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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
REZ icon
976
iShares Residential and Multisector Real Estate ETF
REZ
$850M
$2.19K ﹤0.01%
31
– –
HIW icon
977
Highwoods Properties
HIW
$3.43B
$2.18K ﹤0.01%
94
– –
EOG icon
978
EOG Resources
EOG
$74.5B
$2.18K ﹤0.01%
19
– –
HAUZ icon
979
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$2.12K ﹤0.01%
101
+5
+5% +$109
MTUM icon
980
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$2.09K ﹤0.01%
15
– –
SRC
981
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2.07K ﹤0.01%
52
– –
REM icon
982
iShares Mortgage Real Estate ETF
REM
$546M
$2.05K ﹤0.01%
94
– –
WTI icon
983
W&T Offshore
WTI
$557M
$2.03K ﹤0.01%
400
– –
CP icon
984
Canadian Pacific Kansas City
CP
$81.4B
$2K ﹤0.01%
26
– –
TDW.WS
985
DELISTED
Tidewater Inc.
TDW.WS
$1.99K ﹤0.01%
609
-23
-4% -$77
EMB icon
986
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$1.98K ﹤0.01%
23
– –
COIN icon
987
Coinbase
COIN
$39.1B
$1.96K ﹤0.01%
29
– –
LCI
988
DELISTED
Lannett Company, Inc.
LCI
$1.96K ﹤0.01%
1,125
– –
TSM icon
989
TSMC
TSM
$2.23T
$1.95K ﹤0.01%
21
-75
-78% -$6.73K
OSG
990
DELISTED
Overseas Shipholding Group Inc.
OSG
$1.95K ﹤0.01%
500
– –
DKNG icon
991
DraftKings
DKNG
$12.7B
$1.94K ﹤0.01%
100
– –
HR icon
992
Healthcare Realty
HR
$6.64B
$1.88K ﹤0.01%
97
– –
AIA icon
993
iShares Asia 50 ETF
AIA
$5.03B
$1.86K ﹤0.01%
30
– –
AMRN
994
Amarin Corp
AMRN
$299M
$1.84K ﹤0.01%
61
– –
BAX icon
995
Baxter International
BAX
$14B
$1.82K ﹤0.01%
45
– –
PENN icon
996
PENN Entertainment
PENN
$2.58B
$1.78K ﹤0.01%
60
– –
BBVA icon
997
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.75K ﹤0.01%
249
– –
TISI icon
998
Team
TISI
$102M
$1.75K ﹤0.01%
320
– –
LCID icon
999
Lucid Motors
LCID
$2.56B
$1.74K ﹤0.01%
22
– –
BYD icon
1000
Boyd Gaming
BYD
$6.03B
$1.73K ﹤0.01%
27
– –
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 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.