We are live on ! Find out more
IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCSC icon
651
Scansource
SCSC
$1.05B
$20.7K 0.01%
700
– –
FNDE icon
652
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.96B
$20.7K 0.01%
772
– –
EPC icon
653
Edgewell Personal Care
EPC
$1.32B
$20.7K 0.01%
500
– –
OII icon
654
Oceaneering
OII
$5.05B
$20.6K 0.01%
1,100
– –
ITW icon
655
Illinois Tool Works
ITW
$83.5B
$20.3K 0.01%
81
– –
ABT icon
656
Abbott
ABT
$190B
$20.2K 0.01%
185
+65
+54% +$6.93K
SPIP icon
657
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$20K 0.01%
775
-534
-41% -$14K
XLU icon
658
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$20K 0.01%
610
– –
SWN
659
DELISTED
Southwestern Energy Company
SWN
$19.8K 0.01%
3,300
– –
VGIT icon
660
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$19.8K 0.01%
338
– –
AGG icon
661
iShares Core US Aggregate Bond ETF
AGG
$137B
$19.8K 0.01%
202
– –
IUSV icon
662
iShares Core S&P US Value ETF
IUSV
$27.8B
$19.7K 0.01%
252
– –
AMCX icon
663
AMC Global Media
AMCX
$486M
$19.7K 0.01%
1,650
– –
IAU icon
664
iShares Gold Trust
IAU
$64.8B
$19.7K 0.01%
540
– –
SPAB icon
665
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
$19.6K ﹤0.01%
773
– –
PH icon
666
Parker-Hannifin
PH
$134B
$19.5K ﹤0.01%
50
– –
FNDA icon
667
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
$19.5K ﹤0.01%
772
– –
TTMI icon
668
TTM Technologies
TTMI
$13.8B
$19.5K ﹤0.01%
1,400
– –
TRS icon
669
TriMas Corp
TRS
$1.43B
$19.2K ﹤0.01%
700
– –
FNDF icon
670
Schwab Fundamental International Large Company Index ETF
FNDF
$25.6B
$19.2K ﹤0.01%
594
– –
CAL icon
671
Caleres
CAL
$475M
$19.1K ﹤0.01%
800
– –
SHYG icon
672
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$18.9K ﹤0.01%
455
– –
ARCC icon
673
Ares Capital
ARCC
$14.3B
$18.8K ﹤0.01%
1,000
– –
SSP icon
674
E.W. Scripps
SSP
$307M
$18.5K ﹤0.01%
2,018
– –
SPEM icon
675
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$18.4K ﹤0.01%
535
– –
25 26
27
28 29

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.