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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
PENN icon
1001
PENN Entertainment
PENN
$2.59B
$1.78K ﹤0.01%
60
– –
MCY icon
1002
Mercury Insurance
MCY
$5.91B
$1.71K ﹤0.01%
50
– –
AIA icon
1003
iShares Asia 50 ETF
AIA
$5.03B
$1.7K ﹤0.01%
30
– –
TISI icon
1004
Team
TISI
$102M
$1.68K ﹤0.01%
320
– –
LYFT icon
1005
Lyft
LYFT
$6.26B
$1.65K ﹤0.01%
150
– –
IFN
1006
Aberdeen India Fund
IFN
$508M
$1.63K ﹤0.01%
110
– –
VTR icon
1007
Ventas
VTR
$45.6B
$1.62K ﹤0.01%
36
– –
TU icon
1008
Telus
TU
$14.9B
$1.56K ﹤0.01%
81
– –
TDW.WS
1009
DELISTED
Tidewater Inc.
TDW.WS
$1.52K ﹤0.01%
632
– –
BBVA icon
1010
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.5K ﹤0.01%
249
– –
EXPE icon
1011
Expedia Group
EXPE
$38.5B
$1.49K ﹤0.01%
17
– –
AMRN
1012
Amarin Corp
AMRN
$299M
$1.48K ﹤0.01%
61
– –
LCID icon
1013
Lucid Motors
LCID
$2.56B
$1.48K ﹤0.01%
22
– –
BYD icon
1014
Boyd Gaming
BYD
$6.02B
$1.47K ﹤0.01%
27
– –
OSG
1015
DELISTED
Overseas Shipholding Group Inc.
OSG
$1.45K ﹤0.01%
500
-274
-35% -$795
CARR icon
1016
Carrier Global
CARR
$52.2B
$1.44K ﹤0.01%
35
– –
SNOW icon
1017
Snowflake
SNOW
$118B
$1.44K ﹤0.01%
10
+2
+25% +$305
IPO icon
1018
Renaissance IPO ETF
IPO
$163M
$1.43K ﹤0.01%
58
– –
IEO icon
1019
iShares US Oil & Gas Exploration & Production ETF
IEO
$583M
$1.39K ﹤0.01%
15
– –
ROST icon
1020
Ross Stores
ROST
$80B
$1.39K ﹤0.01%
12
– –
CABA icon
1021
Cabaletta Bio
CABA
$461M
$1.39K ﹤0.01%
150
+84
+127% +$306
DTM icon
1022
DT Midstream
DTM
$13.9B
$1.38K ﹤0.01%
25
– –
VOYA icon
1023
Voya Financial
VOYA
$9.03B
$1.29K ﹤0.01%
21
– –
LULU icon
1024
lululemon athletica
LULU
$13.9B
$1.28K ﹤0.01%
4
– –
ZBRA icon
1025
Zebra Technologies
ZBRA
$17.8B
$1.28K ﹤0.01%
5
– –
39 40
41
42 43

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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.