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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
EZM icon
76
WisdomTree US MidCap Fund
EZM
$951M
$1.2M 0.31%
24,051
-1,009
-4% -$52.1K
MLPX icon
77
Global X MLP & Energy Infrastructure ETF
MLPX
$3.54B
$1.19M 0.31%
29,760
-404
-1% -$16.5K
APO icon
78
Apollo Global Management
APO
$80.8B
$1.18M 0.31%
18,665
– –
MMM icon
79
3M
MMM
$94.4B
$1.18M 0.31%
13,386
+3,329
+33% +$314K
MS icon
80
Morgan Stanley
MS
$338B
$1.16M 0.3%
13,266
-400
-3% -$37.3K
MDT icon
81
Medtronic
MDT
$116B
$1.16M 0.3%
14,423
+2,652
+23% +$216K
BBY icon
82
Best Buy
BBY
$17.6B
$1.16M 0.3%
14,776
– –
SSB icon
83
SouthState Bank Corp
SSB
$10.7B
$1.15M 0.3%
16,084
– –
DON icon
84
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$1.14M 0.3%
27,736
-995
-3% -$42.3K
FHN icon
85
First Horizon
FHN
$12B
$1.13M 0.29%
63,600
-2,750
-4% -$61.1K
UPS icon
86
United Parcel Service
UPS
$88.8B
$1.12M 0.29%
5,789
-100
-2% -$18.3K
ANDE icon
87
Andersons Inc
ANDE
$2.18B
$1.12M 0.29%
27,170
-300
-1% -$11.9K
SLYG icon
88
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$1.11M 0.29%
15,099
-571
-4% -$43.1K
CPRI icon
89
Capri Holdings
CPRI
$1.77B
$1.11M 0.29%
23,644
-300
-1% -$16.1K
UGI icon
90
UGI
UGI
$7.54B
$1.1M 0.29%
31,750
-400
-1% -$15.2K
EMR icon
91
Emerson Electric
EMR
$91.7B
$1.1M 0.29%
12,610
-250
-2% -$21.8K
SPTN
92
DELISTED
SpartanNash
SPTN
$1.09M 0.28%
43,905
-2,311
-5% -$66.6K
JHG
93
DELISTED
Janus Henderson
JHG
$1.09M 0.28%
40,807
-660
-2% -$17.6K
GS icon
94
Goldman Sachs
GS
$301B
$1.06M 0.28%
3,239
– –
META icon
95
Meta Platforms (Facebook)
META
$1.53T
$1.06M 0.27%
4,987
-221
-4% -$37.6K
JPM icon
96
JPMorgan Chase
JPM
$962B
$1.04M 0.27%
8,019
-103
-1% -$14.1K
SMG icon
97
ScottsMiracle-Gro
SMG
$3.61B
$1.03M 0.27%
14,773
-45
-0.3% -$3.24K
MET icon
98
MetLife
MET
$61.5B
$1.03M 0.27%
17,725
-1,300
-7% -$87.7K
MGM icon
99
MGM Resorts International
MGM
$11.1B
$1.01M 0.26%
22,800
-1,050
-4% -$43.6K
BLK icon
100
Blackrock
BLK
$178B
$1M 0.26%
1,498
-30
-2% -$21.1K
2 3
4
5 6

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DIM
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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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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.