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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
CRUS icon
526
Cirrus Logic
CRUS
$6.13B
$44K 0.01%
600
– –
DPG
527
Duff & Phelps Utility and Infrastructure Fund
DPG
$528M
$44K 0.01%
3,200
– –
MTB icon
528
M&T Bank
MTB
$36.4B
$44K 0.01%
277
+91
+49% +$15.3K
RGS icon
529
Regis Corp
RGS
$68.3M
$44K 0.01%
2,014
-30
-1% -$677
VIG icon
530
Vanguard Dividend Appreciation ETF
VIG
$114B
$44K 0.01%
307
-362
-54% -$55.1K
WU icon
531
Western Union
WU
$2.16B
$44K 0.01%
2,700
– –
DHR icon
532
Danaher
DHR
$144B
$43K 0.01%
190
+171
+900% +$39.4K
REZI icon
533
Resideo Technologies
REZI
$3.53B
$43K 0.01%
2,200
-3
-0.1% -$68
SCHL icon
534
Scholastic
SCHL
$789M
$43K 0.01%
1,200
– –
LGF.A
535
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$42K 0.01%
4,525
– –
ST icon
536
Sensata Technologies
ST
$6.7B
$41K 0.01%
1,000
– –
VECO icon
537
Veeco
VECO
$3.25B
$41K 0.01%
2,100
– –
ZNH
538
DELISTED
China Southern Airlines Company Limited
ZNH
$41K 0.01%
1,400
– –
AEM icon
539
Agnico Eagle Mines
AEM
$94.2B
$40K 0.01%
+880
New +$48.9K
BEN icon
540
Franklin Resources
BEN
$17.1B
$40K 0.01%
1,700
– –
DE icon
541
Deere & Co
DE
$165B
$40K 0.01%
+134
New +$49.3K
NOBL icon
542
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$40K 0.01%
938
– –
NOK icon
543
Nokia
NOK
$58B
$40K 0.01%
8,750
-5
-0.1% -$25
WY icon
544
Weyerhaeuser
WY
$17.6B
$40K 0.01%
1,213
+1,138
+1,517% +$43.4K
CB icon
545
Chubb
CB
$134B
$39K 0.01%
199
– –
HURN icon
546
Huron Consulting
HURN
$2.34B
$39K 0.01%
600
– –
KRE icon
547
State Street SPDR S&P Regional Banking ETF
KRE
$4.62B
$39K 0.01%
666
– –
SCHE icon
548
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$39K 0.01%
1,548
+41
+3% +$1.07K
VRN
549
DELISTED
Veren
VRN
$39K 0.01%
5,500
– –
AU icon
550
AngloGold Ashanti
AU
$49.7B
$38K 0.01%
2,600
– –
20 21
22
23 24

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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.