We are live on ! Find out more
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
VTEB icon
501
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$52K 0.02%
1,050
– –
COST icon
502
Costco
COST
$419B
$51K 0.02%
106
+98
+1,225% +$49.7K
HOFT icon
503
Hooker Furnishings Corp
HOFT
$163M
$51K 0.02%
3,300
– –
THS
504
DELISTED
Treehouse Foods
THS
$50K 0.02%
1,200
– –
XLV icon
505
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$50K 0.02%
+387
New +$50.7K
CE icon
506
Celanese
CE
$4.92B
$49K 0.01%
420
– –
STT icon
507
State Street
STT
$51.4B
$49K 0.01%
800
– –
UL icon
508
Unilever
UL
$134B
$49K 0.01%
944
– –
V icon
509
Visa
V
$677B
$49K 0.01%
248
+27
+12% +$5.58K
AMCX icon
510
AMC Global Media
AMCX
$486M
$48K 0.01%
1,650
– –
CMI icon
511
Cummins
CMI
$87.1B
$48K 0.01%
250
– –
CYH icon
512
Community Health Systems
CYH
$400M
$48K 0.01%
12,798
-34
-0.3% -$239
RNP icon
513
Cohen & Steers REIT and Preferred and Income Fund
RNP
$971M
$47K 0.01%
2,200
– –
RRC icon
514
Range Resources
RRC
$9.5B
$47K 0.01%
1,900
– –
WDC icon
515
Western Digital
WDC
$151B
$47K 0.01%
1,401
– –
KEX icon
516
Kirby Corp
KEX
$7B
$46K 0.01%
750
– –
PNR icon
517
Pentair
PNR
$10.7B
$46K 0.01%
1,000
– –
VMBS icon
518
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$46K 0.01%
955
– –
CARS icon
519
Cars.com
CARS
$635M
$45K 0.01%
4,814
-133
-3% -$1.44K
CCI icon
520
Crown Castle
CCI
$31.3B
$45K 0.01%
269
+244
+976% +$44.4K
PDS
521
Precision Drilling
PDS
$1.07B
$45K 0.01%
705
– –
RHI icon
522
Robert Half
RHI
$4.31B
$45K 0.01%
600
– –
TMO icon
523
Thermo Fisher Scientific
TMO
$224B
$45K 0.01%
82
+75
+1,071% +$41.3K
TBRG
524
DELISTED
TruBridge
TBRG
$45K 0.01%
1,400
– –
BIV icon
525
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$44K 0.01%
563
-333
-37% -$26.1K
19 20
21
22 23

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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.