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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
LUV icon
451
Southwest Airlines
LUV
$22.3B
$75K 0.02%
2,073
– –
MORT icon
452
VanEck Mortgage REIT Income ETF
MORT
$374M
$74K 0.02%
5,258
– –
VCIT icon
453
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$74K 0.02%
929
+702
+309% +$57.3K
ADP icon
454
Automatic Data Processing
ADP
$108B
$73K 0.02%
347
+266
+328% +$58.3K
HNI icon
455
HNI Corp
HNI
$3.57B
$73K 0.02%
2,100
– –
MLKN icon
456
MillerKnoll
MLKN
$1.62B
$73K 0.02%
2,784
– –
CTSH icon
457
Cognizant
CTSH
$26.4B
$72K 0.02%
1,067
– –
ORCL icon
458
Oracle
ORCL
$419B
$71K 0.02%
1,012
+512
+102% +$37.5K
VWO icon
459
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$71K 0.02%
1,715
+82
+5% +$3.54K
GOOG icon
460
Alphabet (Google) Class C
GOOG
$4.19T
$70K 0.02%
640
– –
HAL icon
461
Halliburton
HAL
$28.2B
$70K 0.02%
2,222
– –
SCHP icon
462
Schwab US TIPS ETF
SCHP
$16.2B
$70K 0.02%
2,508
-280
-10% -$8.13K
WBA
463
DELISTED
Walgreens Boots Alliance
WBA
$70K 0.02%
1,857
– –
KBAL
464
DELISTED
Kimball International
KBAL
$69K 0.02%
9,000
– –
CMP icon
465
Compass Minerals
CMP
$1.13B
$68K 0.02%
1,914
– –
O icon
466
Realty Income
O
$58.6B
$68K 0.02%
993
– –
AAL icon
467
American Airlines Group
AAL
$10.1B
$67K 0.02%
5,292
+99
+2% +$1.65K
MDLZ icon
468
Mondelez International
MDLZ
$78.9B
$67K 0.02%
1,072
+487
+83% +$30.8K
SMP icon
469
Standard Motor Products
SMP
$889M
$67K 0.02%
1,500
– –
NUS icon
470
Nu Skin
NUS
$236M
$66K 0.02%
1,515
– –
HBI
471
DELISTED
Hanesbrands
HBI
$65K 0.02%
6,300
+3,000
+91% +$37.3K
CS
472
DELISTED
Credit Suisse Group
CS
$65K 0.02%
11,493
– –
FPE icon
473
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$64K 0.02%
3,731
– –
HOG icon
474
Harley-Davidson
HOG
$2.78B
$64K 0.02%
2,030
– –
IDV icon
475
iShares International Select Dividend ETF
IDV
$8.52B
$64K 0.02%
2,358
– –
17 18
19
20 21

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DIM
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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.