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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
MAXR
1151
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
– –
-45
Closed -$1K
SVFAW
1152
DELISTED
SVF Investment Corp. Warrant
SVFAW
$0 ﹤0.01%
10
– –
EPHYW
1153
DELISTED
Epiphany Technology Acquisition Corp. Warrant
EPHYW
$0 ﹤0.01%
22
– –
EPHY
1154
DELISTED
Epiphany Technology Acquisition Corp. Class A Common Stock
EPHY
– –
-66
Closed -$1K
COLIW
1155
DELISTED
Colicity Inc. Warrant
COLIW
– –
-10
Closed –
COLI
1156
DELISTED
Colicity Inc. Class A Common Stock
COLI
– –
-50
Closed –
NDACW
1157
DELISTED
NightDragon Acquisition Corp. Warrants to purchase Class A common stock
NDACW
– –
-10
Closed –
NDAC
1158
DELISTED
NightDragon Acquisition Corp. Class A Common stock
NDAC
– –
-50
Closed –
LMACW
1159
DELISTED
Liberty Media Acquisition Corporation Warrants
LMACW
– –
-7
Closed –
LMACA
1160
DELISTED
Liberty Media Acquisition Corporation Series A Common Stock
LMACA
– –
-35
Closed –
CRU
1161
DELISTED
Crucible Acquisition Corporation
CRU
– –
-63
Closed -$1K
LOGC
1162
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
– –
-89
Closed –
STZ.B
1163
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
– –
-50
Closed -$15K
HNGR
1164
DELISTED
Hanger Inc.
HNGR
– –
-27,830
Closed -$521K
DRE
1165
DELISTED
Duke Realty Corp.
DRE
– –
-197
Closed -$9K
NLSN
1166
DELISTED
Nielsen Holdings plc
NLSN
– –
-550
Closed -$15K
REV
1167
DELISTED
Revlon, Inc.
REV
– –
-140
Closed -$1K
43 44 45 46
47

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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 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.