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
-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
EWX icon
976
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
$2K ﹤0.01%
45
– –
EXPE icon
977
Expedia Group
EXPE
$38.5B
$2K ﹤0.01%
17
– –
GFI icon
978
Gold Fields
GFI
$36.8B
$2K ﹤0.01%
+243
New +$2.9K
HAUZ icon
979
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$2K ﹤0.01%
96
+12
+14% +$293
ICF icon
980
iShares Select U.S. REIT ETF
ICF
$2.09B
$2K ﹤0.01%
38
+11
+41% +$723
IDXX icon
981
Idexx Laboratories
IDXX
$45B
$2K ﹤0.01%
+7
New +$2.85K
IFN
982
Aberdeen India Fund
IFN
$508M
$2K ﹤0.01%
110
– –
IPO icon
983
Renaissance IPO ETF
IPO
$164M
$2K ﹤0.01%
58
– –
IYR icon
984
iShares US Real Estate ETF
IYR
$4.52B
$2K ﹤0.01%
25
+8
+47% +$798
LYFT icon
985
Lyft
LYFT
$6.26B
$2K ﹤0.01%
150
– –
MCY icon
986
Mercury Insurance
MCY
$5.9B
$2K ﹤0.01%
50
– –
MTUM icon
987
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$2K ﹤0.01%
15
– –
OUST icon
988
Ouster
OUST
$3.35B
$2K ﹤0.01%
100
– –
PENN icon
989
PENN Entertainment
PENN
$2.58B
$2K ﹤0.01%
60
– –
PINS icon
990
Pinterest
PINS
$13B
$2K ﹤0.01%
100
– –
REET icon
991
iShares Global REIT ETF
REET
$5.04B
$2K ﹤0.01%
102
+28
+38% +$745
REM icon
992
iShares Mortgage Real Estate ETF
REM
$546M
$2K ﹤0.01%
87
+26
+43% +$769
REZ icon
993
iShares Residential and Multisector Real Estate ETF
REZ
$849M
$2K ﹤0.01%
29
+8
+38% +$695
RWR icon
994
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$2K ﹤0.01%
23
+7
+44% +$741
SCCO icon
995
Southern Copper
SCCO
$164B
$2K ﹤0.01%
+53
New +$3.02K
SNN icon
996
Smith & Nephew
SNN
$12.4B
$2K ﹤0.01%
59
– –
SPGM icon
997
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$2K ﹤0.01%
46
– –
TISI icon
998
Team
TISI
$102M
$2K ﹤0.01%
320
– –
VTR icon
999
Ventas
VTR
$45.6B
$2K ﹤0.01%
36
– –
WTI icon
1000
W&T Offshore
WTI
$562M
$2K ﹤0.01%
400
– –
38 39
40
41 42

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
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

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.