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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
HNDL icon
476
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$67K 0.02%
2,772
– –
QYLD icon
477
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$67K 0.02%
3,204
– –
VNQI icon
478
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$66K 0.02%
1,280
– –
IDLV icon
479
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
$65K 0.02%
2,089
– –
SMP icon
480
Standard Motor Products
SMP
$877M
$65K 0.02%
1,500
– –
EMHY icon
481
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$63K 0.02%
1,589
– –
HOFT icon
482
Hooker Furnishings Corp
HOFT
$160M
$63K 0.02%
3,300
– –
WYNN icon
483
Wynn Resorts
WYNN
$10.6B
$63K 0.02%
785
-1,000
-56% -$84.3K
CONN
484
DELISTED
Conn's Inc.
CONN
$63K 0.02%
4,100
– –
DBD
485
DELISTED
Diebold Nixdorf Incorporated
DBD
$63K 0.02%
9,290
+40
+0.4% +$342
AU icon
486
AngloGold Ashanti
AU
$49.5B
$62K 0.02%
2,600
– –
CAH icon
487
Cardinal Health
CAH
$54.5B
$62K 0.02%
1,096
– –
HIG icon
488
Hartford Financial Services
HIG
$37.7B
$62K 0.02%
861
– –
VTI icon
489
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$62K 0.02%
272
– –
FISV
490
Fiserv Inc
FISV
$27.4B
$61K 0.02%
598
+34
+6% +$3.44K
CE icon
491
Celanese
CE
$4.75B
$60K 0.02%
420
– –
DNP icon
492
DNP Select Income Fund
DNP
$4.12B
$60K 0.02%
5,092
– –
X
493
DELISTED
US Steel
X
$60K 0.02%
1,600
-2,300
-59% -$62.2K
AUB icon
494
Atlantic Union Bankshares
AUB
$6.06B
$59K 0.02%
1,600
– –
RNP icon
495
Cohen & Steers REIT and Preferred and Income Fund
RNP
$976M
$59K 0.02%
2,200
– –
VOO icon
496
Vanguard S&P 500 ETF
VOO
$1.03T
$59K 0.02%
+143
New +$58.5K
RRC icon
497
Range Resources
RRC
$9.39B
$58K 0.02%
1,900
– –
BMY icon
498
Bristol-Myers Squibb
BMY
$130B
$57K 0.02%
787
– –
ODP
499
DELISTED
ODP
ODP
$57K 0.02%
1,250
– –
VECO icon
500
Veeco
VECO
$3.26B
$57K 0.02%
2,100
– –
18 19
20
21 22

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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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KF
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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.