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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
MRNA icon
1076
Moderna
MRNA
$24.7B
$307 ﹤0.01%
2
– –
OPLN
1077
Openlane
OPLN
$4.29B
$301 ﹤0.01%
22
– –
DCFC
1078
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
$294 ﹤0.01%
1
– –
KDP icon
1079
Keurig Dr Pepper
KDP
$39.7B
$282 ﹤0.01%
8
– –
LICY
1080
DELISTED
Li-Cycle Holdings Corp.
LICY
$282 ﹤0.01%
+6
New +$265
LSXMK
1081
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$280 ﹤0.01%
13
– –
DTIL icon
1082
Precision BioSciences
DTIL
$208M
$264 ﹤0.01%
12
– –
AIEQ icon
1083
Amplify AI Powered Equity ETF
AIEQ
$124M
$262 ﹤0.01%
+9
New +$273
ONL
1084
Orion Office REIT
ONL
$160M
$255 ﹤0.01%
38
– –
ALEC icon
1085
Alector
ALEC
$226M
$248 ﹤0.01%
40
– –
MFA
1086
MFA Financial
MFA
$932M
$228 ﹤0.01%
23
– –
BCEL
1087
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$228 ﹤0.01%
200
+125
+167% +$182
RBLX icon
1088
Roblox
RBLX
$25.7B
$225 ﹤0.01%
5
– –
ROBO icon
1089
ROBO Global Robotics & Automation Index ETF
ROBO
$2.12B
$219 ﹤0.01%
+4
New +$209
JEPI icon
1090
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$218 ﹤0.01%
+4
New +$217
ENPH icon
1091
Enphase Energy
ENPH
$5.59B
$210 ﹤0.01%
1
– –
ASBP
1092
Aspire Biopharma
ASBP
$9.86M
– –
0
– –
QVCGA
1093
DELISTED
QVC Group Inc Series A
QVCGA
$183 ﹤0.01%
4
– –
ACB
1094
Aurora Cannabis
ACB
$226M
$171 ﹤0.01%
25
– –
QTTB icon
1095
Q32 Bio
QTTB
$455M
$165 ﹤0.01%
9
– –
SKYY icon
1096
First Trust Cloud Computing ETF
SKYY
$3.25B
$134 ﹤0.01%
+2
New +$126
TSAT icon
1097
Telesat
TSAT
$928M
$129 ﹤0.01%
15
– –
AOA icon
1098
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$127 ﹤0.01%
+2
New +$125
RIVN icon
1099
Rivian
RIVN
$23.8B
$124 ﹤0.01%
8
– –
PTON icon
1100
Peloton Interactive
PTON
$2.44B
$113 ﹤0.01%
10
– –
42 43
44
45 46

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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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TC
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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.