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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
IGV icon
576
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$34.3K 0.01%
670
– –
FFTI
577
DELISTED
FormulaFolios Tactical Income ETF
FFTI
$33.9K 0.01%
1,669
– –
UNVR
578
DELISTED
Univar Solutions Inc.
UNVR
$33.9K 0.01%
1,067
– –
ATCO
579
DELISTED
Atlas Corp.
ATCO
$33.7K 0.01%
2,200
– –
SPIP icon
580
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$33.7K 0.01%
1,309
– –
SHW icon
581
Sherwin-Williams
SHW
$87.8B
$33.5K 0.01%
141
– –
WDC icon
582
Western Digital
WDC
$168B
$33.4K 0.01%
1,401
– –
TOTL icon
583
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$32.9K 0.01%
822
– –
VNQ icon
584
Vanguard Real Estate ETF
VNQ
$39.1B
$32.9K 0.01%
399
– –
SKM icon
585
SK Telecom
SKM
$14.1B
$32.5K 0.01%
1,576
– –
GOVT icon
586
iShares US Treasury Bond ETF
GOVT
$43.8B
$32.3K 0.01%
1,422
+239
+20% +$5.43K
CECO icon
587
Ceco Environmental
CECO
$4.5B
$32.3K 0.01%
2,762
– –
IJH icon
588
iShares Core S&P Mid-Cap ETF
IJH
$128B
$32.2K 0.01%
665
– –
DFUV icon
589
Dimensional US Marketwide Value ETF
DFUV
$16B
$31.9K 0.01%
954
– –
DXC icon
590
DXC Technology
DXC
$1.79B
$31.9K 0.01%
1,204
– –
DOV icon
591
Dover
DOV
$27.8B
$31.6K 0.01%
233
– –
IEUR icon
592
iShares Core MSCI Europe ETF
IEUR
$9.15B
$31.5K 0.01%
664
– –
DG icon
593
Dollar General
DG
$26.9B
$30.5K 0.01%
124
– –
CS
594
DELISTED
Credit Suisse Group
CS
$30.4K 0.01%
9,993
-1,500
-13% -$5.84K
OGN icon
595
Organon & Co
OGN
$3.6B
$30.4K 0.01%
1,087
– –
LPL icon
596
LG Display
LPL
$3.37B
$30.3K 0.01%
6,100
– –
TJX icon
597
TJX Companies
TJX
$170B
$30.2K 0.01%
379
– –
MMP
598
DELISTED
Magellan Midstream Partners, L.P.
MMP
$30.1K 0.01%
600
– –
BSX icon
599
Boston Scientific
BSX
$74.9B
$30.1K 0.01%
650
– –
NOV icon
600
NOV
NOV
$7.36B
$29.2K 0.01%
1,400
– –
22 23
24
25 26

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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 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.