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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
AMAT icon
776
Applied Materials
AMAT
$424B
$9.83K ﹤0.01%
80
-1
-1% -$115
IUSB icon
777
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$9.69K ﹤0.01%
210
– –
VTWO icon
778
Vanguard Russell 2000 ETF
VTWO
$17.5B
$9.66K ﹤0.01%
134
– –
RYN icon
779
Rayonier
RYN
$6.54B
$9.64K ﹤0.01%
320
– –
PII icon
780
Polaris
PII
$3.91B
$9.63K ﹤0.01%
87
– –
IYG icon
781
iShares US Financial Services ETF
IYG
$2.24B
$9.51K ﹤0.01%
189
– –
PFG icon
782
Principal Financial Group
PFG
$24.6B
$9.36K ﹤0.01%
126
– –
XAR icon
783
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$9.35K ﹤0.01%
80
– –
MASI
784
DELISTED
Masimo
MASI
$9.23K ﹤0.01%
50
– –
SB icon
785
Safe Bulkers
SB
$781M
$9.22K ﹤0.01%
2,500
– –
CXW icon
786
CoreCivic
CXW
$3.13B
$9.2K ﹤0.01%
1,000
– –
CLOU icon
787
Global X Cloud Computing ETF
CLOU
$281M
$9.18K ﹤0.01%
500
– –
IEX icon
788
IDEX
IEX
$17.6B
$9.01K ﹤0.01%
39
– –
IWP icon
789
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$8.92K ﹤0.01%
98
– –
EFAS icon
790
Global X MSCI SuperDividend EAFE ETF
EFAS
$53.9M
$8.86K ﹤0.01%
642
– –
CPRT icon
791
Copart
CPRT
$27.2B
$8.72K ﹤0.01%
232
– –
NAT icon
792
Nordic American Tanker
NAT
$1.4B
$8.71K ﹤0.01%
2,200
– –
CS
793
DELISTED
Credit Suisse Group
CS
$8.62K ﹤0.01%
9,686
-307
-3% -$856
MKTX icon
794
MarketAxess Holdings
MKTX
$5.72B
$8.61K ﹤0.01%
22
– –
PDBC icon
795
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$8.59K ﹤0.01%
604
– –
IGIB icon
796
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$8.51K ﹤0.01%
166
– –
INVH icon
797
Invitation Homes
INVH
$18B
$8.46K ﹤0.01%
271
– –
LQDH icon
798
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$541M
$8.43K ﹤0.01%
92
– –
KLAC icon
799
KLA
KLAC
$274B
$8.38K ﹤0.01%
210
-20
-9% -$788
WELL icon
800
Welltower
WELL
$169B
$8.32K ﹤0.01%
116
– –
30 31
32
33 34

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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.