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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
WM icon
276
Waste Management
WM
$90.7B
$275K 0.08%
1,733
– –
HOLI
277
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$275K 0.08%
17,250
+1,700
+11% +$24.7K
TUP
278
DELISTED
Tupperware Brands Corporation
TUP
$273K 0.08%
14,050
+225
+2% +$3.84K
AMCR icon
279
Amcor
AMCR
$21.4B
$272K 0.08%
4,794
– –
QUAL icon
280
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$271K 0.08%
2,010
+581
+41% +$77.1K
ABBV icon
281
AbbVie
ABBV
$441B
$267K 0.08%
1,648
-13,487
-89% -$1.96M
PWB icon
282
Invesco Large Cap Growth ETF
PWB
$2.43B
$267K 0.08%
3,695
+1,106
+43% +$79K
VEA icon
283
Vanguard FTSE Developed Markets ETF
VEA
$238B
$267K 0.08%
5,557
– –
BIDU icon
284
Baidu
BIDU
$35.2B
$266K 0.08%
2,012
+155
+8% +$23.4K
RTH icon
285
VanEck Retail ETF
RTH
$260M
$266K 0.08%
1,472
+420
+40% +$75.8K
PNC icon
286
PNC Financial Services
PNC
$101B
$265K 0.07%
1,437
– –
JNPR
287
DELISTED
Juniper Networks
JNPR
$264K 0.07%
7,100
-8,050
-53% -$277K
BWA icon
288
BorgWarner
BWA
$14.1B
$261K 0.07%
7,611
– –
FITB
289
Fifth Third Bancorp
FITB
$52.2B
$261K 0.07%
6,075
– –
BCS icon
290
Barclays
BCS
$94.2B
$259K 0.07%
32,798
– –
NVDA icon
291
NVIDIA
NVDA
$5.43T
$259K 0.07%
9,510
+110
+1% +$2.76K
ACCO icon
292
Acco Brands
ACCO
$390M
$258K 0.07%
32,215
– –
DAN icon
293
Dana Inc
DAN
$3.23B
$256K 0.07%
14,575
– –
JSMD icon
294
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.1B
$256K 0.07%
4,206
+1,304
+45% +$79.2K
BMO icon
295
Bank of Montreal
BMO
$128B
$254K 0.07%
2,157
– –
FDIS icon
296
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.71B
$254K 0.07%
3,207
+997
+45% +$78.6K
LAZ icon
297
Lazard
LAZ
$4.23B
$254K 0.07%
7,350
– –
STM icon
298
STMicroelectronics
STM
$49.8B
$253K 0.07%
5,850
– –
BNS icon
299
Scotiabank
BNS
$109B
$251K 0.07%
3,500
– –
TSLA icon
300
Tesla
TSLA
$1.28T
$251K 0.07%
699
+6
+0.9% +$1.87K
10 11
12
13 14

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CFP
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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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AAS
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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.