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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
XLP icon
826
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$6K ﹤0.01%
+78
New +$5.86K
XLRE icon
827
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$6K ﹤0.01%
156
+116
+290% +$5.17K
XLU icon
828
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$6K ﹤0.01%
+174
New +$6.3K
AMAT icon
829
Applied Materials
AMAT
$439B
$5K ﹤0.01%
52
+30
+136% +$3.29K
BX icon
830
Blackstone
BX
$109B
$5K ﹤0.01%
50
– –
CFG icon
831
Citizens Financial Group
CFG
$31B
$5K ﹤0.01%
145
– –
EWBC icon
832
East-West Bancorp
EWBC
$18.4B
$5K ﹤0.01%
75
– –
EWT icon
833
iShares MSCI Taiwan ETF
EWT
$11.4B
$5K ﹤0.01%
100
– –
GOOS
834
Canada Goose Holdings
GOOS
$848M
$5K ﹤0.01%
251
– –
HEFA icon
835
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.78B
$5K ﹤0.01%
170
– –
IR icon
836
Ingersoll Rand
IR
$32.9B
$5K ﹤0.01%
116
– –
JVA icon
837
Coffee Holding Co
JVA
$20.1M
$5K ﹤0.01%
2,000
– –
LUMN icon
838
Lumen
LUMN
$6.54B
$5K ﹤0.01%
415
– –
MG icon
839
Mistras Group
MG
$553M
$5K ﹤0.01%
800
– –
NAT icon
840
Nordic American Tanker
NAT
$1.36B
$5K ﹤0.01%
2,200
– –
NGVT icon
841
Ingevity
NGVT
$2.63B
$5K ﹤0.01%
75
– –
NNBR icon
842
NN Inc
NNBR
$297M
$5K ﹤0.01%
2,100
– –
OIS icon
843
Oil States International
OIS
$533M
$5K ﹤0.01%
900
– –
PDP icon
844
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$5K ﹤0.01%
75
– –
PLTR icon
845
Palantir
PLTR
$411B
$5K ﹤0.01%
506
– –
RYAM icon
846
Rayonier Advanced Materials
RYAM
$580M
$5K ﹤0.01%
1,900
– –
ZM icon
847
Zoom
ZM
$30.6B
$5K ﹤0.01%
50
– –
ATTO
848
DELISTED
Atento S.A.
ATTO
$5K ﹤0.01%
498
– –
MFGP
849
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$5K ﹤0.01%
1,495
-38
-2% -$176
BF.B icon
850
Brown-Forman Class B
BF.B
$12.8B
$4K ﹤0.01%
+57
New +$3.82K
32 33
34
35 36

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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.