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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
PINS icon
951
Pinterest
PINS
$13B
$2.73K ﹤0.01%
100
– –
KTOS icon
952
Kratos Defense & Security Solutions
KTOS
$11.9B
$2.7K ﹤0.01%
200
– –
AUD
953
DELISTED
Audacy, Inc.
AUD
$2.67K ﹤0.01%
19,850
– –
INFY icon
954
Infosys
INFY
$49.4B
$2.67K ﹤0.01%
153
– –
BPOP icon
955
Popular Inc
BPOP
$11.2B
$2.64K ﹤0.01%
46
– –
REET icon
956
iShares Global REIT ETF
REET
$5.04B
$2.52K ﹤0.01%
110
– –
KWEB icon
957
KraneShares CSI China Internet ETF
KWEB
$5.44B
$2.5K ﹤0.01%
80
– –
QSR icon
958
Restaurant Brands International
QSR
$26B
$2.48K ﹤0.01%
37
– –
ECL icon
959
Ecolab
ECL
$78.8B
$2.48K ﹤0.01%
15
– –
APPS icon
960
Digital Turbine
APPS
$1.5B
$2.47K ﹤0.01%
200
– –
SRVR icon
961
Pacer Data & Infrastructure Real Estate ETF
SRVR
$385M
$2.43K ﹤0.01%
82
– –
XP icon
962
XP
XP
$8.02B
$2.42K ﹤0.01%
204
– –
EIX icon
963
Edison International
EIX
$26.5B
$2.4K ﹤0.01%
34
– –
MBLY icon
964
Mobileye
MBLY
$7.43B
$2.38K ﹤0.01%
+55
New +$2.15K
BBRE icon
965
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$2.32K ﹤0.01%
28
– –
ETRN
966
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$2.31K ﹤0.01%
400
– –
CPT icon
967
Camden Property Trust
CPT
$10.9B
$2.31K ﹤0.01%
22
– –
SPGM icon
968
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$2.29K ﹤0.01%
46
– –
IYR icon
969
iShares US Real Estate ETF
IYR
$4.52B
$2.29K ﹤0.01%
27
– –
TDS icon
970
Telephone and Data Systems
TDS
$3.84B
$2.29K ﹤0.01%
218
– –
EWX icon
971
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
$2.28K ﹤0.01%
45
– –
ICF icon
972
iShares Select U.S. REIT ETF
ICF
$2.09B
$2.28K ﹤0.01%
41
– –
NNBR icon
973
NN Inc
NNBR
$297M
$2.25K ﹤0.01%
2,100
– –
RWR icon
974
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$2.22K ﹤0.01%
25
– –
AAOI icon
975
Applied Optoelectronics
AAOI
$11.8B
$2.21K ﹤0.01%
1,000
– –
37 38
39
40 41

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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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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.