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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
ZM icon
926
Zoom
ZM
$31.8B
$3.39K ﹤0.01%
50
– –
CHX
927
DELISTED
ChampionX
CHX
$3.36K ﹤0.01%
116
– –
PANW icon
928
Palo Alto Networks
PANW
$322B
$3.35K ﹤0.01%
48
– –
JLL icon
929
Jones Lang LaSalle
JLL
$16.9B
$3.35K ﹤0.01%
21
– –
JKHY icon
930
Jack Henry & Associates
JKHY
$11B
$3.34K ﹤0.01%
19
– –
TEL icon
931
TE Connectivity
TEL
$62.5B
$3.33K ﹤0.01%
29
– –
KIM icon
932
Kimco Realty
KIM
$16.3B
$3.3K ﹤0.01%
156
– –
IIM icon
933
Invesco Value Municipal Income Trust
IIM
$603M
$3.3K ﹤0.01%
274
– –
ASML icon
934
ASML
ASML
$715B
$3.28K ﹤0.01%
6
– –
PRTY
935
DELISTED
Party City Holdco Inc.
PRTY
$3.25K ﹤0.01%
8,900
– –
PLTR icon
936
Palantir
PLTR
$429B
$3.25K ﹤0.01%
506
– –
IXN icon
937
iShares Global Tech ETF
IXN
$9.5B
$3.23K ﹤0.01%
72
– –
DWAS icon
938
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$452M
$3.2K ﹤0.01%
44
– –
NLY icon
939
Annaly Capital Management
NLY
$17.6B
$3.16K ﹤0.01%
150
– –
NNBR icon
940
NN Inc
NNBR
$296M
$3.15K ﹤0.01%
2,100
– –
SUI icon
941
Sun Communities
SUI
$14.6B
$3.15K ﹤0.01%
22
– –
BYND icon
942
Beyond Meat
BYND
$218M
$3.14K ﹤0.01%
255
– –
XP icon
943
XP
XP
$8.19B
$3.13K ﹤0.01%
204
– –
EPP icon
944
iShares MSCI Pacific ex Japan ETF
EPP
$2.25B
$3.12K ﹤0.01%
73
– –
VB icon
945
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$3.12K ﹤0.01%
17
– –
BPOP icon
946
Popular Inc
BPOP
$11.3B
$3.05K ﹤0.01%
46
– –
APPS icon
947
Digital Turbine
APPS
$1.56B
$3.05K ﹤0.01%
200
– –
HYLB icon
948
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$3.03K ﹤0.01%
90
– –
TDAY
949
USA Today Co
TDAY
$1B
$3.03K ﹤0.01%
1,493
– –
JPME icon
950
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$479M
$3.03K ﹤0.01%
36
– –
36 37
38
39 40

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QL
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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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KF
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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.