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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
CME icon
651
CME Group
CME
$94.3B
$20K 0.01%
85
+16
+23% +$3.76K
EL icon
652
Estee Lauder
EL
$31.7B
$20K 0.01%
75
– –
HYG icon
653
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$20K 0.01%
242
– –
NWPX icon
654
NWPX Infrastructure Inc
NWPX
$1.1B
$20K 0.01%
800
– –
PAYX icon
655
Paychex
PAYX
$42.8B
$20K 0.01%
143
– –
TIP icon
656
iShares TIPS Bond ETF
TIP
$14.7B
$20K 0.01%
160
– –
VCIT icon
657
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$20K 0.01%
227
– –
NP
658
DELISTED
Neenah, Inc. Common Stock
NP
$20K 0.01%
500
– –
ARMK icon
659
Aramark
ARMK
$15.9B
$19K 0.01%
693
– –
FNDE icon
660
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.99B
$19K 0.01%
669
– –
IAU icon
661
iShares Gold Trust
IAU
$65.4B
$19K 0.01%
521
– –
MHK icon
662
Mohawk Industries
MHK
$9.27B
$19K 0.01%
150
– –
NEXA icon
663
Nexa Resources
NEXA
$1.93B
$19K 0.01%
2,000
– –
ON icon
664
ON Semiconductor
ON
$32.4B
$19K 0.01%
300
– –
SNCR
665
DELISTED
Synchronoss Technologies
SNCR
$19K 0.01%
1,211
– –
WPC icon
666
W.P. Carey
WPC
$16.1B
$19K 0.01%
237
– –
EGIO
667
DELISTED
Edgio, Inc. Common Stock
EGIO
$19K 0.01%
92
– –
FFHG
668
DELISTED
Formula Folios Hedged Growth ETF
FFHG
$19K 0.01%
554
– –
ADP icon
669
Automatic Data Processing
ADP
$107B
$18K 0.01%
81
– –
BHF icon
670
Brighthouse Financial
BHF
$3.44B
$18K 0.01%
347
– –
EPC icon
671
Edgewell Personal Care
EPC
$1.32B
$18K 0.01%
500
– –
FNDA icon
672
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$18K 0.01%
664
– –
USRT icon
673
iShares Core US REIT ETF
USRT
$4.58B
$18K 0.01%
276
+19
+7% +$1.19K
PRMW
674
DELISTED
Primo Water Corporation
PRMW
$18K 0.01%
1,250
– –
AXTA icon
675
Axalta
AXTA
$7.98B
$17K ﹤0.01%
700
– –
25 26
27
28 29

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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.