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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
TCOM icon
826
Trip.com Group
TCOM
$28.7B
$6K ﹤0.01%
269
– –
VEON icon
827
VEON
VEON
$3.92B
$6K ﹤0.01%
380
+100
+36% +$2.72K
XLK icon
828
State Street Technology Select Sector SPDR ETF
XLK
$124B
$6K ﹤0.01%
70
– –
XP icon
829
XP
XP
$7.98B
$6K ﹤0.01%
204
– –
ZM icon
830
Zoom
ZM
$30.8B
$6K ﹤0.01%
50
– –
CCI icon
831
Crown Castle
CCI
$31.5B
$5K ﹤0.01%
25
+15
+150% +$2.67K
COST icon
832
Costco
COST
$421B
$5K ﹤0.01%
+8
New +$4.2K
CPNG icon
833
Coupang
CPNG
$29.3B
$5K ﹤0.01%
300
– –
DHR icon
834
Danaher
DHR
$145B
$5K ﹤0.01%
+19
New +$4.76K
EEM icon
835
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$5K ﹤0.01%
110
– –
AGNT
836
AGNT Inc
AGNT
$715M
$5K ﹤0.01%
238
– –
GIFI
837
DELISTED
Gulf Island Fabrication
GIFI
$5K ﹤0.01%
1,200
– –
JLL icon
838
Jones Lang LaSalle
JLL
$16.7B
$5K ﹤0.01%
+21
New +$5.12K
LCID icon
839
Lucid Motors
LCID
$2.58B
$5K ﹤0.01%
22
– –
LUMN icon
840
Lumen
LUMN
$6.49B
$5K ﹤0.01%
415
– –
LYG icon
841
Lloyds Banking Group
LYG
$89.8B
$5K ﹤0.01%
2,135
– –
MG icon
842
Mistras Group
MG
$556M
$5K ﹤0.01%
800
– –
NAT icon
843
Nordic American Tanker
NAT
$1.36B
$5K ﹤0.01%
2,200
– –
NGVT icon
844
Ingevity
NGVT
$2.62B
$5K ﹤0.01%
75
– –
OUST icon
845
Ouster
OUST
$3.33B
$5K ﹤0.01%
100
– –
PANW icon
846
Palo Alto Networks
PANW
$315B
$5K ﹤0.01%
+48
New +$4.3K
PKG icon
847
Packaging Corp of America
PKG
$22.8B
$5K ﹤0.01%
31
– –
AAOI icon
848
Applied Optoelectronics
AAOI
$11.7B
$4K ﹤0.01%
1,000
– –
AIV
849
Aimco
AIV
$379M
$4K ﹤0.01%
495
– –
AMRN
850
Amarin Corp
AMRN
$297M
$4K ﹤0.01%
61
– –
32 33
34
35 36

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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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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.