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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
OSG
1001
DELISTED
Overseas Shipholding Group Inc.
OSG
$2K ﹤0.01%
774
– –
SRC
1002
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2K ﹤0.01%
52
– –
SRT
1003
DELISTED
Startek Inc.
SRT
$2K ﹤0.01%
700
– –
HZN
1004
DELISTED
Horizon Global Corporation
HZN
$2K ﹤0.01%
1,500
– –
ALLY icon
1005
Ally Financial
ALLY
$13.4B
$1K ﹤0.01%
35
– –
BBVA icon
1006
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1K ﹤0.01%
249
– –
BIP icon
1007
Brookfield Infrastructure Partners
BIP
$18.1B
$1K ﹤0.01%
30
– –
BNDX icon
1008
Vanguard Total International Bond ETF
BNDX
$82.9B
$1K ﹤0.01%
30
– –
BYD icon
1009
Boyd Gaming
BYD
$5.98B
$1K ﹤0.01%
27
– –
CARR icon
1010
Carrier Global
CARR
$52.4B
$1K ﹤0.01%
35
– –
CGC
1011
Canopy Growth
CGC
$422M
$1K ﹤0.01%
30
– –
CIBR icon
1012
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$1K ﹤0.01%
+20
New +$895
COF icon
1013
Capital One
COF
$134B
$1K ﹤0.01%
10
– –
COIN icon
1014
Coinbase
COIN
$39.2B
$1K ﹤0.01%
+29
New +$2.76K
CRH icon
1015
CRH
CRH
$67.4B
$1K ﹤0.01%
24
– –
CRWD icon
1016
CrowdStrike
CRWD
$226B
$1K ﹤0.01%
12
– –
DKNG icon
1017
DraftKings
DKNG
$12.6B
$1K ﹤0.01%
100
– –
DTM icon
1018
DT Midstream
DTM
$13.7B
$1K ﹤0.01%
+25
New +$1.36K
EDIT icon
1019
Editas Medicine
EDIT
$453M
$1K ﹤0.01%
75
– –
EG icon
1020
Everest Group
EG
$14B
$1K ﹤0.01%
3
– –
ENR icon
1021
Energizer
ENR
$1.53B
$1K ﹤0.01%
26
– –
EQH icon
1022
Equitable Holdings
EQH
$14B
$1K ﹤0.01%
42
– –
FMS icon
1023
Fresenius Medical Care
FMS
$12.7B
$1K ﹤0.01%
21
– –
FWONK icon
1024
Liberty Media Series C
FWONK
$25.7B
$1K ﹤0.01%
+10
New +$612
GFS icon
1025
GlobalFoundries
GFS
$27.9B
$1K ﹤0.01%
+13
New +$687
39 40
41
42 43

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.