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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
+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
VCSH icon
326
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$191K 0.05%
2,452
+304
+14% +$24.2K
EBF icon
327
Ennis
EBF
$554M
$190K 0.05%
10,300
– –
OVV icon
328
Ovintiv
OVV
$17.5B
$188K 0.05%
3,480
– –
MAR icon
329
Marriott International
MAR
$92.7B
$187K 0.05%
1,062
+62
+6% +$10.3K
MU icon
330
Micron Technology
MU
$1.04T
$187K 0.05%
2,400
– –
DHI icon
331
D.R. Horton
DHI
$40.9B
$185K 0.05%
2,484
– –
DD icon
332
DuPont de Nemours
DD
$19.3B
$184K 0.05%
1,995
– –
SPHR icon
333
Sphere Entertainment
SPHR
$6.26B
$180K 0.05%
2,155
– –
SCHB icon
334
Schwab US Broad Market ETF
SCHB
$44.9B
$178K 0.05%
9,999
-3
-0% -$53
AIG icon
335
American International
AIG
$39.9B
$177K 0.05%
2,825
– –
MUR icon
336
Murphy Oil
MUR
$5.07B
$171K 0.05%
4,246
– –
DOW icon
337
Dow Inc
DOW
$22.2B
$169K 0.05%
2,649
– –
GCO icon
338
Genesco
GCO
$400M
$169K 0.05%
2,650
-400
-13% -$26K
COTY icon
339
Coty
COTY
$2.43B
$168K 0.05%
18,700
– –
SCS
340
DELISTED
Steelcase
SCS
$167K 0.05%
14,000
– –
KOF icon
341
Coca-Cola Femsa
KOF
$23.1B
$165K 0.05%
3,000
– –
SCHF icon
342
Schwab International Equity ETF
SCHF
$69B
$165K 0.05%
8,974
– –
CLS icon
343
Celestica
CLS
$42.2B
$164K 0.05%
13,733
– –
THG icon
344
Hanover Insurance
THG
$7.8B
$164K 0.05%
1,100
– –
AUY
345
DELISTED
Yamana Gold, Inc.
AUY
$163K 0.05%
29,300
-200
-0.7% -$945
PDCE
346
DELISTED
PDC Energy, Inc.
PDCE
$161K 0.05%
2,210
-726
-25% -$44.9K
PEG icon
347
Public Service Enterprise Group
PEG
$37.7B
$159K 0.04%
2,275
– –
ORAN
348
DELISTED
Orange
ORAN
$158K 0.04%
13,364
– –
IWF icon
349
iShares Russell 1000 Growth ETF
IWF
$128B
$157K 0.04%
2,260
– –
VYX icon
350
NCR Voyix
VYX
$1.11B
$153K 0.04%
6,194
– –
12 13
14
15 16

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CFP
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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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AAS
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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.