

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AAS
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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.