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
-13.12%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$333M
AUM Growth
-$21.4M
Cap. Flow
+$30.5M
Cap. Flow %
9.18%
Top 10 Hldgs %
15.76%
Holding
1,207
New
106
Increased
189
Reduced
131
Closed
54

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.09M
2
BBY icon
Best Buy
BBY
+$1.05M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.04M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$984K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$980K

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$566K
2
AMCR icon
Amcor
AMCR
+$272K
3
T icon
AT&T
T
+$251K
4
MOS icon
The Mosaic Company
MOS
+$214K
5
DVN icon
Devon Energy
DVN
+$210K

Sector Composition

Rank Sector Weight
1 Financials 10%
2 Consumer Discretionary 8.29%
3 Technology 6.56%
4 Industrials 5.85%
5 Materials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRFS
326
DELISTED
BRF SA
BRFS
$181K 0.05%
70,527
– –
NGVC icon
327
Vitamin Cottage Natural Grocers
NGVC
$635M
$175K 0.05%
11,000
– –
RY icon
328
Royal Bank of Canada
RY
$292B
$174K 0.05%
1,800
– –
MT icon
329
ArcelorMittal
MT
$55.6B
$170K 0.05%
7,531
– –
WKC icon
330
World Kinect Corp
WKC
$1.88B
$169K 0.05%
8,250
– –
DHI icon
331
D.R. Horton
DHI
$42.2B
$168K 0.05%
2,534
+50
+2% +$3.51K
BRK.B icon
332
Berkshire Hathaway Class B
BRK.B
$1.11T
$167K 0.05%
611
+194
+47% +$60.9K
KOF icon
333
Coca-Cola Femsa
KOF
$23B
$166K 0.05%
3,000
– –
RF icon
334
Regions Financial
RF
$26.9B
$166K 0.05%
8,877
-398
-4% -$8.21K
IPG
335
DELISTED
Interpublic Group of Companies
IPG
$162K 0.05%
5,900
– –
KEY icon
336
KeyCorp
KEY
$24.3B
$161K 0.05%
9,332
– –
THG icon
337
Hanover Insurance
THG
$7.73B
$161K 0.05%
1,100
– –
WYNN icon
338
Wynn Resorts
WYNN
$10.8B
$159K 0.05%
2,785
+2,000
+255% +$132K
TSLA icon
339
Tesla
TSLA
$1.31T
$157K 0.05%
699
– –
ORAN
340
DELISTED
Orange
ORAN
$157K 0.05%
13,364
– –
OVV icon
341
Ovintiv
OVV
$17.6B
$154K 0.05%
3,480
– –
DB icon
342
Deutsche Bank
DB
$71.8B
$152K 0.05%
17,431
– –
COTY icon
343
Coty
COTY
$2.48B
$150K 0.05%
18,700
– –
OXY icon
344
Occidental Petroleum
OXY
$59B
$150K 0.05%
2,547
– –
SCS
345
DELISTED
Steelcase
SCS
$150K 0.05%
14,000
– –
SRCL
346
DELISTED
Stericycle Inc
SRCL
$148K 0.04%
3,375
– –
CCEP icon
347
Coca-Cola Europacific Partners
CCEP
$47.1B
$147K 0.04%
2,846
– –
SCHB icon
348
Schwab US Broad Market ETF
SCHB
$44.7B
$147K 0.04%
9,999
– –
EQC
349
DELISTED
Equity Commonwealth
EQC
$147K 0.04%
5,350
– –
NVDA icon
350
NVIDIA
NVDA
$5.27T
$146K 0.04%
9,650
+140
+1% +$2.64K
12 13
14
15 16

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 Q2 2022 Portfolio in Review

As of Q2 2022, Investors Research Corp held 1,207 positions worth $333M, down 6% from $354M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Investors Research Corp deployed $30.5M of net new capital in Q2 2022, opening 106 new positions and adding to 189 existing holdings. Its largest new stake was Best Buy: 12,620 shares worth $823K.

By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $566K trimmed.

  • Investors Research Corp's largest Q2 2022 buy was Best Buy: 12,620 shares worth $823K.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022, an estimated $1.09M increase.
  • Investors Research Corp's biggest Q2 2022 reduction was Marathon Petroleum, cutting an estimated $566K.
  • Investors Research Corp fully exited Amcor in Q2 2022, selling an estimated $272K.
  • Investors Research Corp's ten largest holdings make up 16% of its $333M portfolio in Q2 2022.
  • Investors Research Corp opened 106 new positions and closed 54 in Q2 2022.
  • Investors Research Corp's portfolio value fell 6% quarter-over-quarter to $333M.

Based on Investors Research Corp's 13F filing for Q2 2022, filed 21 Jul 2022.