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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
ANDE icon
101
Andersons Inc
ANDE
$2.2B
$961K 0.26%
27,470
-355
-1% -$12.6K
FDX icon
102
FedEx
FDX
$76.1B
$952K 0.26%
5,499
-55
-1% -$9.14K
TTE icon
103
TotalEnergies
TTE
$196B
$949K 0.26%
15,280
-150
-1% -$8.56K
USB icon
104
US Bancorp
USB
$100B
$942K 0.25%
21,591
-168
-0.8% -$7.19K
CWI icon
105
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.84B
$928K 0.25%
38,573
-327
-0.8% -$7.61K
DECK icon
106
Deckers Outdoor
DECK
$12.7B
$918K 0.25%
13,800
– –
MDT icon
107
Medtronic
MDT
$115B
$915K 0.25%
11,771
-347
-3% -$28.1K
TECK icon
108
Teck Resources
TECK
$32.5B
$893K 0.24%
23,620
-106
-0.4% -$3.67K
GM icon
109
General Motors
GM
$78.4B
$886K 0.24%
26,327
-275
-1% -$10.2K
CM icon
110
Canadian Imperial Bank of Commerce
CM
$109B
$882K 0.24%
21,800
-300
-1% -$13.2K
CC icon
111
Chemours
CC
$2.27B
$881K 0.24%
28,770
-161
-0.6% -$4.83K
RIO icon
112
Rio Tinto
RIO
$164B
$878K 0.24%
12,330
-60
-0.5% -$3.77K
UBS icon
113
UBS Group
UBS
$176B
$874K 0.24%
46,809
-450
-1% -$7.65K
VZ icon
114
Verizon
VZ
$196B
$868K 0.23%
22,037
-78
-0.4% -$2.94K
XOM icon
115
ExxonMobil
XOM
$657B
$856K 0.23%
7,760
-75
-1% -$8.04K
IBM icon
116
IBM
IBM
$224B
$854K 0.23%
6,062
-75
-1% -$10.3K
WFC icon
117
Wells Fargo
WFC
$265B
$845K 0.23%
20,461
-200
-1% -$8.85K
LYB icon
118
LyondellBasell Industries
LYB
$20.6B
$834K 0.23%
10,045
-100
-1% -$8.19K
CMCSA icon
119
Comcast
CMCSA
$90.8B
$832K 0.23%
23,799
-122
-0.5% -$4.04K
XSHD icon
120
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.8M
$828K 0.22%
47,908
-247
-0.5% -$4.34K
HUN icon
121
Huntsman Corp
HUN
$1.84B
$814K 0.22%
29,604
-600
-2% -$16.3K
AEP icon
122
American Electric Power
AEP
$67.2B
$812K 0.22%
8,550
-100
-1% -$9.1K
MGM icon
123
MGM Resorts International
MGM
$11.1B
$800K 0.22%
23,850
-425
-2% -$14.7K
TPR icon
124
Tapestry
TPR
$32.1B
$798K 0.22%
20,950
-325
-2% -$11.1K
CVS icon
125
CVS Health
CVS
$120B
$795K 0.22%
8,530
-75
-0.9% -$7.24K
3 4
5
6 7

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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.