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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
SCHO icon
551
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$41K 0.01%
1,642
– –
ZNH
552
DELISTED
China Southern Airlines Company Limited
ZNH
$41K 0.01%
1,400
– –
BA icon
553
Boeing
BA
$183B
$40K 0.01%
208
– –
DXC icon
554
DXC Technology
DXC
$1.71B
$40K 0.01%
1,232
– –
SKM icon
555
SK Telecom
SKM
$13.5B
$40K 0.01%
1,576
+545
+53% +$14.1K
VRN
556
DELISTED
Veren
VRN
$40K 0.01%
5,500
– –
ACHC icon
557
Acadia Healthcare
ACHC
$2.95B
$39K 0.01%
600
– –
PGZ
558
Principal Real Estate Income Fund
PGZ
$68.3M
$39K 0.01%
+2,500
New +$38K
THS
559
DELISTED
Treehouse Foods
THS
$39K 0.01%
1,200
– –
CMTL icon
560
Comtech Telecommunications
CMTL
$52.1M
$38K 0.01%
2,400
– –
NKE icon
561
Nike
NKE
$60.1B
$38K 0.01%
283
– –
SJM icon
562
J.M. Smucker
SJM
$12.7B
$38K 0.01%
282
– –
DOV icon
563
Dover
DOV
$28B
$37K 0.01%
233
– –
GOVT icon
564
iShares US Treasury Bond ETF
GOVT
$43.7B
$37K 0.01%
1,504
– –
MDLZ icon
565
Mondelez International
MDLZ
$79.4B
$37K 0.01%
585
– –
VNQ icon
566
Vanguard Real Estate ETF
VNQ
$38.6B
$37K 0.01%
342
+9
+3% +$952
FFTI
567
DELISTED
FormulaFolios Tactical Income ETF
FFTI
$37K 0.01%
1,669
– –
LRCX icon
568
Lam Research
LRCX
$408B
$36K 0.01%
670
– –
WTW icon
569
Willis Towers Watson
WTW
$31.6B
$36K 0.01%
151
– –
BECN
570
DELISTED
Beacon Roofing Supply, Inc.
BECN
$36K 0.01%
600
– –
MD icon
571
Pediatrix Medical
MD
$2.15B
$35K 0.01%
1,500
– –
MRSH
572
Marsh
MRSH
$90.1B
$35K 0.01%
207
– –
MSI icon
573
Motorola Solutions
MSI
$77.7B
$34K 0.01%
142
– –
UNVR
574
DELISTED
Univar Solutions Inc.
UNVR
$34K 0.01%
1,067
– –
WLMS
575
DELISTED
Williams Industrial Services Group Inc.
WLMS
$34K 0.01%
17,025
+1,500
+10% +$3.13K
21 22
23
24 25

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MCM
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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.