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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
CCU icon
176
Compañía de Cervecerías Unidas
CCU
$2.22B
$595K 0.15%
38,075
– –
L icon
177
Loews
L
$23.1B
$592K 0.15%
10,200
-200
-2% -$11.9K
PPL
178
PPL Corp
PPL
$26.5B
$591K 0.15%
21,263
-325
-2% -$9.2K
RL icon
179
Ralph Lauren
RL
$23.7B
$589K 0.15%
5,050
-150
-3% -$17.7K
VFC icon
180
VF Corp
VFC
$5.81B
$584K 0.15%
25,508
+351
+1% +$9.22K
PRU icon
181
Prudential Financial
PRU
$42.2B
$581K 0.15%
7,017
-150
-2% -$14.3K
EXC icon
182
Exelon
EXC
$46.2B
$581K 0.15%
13,858
-42
-0.3% -$1.75K
HD icon
183
Home Depot
HD
$353B
$580K 0.15%
1,966
– –
SRET icon
184
Global X SuperDividend REIT ETF
SRET
$228M
$578K 0.15%
26,529
-8
-0% -$182
GES
185
DELISTED
Guess Inc
GES
$573K 0.15%
29,454
-381
-1% -$8.18K
AMX icon
186
America Movil
AMX
$70.3B
$571K 0.15%
27,119
-400
-1% -$8.2K
SAN icon
187
Banco Santander
SAN
$210B
$569K 0.15%
154,333
-2,504
-2% -$8.91K
BAC icon
188
Bank of America
BAC
$448B
$565K 0.15%
19,743
-53
-0.3% -$1.75K
SMFG icon
189
Sumitomo Mitsui Financial
SMFG
$160B
$564K 0.15%
70,529
– –
WPP icon
190
WPP
WPP
$5.83B
$562K 0.15%
9,447
-125
-1% -$7.32K
SU icon
191
Suncor Energy
SU
$74B
$558K 0.15%
17,977
-300
-2% -$9.76K
INTU icon
192
Intuit
INTU
$92B
$557K 0.14%
1,250
-2
-0.2% -$821
BG icon
193
Bunge Global
BG
$21.4B
$556K 0.14%
5,825
– –
ADSK icon
194
Autodesk
ADSK
$53.1B
$551K 0.14%
2,649
-5
-0.2% -$1.03K
ERIC icon
195
Ericsson
ERIC
$33B
$551K 0.14%
94,152
+38,252
+68% +$218K
PBF icon
196
PBF Energy
PBF
$8.22B
$550K 0.14%
12,675
-500
-4% -$21.1K
BP icon
197
BP
BP
$111B
$540K 0.14%
14,220
– –
C icon
198
Citigroup
C
$228B
$539K 0.14%
11,491
– –
IVZ icon
199
Invesco
IVZ
$13.8B
$535K 0.14%
32,650
-400
-1% -$7.14K
DOW icon
200
Dow Inc
DOW
$22.6B
$533K 0.14%
9,723
-100
-1% -$5.63K
6 7
8
9 10

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DIM
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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
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.