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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
IYW icon
851
iShares US Technology ETF
IYW
$25.7B
$6.11K ﹤0.01%
82
– –
IR icon
852
Ingersoll Rand
IR
$32.7B
$6.06K ﹤0.01%
116
– –
CHD icon
853
Church & Dwight Co
CHD
$24B
$5.96K ﹤0.01%
74
– –
SPR
854
DELISTED
Spirit AeroSystems
SPR
$5.92K ﹤0.01%
200
– –
BNED icon
855
Barnes & Noble Education
BNED
$424M
$5.91K ﹤0.01%
34
– –
PK icon
856
Park Hotels & Resorts
PK
$3.03B
$5.89K ﹤0.01%
500
– –
DTE icon
857
DTE Energy
DTE
$29B
$5.88K ﹤0.01%
50
– –
FAST icon
858
Fastenal
FAST
$58.9B
$5.87K ﹤0.01%
248
– –
SCCO icon
859
Southern Copper
SCCO
$158B
$5.74K ﹤0.01%
104
– –
IDXX icon
860
Idexx Laboratories
IDXX
$44.7B
$5.71K ﹤0.01%
14
– –
CFG icon
861
Citizens Financial Group
CFG
$31.2B
$5.71K ﹤0.01%
145
– –
TER icon
862
Teradyne
TER
$64.2B
$5.59K ﹤0.01%
64
– –
XBI icon
863
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$5.56K ﹤0.01%
67
– –
NIO icon
864
NIO
NIO
$11.3B
$5.46K ﹤0.01%
560
– –
JHEM icon
865
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.03B
$5.45K ﹤0.01%
235
– –
DLR icon
866
Digital Realty Trust
DLR
$73.1B
$5.42K ﹤0.01%
54
– –
PDP icon
867
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$5.33K ﹤0.01%
75
– –
CPAY icon
868
Corpay
CPAY
$27.9B
$5.33K ﹤0.01%
29
– –
SBAC icon
869
SBA Communications
SBAC
$19.8B
$5.33K ﹤0.01%
19
– –
NGVT icon
870
Ingevity
NGVT
$2.59B
$5.28K ﹤0.01%
75
– –
SGOV icon
871
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$5.21K ﹤0.01%
+52
New +$5.21K
EXAS
872
DELISTED
Exact Sciences
EXAS
$5.15K ﹤0.01%
104
– –
HAPN
873
Happen Inc
HAPN
$2.27B
$5.06K ﹤0.01%
575
– –
UDR icon
874
UDR
UDR
$12.2B
$5.04K ﹤0.01%
130
– –
AVGO icon
875
Broadcom
AVGO
$1.99T
$5.03K ﹤0.01%
90
– –
33 34
35
36 37

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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.