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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
XOM icon
151
ExxonMobil
XOM
$657B
$647K 0.18%
7,835
+125
+2% +$9.72K
BG icon
152
Bunge Global
BG
$21.4B
$645K 0.18%
5,825
-500
-8% -$51.2K
XRX icon
153
Xerox
XRX
$423M
$645K 0.18%
31,986
-50
-0.2% -$1.05K
GPN icon
154
Global Payments
GPN
$22.7B
$634K 0.18%
4,630
+175
+4% +$24.4K
WPP icon
155
WPP
WPP
$5.83B
$631K 0.18%
9,647
– –
PPL
156
PPL Corp
PPL
$26.5B
$627K 0.18%
21,950
– –
WHR icon
157
Whirlpool
WHR
$2.84B
$624K 0.18%
3,609
– –
BRC icon
158
Brady Corp
BRC
$4.48B
$613K 0.17%
13,250
+400
+3% +$19.5K
KRO icon
159
KRONOS Worldwide
KRO
$963M
$608K 0.17%
39,200
– –
AMX icon
160
America Movil
AMX
$70.3B
$607K 0.17%
28,719
+500
+2% +$9.66K
PYPL icon
161
PayPal
PYPL
$50.5B
$606K 0.17%
+5,241
New +$697K
VZ icon
162
Verizon
VZ
$196B
$606K 0.17%
11,893
– –
SU icon
163
Suncor Energy
SU
$74B
$605K 0.17%
18,577
+300
+2% +$8.9K
LVS icon
164
Las Vegas Sands
LVS
$29.6B
$604K 0.17%
15,543
-1,000
-6% -$41.5K
RL icon
165
Ralph Lauren
RL
$23.7B
$604K 0.17%
5,325
– –
CRM icon
166
Salesforce
CRM
$162B
$602K 0.17%
2,834
+2,561
+938% +$551K
DECK icon
167
Deckers Outdoor
DECK
$12.8B
$602K 0.17%
+13,200
New +$655K
CNQ icon
168
Canadian Natural Resources
CNQ
$98.1B
$593K 0.17%
19,552
-3,063
-14% -$81.6K
SAM icon
169
Boston Beer
SAM
$1.85B
$593K 0.17%
+1,526
New +$636K
ING icon
170
ING
ING
$101B
$592K 0.17%
56,795
+425
+0.8% +$5.54K
GT icon
171
Goodyear
GT
$1.75B
$591K 0.17%
41,375
– –
NTAP icon
172
NetApp
NTAP
$38.9B
$591K 0.17%
7,125
– –
HD icon
173
Home Depot
HD
$353B
$586K 0.17%
1,957
+13
+0.7% +$4.51K
VMW
174
DELISTED
VMware, Inc
VMW
$581K 0.16%
5,100
+100
+2% +$12.1K
OI icon
175
O-I Glass
OI
$1.1B
$576K 0.16%
43,700
+550
+1% +$7.18K
5 6
7
8 9

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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 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.