We are live on ! Find out more
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
WHR icon
201
Whirlpool
WHR
$2.84B
$503K 0.14%
3,559
-50
-1% -$7.11K
AMX icon
202
America Movil
AMX
$70.3B
$501K 0.14%
27,519
– –
CCU icon
203
Compañía de Cervecerías Unidas
CCU
$2.22B
$500K 0.14%
38,075
+400
+1% +$4.6K
BP icon
204
BP
BP
$111B
$497K 0.13%
14,220
-580
-4% -$19.3K
ADSK icon
205
Autodesk
ADSK
$53.1B
$496K 0.13%
2,654
+1
+0% +$201
MDU icon
206
MDU Resources
MDU
$4.31B
$495K 0.13%
42,933
– –
DOW icon
207
Dow Inc
DOW
$22.6B
$495K 0.13%
9,823
+7,174
+271% +$350K
SAM icon
208
Boston Beer
SAM
$1.85B
$495K 0.13%
1,502
-25
-2% -$9.07K
MOS icon
209
The Mosaic Company
MOS
$7.34B
$489K 0.13%
11,150
– –
INTU icon
210
Intuit
INTU
$92B
$487K 0.13%
1,252
– –
EQNR icon
211
Equinor
EQNR
$97.2B
$480K 0.13%
13,408
-342
-2% -$12.3K
MO icon
212
Altria Group
MO
$109B
$475K 0.13%
10,400
-175
-2% -$7.93K
WPP icon
213
WPP
WPP
$5.83B
$471K 0.13%
9,572
-75
-0.8% -$3.57K
D icon
214
Dominion Energy
D
$59.9B
$464K 0.13%
7,570
-50
-0.7% -$3.14K
SAN icon
215
Banco Santander
SAN
$210B
$463K 0.13%
156,837
-1,494
-0.9% -$4.08K
SPGP icon
216
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$462K 0.12%
5,591
+634
+13% +$52.2K
XRX icon
217
Xerox
XRX
$423M
$456K 0.12%
31,236
-500
-2% -$7.54K
SPHQ icon
218
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$456K 0.12%
10,356
+1,212
+13% +$52.9K
AZN icon
219
AstraZeneca
AZN
$246B
$452K 0.12%
3,337
– –
GPN icon
220
Global Payments
GPN
$22.7B
$452K 0.12%
4,554
-200
-4% -$20.9K
NDAQ icon
221
Nasdaq
NDAQ
$53.1B
$449K 0.12%
7,323
– –
GSK icon
222
GSK
GSK
$102B
$446K 0.12%
12,695
-100
-0.8% -$3.33K
SPXN icon
223
ProShares S&P 500 ex-Financials ETF
SPXN
$80.1M
$438K 0.12%
10,858
+1,290
+13% +$52.4K
RTH icon
224
VanEck Retail ETF
RTH
$262M
$432K 0.12%
2,728
+316
+13% +$51.4K
QUAL icon
225
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$431K 0.12%
3,781
+463
+14% +$52.5K
7 8
9
10 11

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
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 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.