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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
AAWW
201
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$471K 0.13%
5,450
– –
PFFD icon
202
Global X US Preferred ETF
PFFD
$2.16B
$470K 0.13%
+20,004
New +$479K
F icon
203
Ford
F
$55.7B
$467K 0.13%
27,603
-800
-3% -$15.2K
PGF icon
204
Invesco Financial Preferred ETF
PGF
$668M
$466K 0.13%
+27,550
New +$480K
BSAC icon
205
Banco Santander Chile
BSAC
$16.5B
$459K 0.13%
20,325
+1,625
+9% +$32.5K
SMFG icon
206
Sumitomo Mitsui Financial
SMFG
$160B
$451K 0.13%
71,854
– –
HNP
207
DELISTED
Huaneng Power Intl, Inc.
HNP
$448K 0.13%
26,515
+400
+2% +$8.49K
MDU icon
208
MDU Resources
MDU
$4.31B
$446K 0.13%
43,985
– –
NWL icon
209
Newell Brands
NWL
$2.62B
$446K 0.13%
20,854
+1,425
+7% +$32.9K
AZN icon
210
AstraZeneca
AZN
$246B
$441K 0.12%
3,322
– –
SPY icon
211
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$436K 0.12%
966
-11
-1% -$4.9K
BP icon
212
BP
BP
$111B
$435K 0.12%
14,800
– –
FLR icon
213
Fluor
FLR
$7.08B
$435K 0.12%
15,175
+250
+2% +$6.03K
GIII icon
214
G-III Apparel Group
GIII
$1.44B
$435K 0.12%
16,075
– –
BABA icon
215
Alibaba
BABA
$306B
$428K 0.12%
3,934
+411
+12% +$47.4K
NDAQ icon
216
Nasdaq
NDAQ
$53.1B
$428K 0.12%
7,200
– –
SCHG icon
217
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$424K 0.12%
22,664
+4,544
+25% +$82.9K
FDX icon
218
FedEx
FDX
$76.3B
$423K 0.12%
1,829
– –
MMI icon
219
Marcus & Millichap
MMI
$1.18B
$416K 0.12%
7,890
– –
HEES
220
DELISTED
H&E Equipment Services
HEES
$407K 0.11%
9,350
– –
QCOM icon
221
Qualcomm
QCOM
$171B
$406K 0.11%
2,659
– –
LQDT icon
222
Liquidity Services
LQDT
$1.31B
$392K 0.11%
22,925
– –
CLF icon
223
Cleveland-Cliffs
CLF
$7.08B
$388K 0.11%
12,055
– –
IRM icon
224
Iron Mountain
IRM
$36.4B
$385K 0.11%
6,954
-2,525
-27% -$120K
E icon
225
ENI
E
$80.3B
$382K 0.11%
13,050
– –
7 8
9
10 11

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QL
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NCA
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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.