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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
CCI icon
576
Crown Castle
CCI
$32.2B
$36K 0.01%
269
– –
DOV icon
577
Dover
DOV
$27.8B
$35.4K 0.01%
233
– –
WTW icon
578
Willis Towers Watson
WTW
$31B
$35.1K 0.01%
151
– –
SPIP icon
579
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$34.9K 0.01%
1,309
– –
IEUR icon
580
iShares Core MSCI Europe ETF
IEUR
$9.15B
$34.8K 0.01%
664
– –
FFTI
581
DELISTED
FormulaFolios Tactical Income ETF
FFTI
$34.7K 0.01%
1,669
– –
TUP
582
DELISTED
Tupperware Brands Corporation
TUP
$34.3K 0.01%
13,700
-225
-2% -$830
NTCO
583
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$33.9K 0.01%
6,502
– –
GOVT icon
584
iShares US Treasury Bond ETF
GOVT
$43.8B
$33.9K 0.01%
1,451
+29
+2% +$670
TOTL icon
585
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$33.7K 0.01%
822
– –
UNH icon
586
UnitedHealth
UNH
$358B
$33.6K 0.01%
71
– –
IJH icon
587
iShares Core S&P Mid-Cap ETF
IJH
$128B
$33.3K 0.01%
665
– –
MTB icon
588
M&T Bank
MTB
$36.6B
$33.1K 0.01%
277
– –
MMP
589
DELISTED
Magellan Midstream Partners, L.P.
MMP
$32.6K 0.01%
600
– –
SKM icon
590
SK Telecom
SKM
$14.1B
$32.3K 0.01%
1,576
– –
DFUV icon
591
Dimensional US Marketwide Value ETF
DFUV
$16B
$31.9K 0.01%
954
– –
VNQ icon
592
Vanguard Real Estate ETF
VNQ
$39.1B
$31.7K 0.01%
382
-17
-4% -$1.46K
SHW icon
593
Sherwin-Williams
SHW
$87.8B
$31.7K 0.01%
141
– –
BRSL
594
Brightstar Lottery PLC
BRSL
$2.15B
$31.7K 0.01%
1,181
– –
LGF.B
595
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$31.4K 0.01%
3,025
– –
VIRT icon
596
Virtu Financial
VIRT
$5.05B
$31.2K 0.01%
+1,650
New +$31.7K
NOC icon
597
Northrop Grumman
NOC
$81.6B
$30.9K 0.01%
67
– –
DXC icon
598
DXC Technology
DXC
$1.79B
$30.8K 0.01%
1,204
– –
WU icon
599
Western Union
WU
$2.34B
$30.1K 0.01%
2,700
– –
FNDX icon
600
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$30K 0.01%
1,638
+102
+7% +$1.87K
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 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.