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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
SUP
476
DELISTED
Superior Industries International
SUP
$64K 0.02%
16,200
-600
-4% -$2.36K
ANET icon
477
Arista Networks
ANET
$263B
$63K 0.02%
2,668
+108
+4% +$2.96K
XLF icon
478
State Street Financial Select Sector SPDR ETF
XLF
$59B
$63K 0.02%
1,990
+890
+81% +$30.8K
CATO icon
479
Cato Corp
CATO
$64.9M
$62K 0.02%
5,300
– –
IEMG icon
480
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$62K 0.02%
1,258
– –
BMY icon
481
Bristol-Myers Squibb
BMY
$131B
$61K 0.02%
787
– –
LNC icon
482
Lincoln National
LNC
$8.44B
$61K 0.02%
1,300
– –
USHY icon
483
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$60K 0.02%
1,742
– –
IDLV icon
484
Invesco S&P International Developed Low Volatility ETF
IDLV
$345M
$58K 0.02%
2,089
– –
CAH icon
485
Cardinal Health
CAH
$55.1B
$57K 0.02%
1,096
– –
HNDL icon
486
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$640M
$57K 0.02%
2,772
– –
VNQI icon
487
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$57K 0.02%
1,280
– –
XLK icon
488
State Street Technology Select Sector SPDR ETF
XLK
$124B
$57K 0.02%
898
+828
+1,183% +$57.7K
HIG icon
489
Hartford Financial Services
HIG
$38.1B
$56K 0.02%
861
– –
QYLD icon
490
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$56K 0.02%
3,204
– –
DNP icon
491
DNP Select Income Fund
DNP
$4.11B
$55K 0.02%
5,092
– –
EMHY icon
492
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$55K 0.02%
1,589
– –
AUB icon
493
Atlantic Union Bankshares
AUB
$6.04B
$54K 0.02%
1,600
– –
MBB icon
494
iShares MBS ETF
MBB
$39.1B
$54K 0.02%
552
– –
VEU icon
495
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$54K 0.02%
+1,075
New +$57.6K
VTI icon
496
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$54K 0.02%
285
+13
+5% +$2.67K
DFAX icon
497
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$53K 0.02%
+2,452
New +$57.1K
FISV
498
Fiserv Inc
FISV
$27.1B
$53K 0.02%
598
– –
GPC icon
499
Genuine Parts
GPC
$18.3B
$52K 0.02%
391
– –
HON icon
500
Honeywell
HON
$73B
$52K 0.02%
316
+92
+41% +$16.5K
18 19
20
21 22

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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 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.