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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
AUD
501
DELISTED
Audacy, Inc.
AUD
$57K 0.02%
19,850
– –
MBB icon
502
iShares MBS ETF
MBB
$39B
$56K 0.02%
552
– –
SHY icon
503
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$56K 0.02%
677
– –
IPI icon
504
Intrepid Potash
IPI
$490M
$55K 0.02%
670
– –
VGSH icon
505
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$55K 0.02%
934
-412
-31% -$24.8K
KEX icon
506
Kirby Corp
KEX
$7.18B
$54K 0.02%
750
– –
PNR icon
507
Pentair
PNR
$10.5B
$54K 0.02%
1,000
– –
VTEB icon
508
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$54K 0.02%
1,050
– –
WDC icon
509
Western Digital
WDC
$157B
$53K 0.02%
1,401
– –
BKNG icon
510
Booking.com
BKNG
$159B
$52K 0.01%
550
– –
FE icon
511
FirstEnergy
FE
$27.2B
$52K 0.01%
1,125
– –
PDS
512
Precision Drilling
PDS
$1.08B
$52K 0.01%
705
– –
REZI icon
513
Resideo Technologies
REZI
$3.89B
$52K 0.01%
2,203
– –
SLQD icon
514
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$52K 0.01%
1,045
– –
CMI icon
515
Cummins
CMI
$87.8B
$51K 0.01%
250
– –
CRUS icon
516
Cirrus Logic
CRUS
$6.11B
$51K 0.01%
600
– –
HP icon
517
Helmerich & Payne
HP
$4.29B
$51K 0.01%
1,200
– –
ITUB icon
518
Itaú Unibanco
ITUB
$81.6B
$51K 0.01%
10,096
– –
ST icon
519
Sensata Technologies
ST
$6.72B
$51K 0.01%
1,000
– –
WU icon
520
Western Union
WU
$2.23B
$51K 0.01%
2,700
– –
LPL icon
521
LG Display
LPL
$3.46B
$50K 0.01%
6,100
– –
DPG
522
Duff & Phelps Utility and Infrastructure Fund
DPG
$527M
$49K 0.01%
+3,200
New +$46.1K
GPC icon
523
Genuine Parts
GPC
$18.5B
$49K 0.01%
391
– –
HBI
524
DELISTED
Hanesbrands
HBI
$49K 0.01%
3,300
– –
SNV
525
DELISTED
Synovus
SNV
$49K 0.01%
1,007
– –
19 20
21
22 23

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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.