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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
IPO icon
1001
Renaissance IPO ETF
IPO
$159M
$1.7K ﹤0.01%
58
– –
IFN
1002
Aberdeen India Fund
IFN
$508M
$1.66K ﹤0.01%
110
– –
EXPE icon
1003
Expedia Group
EXPE
$38.5B
$1.65K ﹤0.01%
17
– –
MPT
1004
Medical Properties Trust
MPT
$2.4B
$1.64K ﹤0.01%
200
– –
TU icon
1005
Telus
TU
$15.2B
$1.61K ﹤0.01%
81
– –
CARR icon
1006
Carrier Global
CARR
$52.4B
$1.6K ﹤0.01%
35
– –
ZBRA icon
1007
Zebra Technologies
ZBRA
$18.1B
$1.59K ﹤0.01%
5
– –
MCY icon
1008
Mercury Insurance
MCY
$5.86B
$1.59K ﹤0.01%
50
– –
VTR icon
1009
Ventas
VTR
$44.6B
$1.56K ﹤0.01%
36
– –
BBUS icon
1010
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.19B
$1.54K ﹤0.01%
+21
New +$1.5K
VOYA icon
1011
Voya Financial
VOYA
$8.9B
$1.5K ﹤0.01%
21
– –
APTV icon
1012
Aptiv
APTV
$10.3B
$1.46K ﹤0.01%
13
– –
LULU icon
1013
lululemon athletica
LULU
$14.3B
$1.46K ﹤0.01%
4
– –
TENB icon
1014
Tenable Holdings
TENB
$4.17B
$1.43K ﹤0.01%
30
– –
NOW icon
1015
ServiceNow
NOW
$132B
$1.39K ﹤0.01%
15
– –
LYFT icon
1016
Lyft
LYFT
$6.64B
$1.39K ﹤0.01%
150
– –
NICE icon
1017
Nice
NICE
$5.95B
$1.37K ﹤0.01%
6
– –
EWL icon
1018
iShares MSCI Switzerland ETF
EWL
$2.23B
$1.36K ﹤0.01%
30
– –
IEO icon
1019
iShares US Oil & Gas Exploration & Production ETF
IEO
$585M
$1.29K ﹤0.01%
15
– –
ROST icon
1020
Ross Stores
ROST
$80.8B
$1.27K ﹤0.01%
12
– –
PCG icon
1021
PG&E
PCG
$38.1B
$1.26K ﹤0.01%
78
– –
LEA icon
1022
Lear
LEA
$8.12B
$1.25K ﹤0.01%
9
– –
SPIB icon
1023
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.24K ﹤0.01%
38
– –
DTM icon
1024
DT Midstream
DTM
$13.7B
$1.23K ﹤0.01%
25
– –
CRH icon
1025
CRH
CRH
$67.4B
$1.22K ﹤0.01%
24
– –
39 40
41
42 43

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TCM
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QL
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NCA
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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.