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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
VTWO icon
426
Vanguard Russell 2000 ETF
VTWO
$17.4B
$95K 0.03%
1,143
+1,061
+1,294% +$87.3K
GS icon
427
Goldman Sachs
GS
$302B
$94K 0.03%
284
– –
KT icon
428
KT
KT
$8.83B
$94K 0.03%
6,550
+2,200
+51% +$29.2K
NXST icon
429
Nexstar Media Group
NXST
$5.7B
$94K 0.03%
497
– –
FFBC icon
430
First Financial Bancorp
FFBC
$3.58B
$92K 0.03%
4,000
– –
KMB icon
431
Kimberly-Clark
KMB
$36.2B
$92K 0.03%
746
– –
PIPR icon
432
Piper Sandler
PIPR
$5.34B
$92K 0.03%
2,800
– –
CTVA icon
433
Corteva
CTVA
$50.4B
$91K 0.03%
1,578
-857
-35% -$43.8K
PM icon
434
Philip Morris
PM
$290B
$91K 0.03%
973
– –
SCHV
435
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$91K 0.03%
3,825
– –
MORT icon
436
VanEck Mortgage REIT Income ETF
MORT
$373M
$90K 0.03%
5,258
– –
VBR icon
437
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$90K 0.03%
514
– –
CS
438
DELISTED
Credit Suisse Group
CS
$90K 0.03%
11,493
– –
ANET icon
439
Arista Networks
ANET
$265B
$89K 0.03%
2,560
– –
GIS icon
440
General Mills
GIS
$20.4B
$89K 0.03%
1,312
– –
GOOG icon
441
Alphabet (Google) Class C
GOOG
$4.19T
$89K 0.03%
640
+20
+3% +$2.72K
RGS icon
442
Regis Corp
RGS
$69.3M
$87K 0.02%
2,044
+25
+1% +$871
RGP icon
443
Resources Connection
RGP
$144M
$86K 0.02%
5,000
– –
LNC icon
444
Lincoln National
LNC
$8.44B
$85K 0.02%
1,300
– –
OHI icon
445
Omega Healthcare
OHI
$13.9B
$85K 0.02%
2,730
– –
SANM icon
446
Sanmina
SANM
$11.2B
$85K 0.02%
2,100
– –
SCHP icon
447
Schwab US TIPS ETF
SCHP
$16.2B
$85K 0.02%
2,788
– –
HAL icon
448
Halliburton
HAL
$27.7B
$84K 0.02%
2,222
+5
+0.2% +$162
HST icon
449
Host Hotels & Resorts
HST
$15.6B
$84K 0.02%
4,317
+233
+6% +$4.21K
WBA
450
DELISTED
Walgreens Boots Alliance
WBA
$83K 0.02%
1,857
– –
16 17
18
19 20

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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AAS
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KF
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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.