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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
+3.4%
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
KLAC icon
751
KLA
KLAC
$273B
$10.2K ﹤0.01%
210
– –
VTWO icon
752
Vanguard Russell 2000 ETF
VTWO
$17.4B
$10.1K ﹤0.01%
134
– –
SNCR
753
DELISTED
Synchronoss Technologies
SNCR
$10.1K ﹤0.01%
1,211
– –
FTRI icon
754
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$131M
$10.1K ﹤0.01%
800
– –
IYG icon
755
iShares US Financial Services ETF
IYG
$2.22B
$9.95K ﹤0.01%
189
– –
CLOU icon
756
Global X Cloud Computing ETF
CLOU
$268M
$9.92K ﹤0.01%
500
– –
SXC icon
757
SunCoke Energy
SXC
$790M
$9.8K ﹤0.01%
1,245
– –
XAR icon
758
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$9.72K ﹤0.01%
80
– –
NEXA icon
759
Nexa Resources
NEXA
$1.94B
$9.72K ﹤0.01%
2,000
– –
DVN icon
760
Devon Energy
DVN
$49.5B
$9.67K ﹤0.01%
200
– –
LCUT icon
761
Lifetime Brands
LCUT
$228M
$9.61K ﹤0.01%
1,700
– –
PFG icon
762
Principal Financial Group
PFG
$24.2B
$9.56K ﹤0.01%
126
– –
IUSB icon
763
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$9.55K ﹤0.01%
210
– –
IWP icon
764
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$9.47K ﹤0.01%
98
– –
DIA icon
765
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$9.45K ﹤0.01%
27
+15
+125% +$5.05K
TCOM icon
766
Trip.com Group
TCOM
$28.8B
$9.41K ﹤0.01%
269
– –
CXW icon
767
CoreCivic
CXW
$3.31B
$9.41K ﹤0.01%
1,000
– –
WELL icon
768
Welltower
WELL
$166B
$9.38K ﹤0.01%
116
– –
ILMN icon
769
Illumina
ILMN
$28.9B
$9.38K ﹤0.01%
51
– –
INVH icon
770
Invitation Homes
INVH
$17.7B
$9.32K ﹤0.01%
271
– –
RYN icon
771
Rayonier
RYN
$6.44B
$9.11K ﹤0.01%
320
– –
IYW icon
772
iShares US Technology ETF
IYW
$25.4B
$8.93K ﹤0.01%
82
– –
EW icon
773
Edwards Lifesciences
EW
$53.5B
$8.87K ﹤0.01%
94
– –
VGT icon
774
Vanguard Information Technology ETF
VGT
$149B
$8.84K ﹤0.01%
160
– –
IT icon
775
Gartner
IT
$11.5B
$8.76K ﹤0.01%
25
– –
29 30
31
32 33

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NCA
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CAM
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MCM
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FGAM
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AAS
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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.