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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
INFY icon
926
Infosys
INFY
$49.2B
$3K ﹤0.01%
+153
New +$3.04K
ISCG icon
927
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
$3K ﹤0.01%
72
– –
IT icon
928
Gartner
IT
$11.4B
$3K ﹤0.01%
+13
New +$3.46K
ITW icon
929
Illinois Tool Works
ITW
$83.3B
$3K ﹤0.01%
+18
New +$3.6K
IXN icon
930
iShares Global Tech ETF
IXN
$9.36B
$3K ﹤0.01%
72
– –
JKHY icon
931
Jack Henry & Associates
JKHY
$10.8B
$3K ﹤0.01%
+19
New +$3.56K
JPME icon
932
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$476M
$3K ﹤0.01%
36
– –
KEYS icon
933
Keysight
KEYS
$60.3B
$3K ﹤0.01%
+24
New +$3.41K
KIM icon
934
Kimco Realty
KIM
$16.1B
$3K ﹤0.01%
156
– –
KTOS icon
935
Kratos Defense & Security Solutions
KTOS
$11.7B
$3K ﹤0.01%
200
– –
KWEB icon
936
KraneShares CSI China Internet ETF
KWEB
$5.45B
$3K ﹤0.01%
80
– –
LIN icon
937
Linde
LIN
$223B
$3K ﹤0.01%
9
– –
LQD icon
938
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$3K ﹤0.01%
23
– –
MASI
939
DELISTED
Masimo
MASI
$3K ﹤0.01%
+26
New +$3.48K
MCO icon
940
Moody's
MCO
$82.5B
$3K ﹤0.01%
+11
New +$3.29K
MKSI icon
941
MKS Inc
MKSI
$20.9B
$3K ﹤0.01%
+27
New +$3.15K
MKTX icon
942
MarketAxess Holdings
MKTX
$5.72B
$3K ﹤0.01%
+11
New +$3.01K
MPT
943
Medical Properties Trust
MPT
$2.42B
$3K ﹤0.01%
200
– –
MTD icon
944
Mettler-Toledo International
MTD
$28.6B
$3K ﹤0.01%
+3
New +$3.77K
ODFL icon
945
Old Dominion Freight Line
ODFL
$44B
$3K ﹤0.01%
+26
New +$3.41K
RMD icon
946
ResMed
RMD
$32.4B
$3K ﹤0.01%
+16
New +$3.41K
ROK icon
947
Rockwell Automation
ROK
$49.7B
$3K ﹤0.01%
15
– –
RWJ icon
948
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.07B
$3K ﹤0.01%
78
– –
SEIC icon
949
SEI Investments
SEIC
$12.5B
$3K ﹤0.01%
+62
New +$3.49K
SRVR icon
950
Pacer Data & Infrastructure Real Estate ETF
SRVR
$385M
$3K ﹤0.01%
76
+20
+36% +$734
36 37
38
39 40

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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.