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
+0.78%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$354M
AUM Growth
+$23.7M
Cap. Flow
+$25.3M
Cap. Flow %
7.14%
Top 10 Hldgs %
14.47%
Holding
1,143
New
82
Increased
218
Reduced
86
Closed
43

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.31M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.26M
3
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.23M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.23M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.22M

Top Sells

Rank Stock Value
1
ABBV icon
AbbVie
ABBV
+$1.96M
2
MOS icon
The Mosaic Company
MOS
+$1.56M
3
INFR
Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF
INFR
+$941K
4
EQNR icon
Equinor
EQNR
+$919K
5
NLSN
Nielsen Holdings plc
NLSN
+$705K

Sector Composition

Rank Sector Weight
1 Financials 9.38%
2 Consumer Discretionary 8.59%
3 Technology 6.73%
4 Industrials 6.23%
5 Materials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAC icon
251
Enerpac Tool Group
EPAC
$1.88B
$311K 0.09%
14,200
+1,000
+8% +$18.9K
JBL icon
252
Jabil
JBL
$38.6B
$311K 0.09%
5,033
– –
B
253
Barrick Mining
B
$67.6B
$304K 0.09%
12,390
+300
+2% +$6.46K
HPQ icon
254
HP
HPQ
$26B
$299K 0.08%
8,231
– –
TX icon
255
Ternium
TX
$10.8B
$297K 0.08%
6,500
– –
IUSG icon
256
iShares Core S&P US Growth ETF
IUSG
$33.8B
$296K 0.08%
2,799
+751
+37% +$78K
TV icon
257
Televisa
TV
$1.48B
$296K 0.08%
25,339
– –
JCI icon
258
Johnson Controls International
JCI
$93.3B
$293K 0.08%
4,475
– –
SBH icon
259
Sally Beauty Holdings
SBH
$1.51B
$293K 0.08%
18,725
+600
+3% +$10.4K
AVD icon
260
American Vanguard Corp
AVD
$65.8M
$291K 0.08%
14,300
– –
MRO
261
DELISTED
Marathon Oil Corporation
MRO
$291K 0.08%
11,572
+1
+0% +$21
ARCO icon
262
Arcos Dorados Holdings
ARCO
$1.67B
$290K 0.08%
35,684
– –
AFL icon
263
Aflac
AFL
$60.4B
$287K 0.08%
4,463
-200
-4% -$12.5K
SPGP icon
264
Invesco S&P 500 GARP ETF
SPGP
$2.3B
$282K 0.08%
3,089
+869
+39% +$78.7K
SPXN icon
265
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
$282K 0.08%
5,896
+1,670
+40% +$78.3K
KOP icon
266
Koppers
KOP
$858M
$281K 0.08%
10,200
– –
BRFS
267
DELISTED
BRF SA
BRFS
$280K 0.08%
70,527
+1,800
+3% +$6.66K
FCNCA icon
268
First Citizens BancShares
FCNCA
$25.5B
$280K 0.08%
+421
New +$328K
CVX icon
269
Chevron
CVX
$386B
$279K 0.08%
1,716
+30
+2% +$4.3K
DBI icon
270
Designer Brands
DBI
$317M
$279K 0.08%
20,642
+650
+3% +$8.6K
FTEC icon
271
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$279K 0.08%
2,269
+637
+39% +$77.3K
SPHQ icon
272
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$279K 0.08%
5,596
+1,575
+39% +$79.3K
NVS icon
273
Novartis
NVS
$290B
$277K 0.08%
3,153
– –
IEFA icon
274
iShares Core MSCI EAFE ETF
IEFA
$196B
$276K 0.08%
3,969
-91
-2% -$6.44K
TD icon
275
Toronto Dominion Bank
TD
$203B
$276K 0.08%
3,478
– –
9 10
11
12 13

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
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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Investors Research Corp's Q1 2022 Portfolio in Review

As of Q1 2022, Investors Research Corp held 1,143 positions worth $354M, up 7.2% from $330M the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Investors Research Corp deployed $25.3M of net new capital in Q1 2022, opening 82 new positions and adding to 218 existing holdings. Its largest new stake was Air Products & Chemicals: 4,300 shares worth $1.07M.

By sector, the portfolio is most concentrated in Financials at 9.4% of assets, down from 9.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was AbbVie, an estimated $1.96M trimmed.

  • Investors Research Corp's largest Q1 2022 buy was Air Products & Chemicals: 4,300 shares worth $1.07M.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022, an estimated $1.31M increase.
  • Investors Research Corp's biggest Q1 2022 reduction was AbbVie, cutting an estimated $1.96M.
  • Investors Research Corp fully exited Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF in Q1 2022, selling an estimated $941K.
  • Investors Research Corp's ten largest holdings make up 14% of its $354M portfolio in Q1 2022.
  • Investors Research Corp opened 82 new positions and closed 43 in Q1 2022.
  • Investors Research Corp's portfolio value rose 7.2% quarter-over-quarter to $354M.

Based on Investors Research Corp's 13F filing for Q1 2022, filed 13 Apr 2022.