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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
SUI icon
926
Sun Communities
SUI
$14.5B
$2.87K ﹤0.01%
22
– –
KTOS icon
927
Kratos Defense & Security Solutions
KTOS
$12B
$2.87K ﹤0.01%
200
– –
EXR icon
928
Extra Space Storage
EXR
$31B
$2.83K ﹤0.01%
19
– –
ECL icon
929
Ecolab
ECL
$79.8B
$2.8K ﹤0.01%
15
– –
BPOP icon
930
Popular Inc
BPOP
$11.2B
$2.78K ﹤0.01%
46
– –
JVA icon
931
Coffee Holding Co
JVA
$19.9M
$2.78K ﹤0.01%
2,000
– –
PINS icon
932
Pinterest
PINS
$13.4B
$2.73K ﹤0.01%
100
– –
DKNG icon
933
DraftKings
DKNG
$12.6B
$2.66K ﹤0.01%
100
– –
TISI icon
934
Team
TISI
$104M
$2.66K ﹤0.01%
320
– –
TDW.WS
935
DELISTED
Tidewater Inc.
TDW.WS
$2.56K ﹤0.01%
609
– –
REET icon
936
iShares Global REIT ETF
REET
$5.01B
$2.53K ﹤0.01%
110
– –
EGIO
937
DELISTED
Edgio, Inc. Common Stock
EGIO
$2.49K ﹤0.01%
92
– –
INFY icon
938
Infosys
INFY
$51B
$2.46K ﹤0.01%
153
– –
SPGM icon
939
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$2.41K ﹤0.01%
46
– –
CPT icon
940
Camden Property Trust
CPT
$10.9B
$2.4K ﹤0.01%
22
– –
SRVR icon
941
Pacer Data & Infrastructure Real Estate ETF
SRVR
$380M
$2.39K ﹤0.01%
82
– –
BBRE icon
942
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.24B
$2.36K ﹤0.01%
28
– –
EWX icon
943
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$693M
$2.36K ﹤0.01%
45
– –
EIX icon
944
Edison International
EIX
$26.9B
$2.36K ﹤0.01%
34
– –
IYR icon
945
iShares US Real Estate ETF
IYR
$4.48B
$2.34K ﹤0.01%
27
– –
ICF icon
946
iShares Select U.S. REIT ETF
ICF
$2.07B
$2.28K ﹤0.01%
41
– –
REZ icon
947
iShares Residential and Multisector Real Estate ETF
REZ
$842M
$2.27K ﹤0.01%
31
– –
RWR icon
948
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$2.26K ﹤0.01%
25
– –
HIW icon
949
Highwoods Properties
HIW
$3.4B
$2.25K ﹤0.01%
94
– –
REM icon
950
iShares Mortgage Real Estate ETF
REM
$545M
$2.22K ﹤0.01%
94
– –
36 37
38
39 40

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TCM
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QL
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NCA
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MCM
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FGAM
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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.