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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
WTI icon
951
W&T Offshore
WTI
$543M
$2K ﹤0.01%
400
– –
XLRE icon
952
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
$2K ﹤0.01%
40
– –
ZBRA icon
953
Zebra Technologies
ZBRA
$18B
$2K ﹤0.01%
+5
New +$2.3K
OSG
954
DELISTED
Overseas Shipholding Group Inc.
OSG
$2K ﹤0.01%
774
– –
SRC
955
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2K ﹤0.01%
+52
New +$2.42K
MAXR
956
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$2K ﹤0.01%
45
– –
AFI
957
DELISTED
Armstrong Flooring, Inc.
AFI
$2K ﹤0.01%
1,400
– –
ALEC icon
958
Alector
ALEC
$230M
$1K ﹤0.01%
40
– –
BBVA icon
959
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
$1K ﹤0.01%
249
– –
BIP icon
960
Brookfield Infrastructure Partners
BIP
$18.3B
$1K ﹤0.01%
30
– –
COF icon
961
Capital One
COF
$137B
$1K ﹤0.01%
+10
New +$1.46K
CRH icon
962
CRH
CRH
$65.4B
$1K ﹤0.01%
24
– –
CRWD icon
963
CrowdStrike
CRWD
$230B
$1K ﹤0.01%
12
+8
+200% +$373
CZR icon
964
Caesars Entertainment
CZR
$6.05B
$1K ﹤0.01%
+8
New +$642
EDIT icon
965
Editas Medicine
EDIT
$438M
$1K ﹤0.01%
75
– –
EG icon
966
Everest Group
EG
$14B
$1K ﹤0.01%
3
– –
ENR icon
967
Energizer
ENR
$1.55B
$1K ﹤0.01%
26
– –
EQH icon
968
Equitable Holdings
EQH
$14.4B
$1K ﹤0.01%
42
– –
FMS icon
969
Fresenius Medical Care
FMS
$12.6B
$1K ﹤0.01%
21
– –
FRT icon
970
Federal Realty Investment Trust
FRT
$10.3B
$1K ﹤0.01%
+10
New +$1.23K
GOSS icon
971
Gossamer Bio
GOSS
$84.3M
$1K ﹤0.01%
69
– –
HRB icon
972
H&R Block
HRB
$6.81B
$1K ﹤0.01%
29
– –
IEO icon
973
iShares US Oil & Gas Exploration & Production ETF
IEO
$588M
$1K ﹤0.01%
+15
New +$1.12K
IEZ icon
974
iShares US Oil Equipment & Services ETF
IEZ
$382M
$1K ﹤0.01%
28
– –
INGR icon
975
Ingredion
INGR
$6.65B
$1K ﹤0.01%
11
– –
37 38
39
40 41

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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.