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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
EWC icon
951
iShares MSCI Canada ETF
EWC
$6.48B
$2.2K ﹤0.01%
+63
New +$2.18K
EOG icon
952
EOG Resources
EOG
$75.2B
$2.17K ﹤0.01%
19
– –
MTUM icon
953
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$2.16K ﹤0.01%
15
– –
KWEB icon
954
KraneShares CSI China Internet ETF
KWEB
$5.56B
$2.15K ﹤0.01%
80
– –
IEF icon
955
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$2.13K ﹤0.01%
+22
New +$2.16K
TSM icon
956
TSMC
TSM
$2.19T
$2.12K ﹤0.01%
21
– –
CP icon
957
Canadian Pacific Kansas City
CP
$80.8B
$2.1K ﹤0.01%
26
– –
COIN icon
958
Coinbase
COIN
$39.2B
$2.08K ﹤0.01%
29
– –
BAX icon
959
Baxter International
BAX
$14.3B
$2.05K ﹤0.01%
45
– –
SRC
960
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2.05K ﹤0.01%
52
– –
SRT
961
DELISTED
Startek Inc.
SRT
$2.04K ﹤0.01%
700
– –
HAUZ icon
962
Xtrackers International Real Estate ETF
HAUZ
$1.06B
$2.03K ﹤0.01%
101
– –
EMB icon
963
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$1.99K ﹤0.01%
23
– –
BBVA icon
964
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.91K ﹤0.01%
249
– –
IPO icon
965
Renaissance IPO ETF
IPO
$159M
$1.9K ﹤0.01%
58
– –
BYD icon
966
Boyd Gaming
BYD
$5.98B
$1.87K ﹤0.01%
27
– –
EXPE icon
967
Expedia Group
EXPE
$38.5B
$1.86K ﹤0.01%
17
– –
APPS icon
968
Digital Turbine
APPS
$1.58B
$1.86K ﹤0.01%
200
– –
MPT
969
Medical Properties Trust
MPT
$2.4B
$1.85K ﹤0.01%
200
– –
HR icon
970
Healthcare Realty
HR
$6.56B
$1.83K ﹤0.01%
97
– –
IFN
971
Aberdeen India Fund
IFN
$508M
$1.83K ﹤0.01%
110
– –
TDS icon
972
Telephone and Data Systems
TDS
$3.84B
$1.79K ﹤0.01%
218
– –
AIA icon
973
iShares Asia 50 ETF
AIA
$4.95B
$1.79K ﹤0.01%
30
– –
CARR icon
974
Carrier Global
CARR
$52.4B
$1.74K ﹤0.01%
35
– –
VTR icon
975
Ventas
VTR
$44.6B
$1.7K ﹤0.01%
36
– –
37 38
39
40 41

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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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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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.