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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
BAX icon
976
Baxter International
BAX
$14B
$2.29K ﹤0.01%
45
– –
TDS icon
977
Telephone and Data Systems
TDS
$3.84B
$2.29K ﹤0.01%
218
– –
BBRE icon
978
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$2.29K ﹤0.01%
28
– –
IYR icon
979
iShares US Real Estate ETF
IYR
$4.52B
$2.27K ﹤0.01%
27
– –
ICF icon
980
iShares Select U.S. REIT ETF
ICF
$2.09B
$2.25K ﹤0.01%
41
– –
WTI icon
981
W&T Offshore
WTI
$560M
$2.23K ﹤0.01%
400
– –
MPT
982
Medical Properties Trust
MPT
$2.41B
$2.23K ﹤0.01%
200
– –
EWX icon
983
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
$2.2K ﹤0.01%
45
– –
MTUM icon
984
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$2.19K ﹤0.01%
15
– –
ECL icon
985
Ecolab
ECL
$78.8B
$2.18K ﹤0.01%
15
– –
RWR icon
986
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$2.18K ﹤0.01%
25
– –
LUMN icon
987
Lumen
LUMN
$6.53B
$2.17K ﹤0.01%
415
– –
EIX icon
988
Edison International
EIX
$26.5B
$2.16K ﹤0.01%
34
– –
SPGM icon
989
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$2.15K ﹤0.01%
46
– –
REM icon
990
iShares Mortgage Real Estate ETF
REM
$546M
$2.13K ﹤0.01%
94
– –
REZ icon
991
iShares Residential and Multisector Real Estate ETF
REZ
$849M
$2.12K ﹤0.01%
31
– –
ATTO
992
DELISTED
Atento S.A.
ATTO
$2.11K ﹤0.01%
498
– –
SRC
993
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2.08K ﹤0.01%
52
– –
KTOS icon
994
Kratos Defense & Security Solutions
KTOS
$11.9B
$2.06K ﹤0.01%
200
– –
HAUZ icon
995
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$2.05K ﹤0.01%
96
– –
SAP icon
996
SAP
SAP
$235B
$1.96K ﹤0.01%
19
– –
EMB icon
997
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$1.95K ﹤0.01%
23
– –
CP icon
998
Canadian Pacific Kansas City
CP
$81.4B
$1.94K ﹤0.01%
26
– –
AAOI icon
999
Applied Optoelectronics
AAOI
$11.8B
$1.89K ﹤0.01%
1,000
– –
HR icon
1000
Healthcare Realty
HR
$6.62B
$1.87K ﹤0.01%
97
– –
38 39
40
41 42

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CFP
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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 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.