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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
URNM icon
951
Sprott Uranium Miners ETF
URNM
$2B
$2.98K ﹤0.01%
94
– –
TIP icon
952
iShares TIPS Bond ETF
TIP
$14.7B
$2.98K ﹤0.01%
28
-4
-13% -$427
BBBY
953
Bed Bath & Beyond
BBBY
$421M
$2.96K ﹤0.01%
168
– –
USMV icon
954
iShares MSCI USA Min Vol Factor ETF
USMV
$24.6B
$2.96K ﹤0.01%
41
– –
BRW
955
Saba Capital Income & Opportunities Fund
BRW
$335M
$2.94K ﹤0.01%
387
– –
ALSN icon
956
Allison Transmission
ALSN
$10.2B
$2.83K ﹤0.01%
68
– –
RWJ icon
957
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
$2.82K ﹤0.01%
78
– –
EXR icon
958
Extra Space Storage
EXR
$31.6B
$2.8K ﹤0.01%
19
– –
INFY icon
959
Infosys
INFY
$50.2B
$2.76K ﹤0.01%
153
– –
ETRN
960
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$2.68K ﹤0.01%
400
– –
EBND icon
961
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$2.65K ﹤0.01%
129
– –
AGNT
962
AGNT Inc
AGNT
$752M
$2.64K ﹤0.01%
238
– –
HIW icon
963
Highwoods Properties
HIW
$3.51B
$2.63K ﹤0.01%
94
– –
SRT
964
DELISTED
Startek Inc.
SRT
$2.63K ﹤0.01%
700
– –
EWT icon
965
iShares MSCI Taiwan ETF
EWT
$11.6B
$2.61K ﹤0.01%
65
-35
-35% -$1.56K
ISCG icon
966
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.02B
$2.6K ﹤0.01%
72
– –
HOV icon
967
Hovnanian Enterprises
HOV
$799M
$2.52K ﹤0.01%
60
– –
REET icon
968
iShares Global REIT ETF
REET
$5.08B
$2.5K ﹤0.01%
110
– –
CPT icon
969
Camden Property Trust
CPT
$11.1B
$2.46K ﹤0.01%
22
– –
EOG icon
970
EOG Resources
EOG
$74.2B
$2.46K ﹤0.01%
19
– –
PINS icon
971
Pinterest
PINS
$13.2B
$2.43K ﹤0.01%
100
– –
KWEB icon
972
KraneShares CSI China Internet ETF
KWEB
$5.31B
$2.42K ﹤0.01%
80
– –
QSR icon
973
Restaurant Brands International
QSR
$26.7B
$2.39K ﹤0.01%
37
– –
SRVR icon
974
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
$2.38K ﹤0.01%
82
– –
LCI
975
DELISTED
Lannett Company, Inc.
LCI
$2.34K ﹤0.01%
1,125
– –
37 38
39
40 41

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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.