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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
-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
APA icon
426
APA Corp
APA
$14.2B
$88K 0.03%
2,532
– –
BND icon
427
Vanguard Total Bond Market
BND
$161B
$88K 0.03%
1,168
-93
-7% -$7.08K
CNX icon
428
CNX Resources
CNX
$5.35B
$87K 0.03%
5,300
– –
PBI icon
429
Pitney Bowes
PBI
$2.27B
$87K 0.03%
24,107
– –
ARNC
430
DELISTED
Arconic Corporation
ARNC
$87K 0.03%
3,105
– –
FMC icon
431
FMC
FMC
$1.3B
$86K 0.03%
800
– –
KT icon
432
KT
KT
$8.83B
$86K 0.03%
6,150
-400
-6% -$5.75K
SANM icon
433
Sanmina
SANM
$10.9B
$86K 0.03%
2,100
– –
CTVA icon
434
Corteva
CTVA
$50.9B
$85K 0.03%
1,578
– –
UAL icon
435
United Airlines
UAL
$41B
$85K 0.03%
2,400
-1
-0% -$44
CNDT icon
436
Conduent
CNDT
$246M
$83K 0.03%
19,101
– –
GBX icon
437
The Greenbrier Companies
GBX
$1.43B
$83K 0.03%
2,300
– –
CRS icon
438
Carpenter Technology
CRS
$26.7B
$81K 0.02%
2,900
– –
NXST icon
439
Nexstar Media Group
NXST
$5.69B
$81K 0.02%
497
– –
EVCM icon
440
EverCommerce
EVCM
$1.75B
$80K 0.02%
+8,822
New +$95.1K
SCHV
441
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$80K 0.02%
3,825
– –
VALE icon
442
Vale
VALE
$60.9B
$80K 0.02%
5,500
– –
COKE icon
443
Coca-Cola Consolidated
COKE
$12.1B
$79K 0.02%
1,400
– –
PIPR icon
444
Piper Sandler
PIPR
$5.35B
$79K 0.02%
2,800
– –
FFBC icon
445
First Financial Bancorp
FFBC
$3.57B
$78K 0.02%
4,000
– –
MRSH
446
Marsh
MRSH
$91.3B
$77K 0.02%
494
+287
+139% +$46K
OHI icon
447
Omega Healthcare
OHI
$13.8B
$77K 0.02%
2,730
– –
OKE icon
448
Oneok
OKE
$57.7B
$77K 0.02%
1,379
– –
VBR icon
449
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$77K 0.02%
514
– –
ANF icon
450
Abercrombie & Fitch
ANF
$5.24B
$75K 0.02%
4,450
– –
16 17
18
19 20

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TCM
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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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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.