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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
SOCL icon
1101
Global X Social Media ETF
SOCL
$92.1M
$111 ﹤0.01%
+3
New +$107
RUN icon
1102
Sunrun
RUN
$2.42B
$101 ﹤0.01%
5
– –
NU icon
1103
Nu Holdings
NU
$65.9B
$95 ﹤0.01%
20
– –
UPST icon
1104
Upstart Holdings
UPST
$2.91B
$79 ﹤0.01%
5
-11
-69% -$185
SPRO icon
1105
Spero Therapeutics
SPRO
$71.2M
$73 ﹤0.01%
50
– –
GURU icon
1106
Global X Guru Index ETF
GURU
$63.4M
$70 ﹤0.01%
+2
New +$71
WKHS icon
1107
Workhorse Group
WKHS
$34.1M
– –
0
– –
AEVA
1108
Aeva Technologies
AEVA
$1.68B
$60 ﹤0.01%
10
-20
-67% -$160
AOR icon
1109
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.73B
$50 ﹤0.01%
+1
New +$49
HRTX icon
1110
Heron Therapeutics
HRTX
$61.3M
$45 ﹤0.01%
30
– –
HARP
1111
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$45 ﹤0.01%
6
– –
BLCN
1112
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$43 ﹤0.01%
2
– –
SI
1113
DELISTED
Silvergate Capital Corporation
SI
$41 ﹤0.01%
25
– –
AOM icon
1114
iShares Core Moderate Allocation ETF
AOM
$1.77B
$40 ﹤0.01%
+1
New +$39
MILN
1115
Global X Millennial Consumer ETF
MILN
$103M
$30 ﹤0.01%
+1
New +$29
TCRR
1116
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$23 ﹤0.01%
15
– –
PXH icon
1117
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
$18 ﹤0.01%
+1
New +$18
CDAK
1118
DELISTED
Codiak BioSciences, Inc. Common Stock
CDAK
$17 ﹤0.01%
100
+78
+355% +$43
DOC
1119
DELISTED
PHYSICIANS REALTY TRUST
DOC
$15 ﹤0.01%
+1
New +$15
AFRM icon
1120
Affirm
AFRM
$25.7B
$11 ﹤0.01%
1
– –
BODI icon
1121
The Beachbody Company
BODI
$45.6M
– –
0
– –
EVGO icon
1122
EVgo
EVGO
$503M
$8 ﹤0.01%
1
– –
CPUH.WS
1123
DELISTED
Compute Health Acquisition Corp. Redeemable warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
CPUH.WS
$5 ﹤0.01%
12
– –
MJ icon
1124
Amplify Alternative Harvest ETF
MJ
$109M
– –
0
– –
LDTCW
1125
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
$2 ﹤0.01%
22
– –
43 44
45
46 47

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TCM
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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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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.