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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
WELL icon
751
Welltower
WELL
$166B
$11K ﹤0.01%
116
-135
-54% -$11.7K
FLG
752
Flagstar Bank National Association
FLG
$5.9B
$11K ﹤0.01%
333
– –
TPC
753
Tutor Perini Cor
TPC
$5.05B
$11K ﹤0.01%
1,000
– –
STZ.B
754
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$11K ﹤0.01%
50
– –
DRE
755
DELISTED
Duke Realty Corp.
DRE
$11K ﹤0.01%
+197
New +$11.2K
CI icon
756
Cigna
CI
$73.3B
$10K ﹤0.01%
40
– –
CUZ icon
757
Cousins Properties
CUZ
$4.85B
$10K ﹤0.01%
258
– –
DOC icon
758
Healthpeak Properties
DOC
$14.2B
$10K ﹤0.01%
+287
New +$9.67K
EFAS icon
759
Global X MSCI SuperDividend EAFE ETF
EFAS
$53.7M
$10K ﹤0.01%
642
– –
EVRG icon
760
Evergy
EVRG
$19.2B
$10K ﹤0.01%
145
– –
FNF icon
761
Fidelity National Financial
FNF
$12.8B
$10K ﹤0.01%
223
– –
HUM icon
762
Humana
HUM
$46.7B
$10K ﹤0.01%
24
– –
IUSB icon
763
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$10K ﹤0.01%
210
– –
IWP icon
764
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$10K ﹤0.01%
98
– –
PK icon
765
Park Hotels & Resorts
PK
$2.99B
$10K ﹤0.01%
500
– –
SAIC icon
766
Saic
SAIC
$5.34B
$10K ﹤0.01%
112
– –
SPR
767
DELISTED
Spirit AeroSystems
SPR
$10K ﹤0.01%
200
– –
TROW icon
768
T. Rowe Price
TROW
$23.8B
$10K ﹤0.01%
65
– –
TSM icon
769
TSMC
TSM
$2.23T
$10K ﹤0.01%
100
– –
WBD icon
770
Warner Bros
WBD
$69.3B
$10K ﹤0.01%
400
+200
+100% +$5.49K
XAR icon
771
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$10K ﹤0.01%
80
– –
YPF icon
772
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.2B
$10K ﹤0.01%
2,100
– –
APPS icon
773
Digital Turbine
APPS
$1.5B
$9K ﹤0.01%
200
– –
CL icon
774
Colgate-Palmolive
CL
$73.6B
$9K ﹤0.01%
122
– –
ITB icon
775
iShares US Home Construction ETF
ITB
$2.34B
$9K ﹤0.01%
150
– –
29 30
31
32 33

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.