We are live on ! Find out more
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
BYD icon
926
Boyd Gaming
BYD
$6.05B
$2K ﹤0.01%
+27
New +$1.75K
CARR icon
927
Carrier Global
CARR
$52.2B
$2K ﹤0.01%
+35
New +$1.65K
CGC
928
Canopy Growth
CGC
$426M
$2K ﹤0.01%
30
– –
DKNG icon
929
DraftKings
DKNG
$12.6B
$2K ﹤0.01%
100
– –
DUK icon
930
Duke Energy
DUK
$97.1B
$2K ﹤0.01%
+15
New +$1.56K
EIX icon
931
Edison International
EIX
$27.2B
$2K ﹤0.01%
34
– –
EMB icon
932
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$2K ﹤0.01%
23
– –
GLD icon
933
SPDR Gold Trust
GLD
$142B
$2K ﹤0.01%
12
– –
HAUZ icon
934
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$2K ﹤0.01%
84
– –
ICF icon
935
iShares Select U.S. REIT ETF
ICF
$2.11B
$2K ﹤0.01%
27
+18
+200% +$1.24K
IFN
936
Aberdeen India Fund
IFN
$505M
$2K ﹤0.01%
110
– –
IYR icon
937
iShares US Real Estate ETF
IYR
$4.58B
$2K ﹤0.01%
17
+10
+143% +$1.05K
KWEB icon
938
KraneShares CSI China Internet ETF
KWEB
$5.31B
$2K ﹤0.01%
80
– –
MTW icon
939
Manitowoc
MTW
$753M
$2K ﹤0.01%
100
– –
NOW icon
940
ServiceNow
NOW
$132B
$2K ﹤0.01%
+15
New +$1.68K
PINS icon
941
Pinterest
PINS
$13.2B
$2K ﹤0.01%
100
– –
REET icon
942
iShares Global REIT ETF
REET
$5.08B
$2K ﹤0.01%
74
+45
+155% +$1.28K
REM icon
943
iShares Mortgage Real Estate ETF
REM
$547M
$2K ﹤0.01%
61
+38
+165% +$1.25K
REZ icon
944
iShares Residential and Multisector Real Estate ETF
REZ
$861M
$2K ﹤0.01%
21
+13
+163% +$1.21K
RWR icon
945
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$2K ﹤0.01%
16
+10
+167% +$1.14K
SNN icon
946
Smith & Nephew
SNN
$12.6B
$2K ﹤0.01%
59
– –
SRVR icon
947
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
$2K ﹤0.01%
56
+35
+167% +$1.31K
TENB icon
948
Tenable Holdings
TENB
$4.41B
$2K ﹤0.01%
+30
New +$1.55K
TLRY icon
949
Tilray
TLRY
$640M
$2K ﹤0.01%
28
– –
VTR icon
950
Ventas
VTR
$46.3B
$2K ﹤0.01%
+36
New +$1.97K
36 37
38
39 40

Similar funds

QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 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.