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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
TDS icon
951
Telephone and Data Systems
TDS
$3.84B
$3K ﹤0.01%
218
– –
TER icon
952
Teradyne
TER
$59.3B
$3K ﹤0.01%
+33
New +$3.43K
URNM icon
953
Sprott Uranium Miners ETF
URNM
$2.03B
$3K ﹤0.01%
+94
New +$3.33K
USMV icon
954
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$3K ﹤0.01%
+41
New +$3K
VB icon
955
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$3K ﹤0.01%
17
– –
VRSK icon
956
Verisk Analytics
VRSK
$23.6B
$3K ﹤0.01%
+18
New +$3.36K
WIT icon
957
Wipro
WIT
$19.5B
$3K ﹤0.01%
+966
New +$3.04K
XLI icon
958
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$3K ﹤0.01%
40
– –
ZTS icon
959
Zoetis
ZTS
$31.1B
$3K ﹤0.01%
+20
New +$3.46K
MTUS icon
960
Metallus
MTUS
$900M
$3K ﹤0.01%
187
– –
CPAY icon
961
Corpay
CPAY
$26.7B
$3K ﹤0.01%
+15
New +$3.57K
ETRN
962
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$3K ﹤0.01%
400
– –
LCI
963
DELISTED
Lannett Company, Inc.
LCI
$3K ﹤0.01%
1,125
– –
AAOI icon
964
Applied Optoelectronics
AAOI
$11.4B
$2K ﹤0.01%
1,000
– –
AEO icon
965
American Eagle Outfitters
AEO
$2.91B
$2K ﹤0.01%
200
– –
AIA icon
966
iShares Asia 50 ETF
AIA
$4.95B
$2K ﹤0.01%
30
– –
ALGN icon
967
Align Technology
ALGN
$12.3B
$2K ﹤0.01%
+9
New +$2.77K
AMRN
968
Amarin Corp
AMRN
$296M
$2K ﹤0.01%
61
– –
BBRE icon
969
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.24B
$2K ﹤0.01%
26
+7
+37% +$676
BIL icon
970
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$2K ﹤0.01%
17
– –
CHX
971
DELISTED
ChampionX
CHX
$2K ﹤0.01%
116
– –
DUK icon
972
Duke Energy
DUK
$96.1B
$2K ﹤0.01%
15
– –
ECL icon
973
Ecolab
ECL
$79.8B
$2K ﹤0.01%
15
– –
EIX icon
974
Edison International
EIX
$26.9B
$2K ﹤0.01%
34
– –
EMB icon
975
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$2K ﹤0.01%
23
– –
37 38
39
40 41

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CFP
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TCM
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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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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.