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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
ACTG icon
451
Acacia Research
ACTG
$455M
$82K 0.02%
18,100
-150
-0.8% -$630
ENDP
452
DELISTED
Endo International plc
ENDP
$82K 0.02%
35,625
+3,100
+10% +$9.09K
VRTV
453
DELISTED
VERITIV CORPORATION
VRTV
$81K 0.02%
607
– –
HOG icon
454
Harley-Davidson
HOG
$2.7B
$80K 0.02%
2,030
– –
ARNC
455
DELISTED
Arconic Corporation
ARNC
$80K 0.02%
3,105
-71
-2% -$2.11K
CATO icon
456
Cato Corp
CATO
$65.7M
$78K 0.02%
5,300
– –
HNI icon
457
HNI Corp
HNI
$3.55B
$78K 0.02%
2,100
– –
SUP
458
DELISTED
Superior Industries International
SUP
$78K 0.02%
16,800
+1,800
+12% +$7.86K
KBAL
459
DELISTED
Kimball International
KBAL
$76K 0.02%
9,000
– –
IDV icon
460
iShares International Select Dividend ETF
IDV
$8.51B
$75K 0.02%
2,358
– –
VWO icon
461
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$75K 0.02%
1,633
-201
-11% -$9.67K
RTX icon
462
RTX Corp
RTX
$300B
$74K 0.02%
750
+18
+2% +$1.71K
LGF.A
463
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$74K 0.02%
4,525
– –
BIV icon
464
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$73K 0.02%
896
– –
NUS icon
465
Nu Skin
NUS
$236M
$73K 0.02%
1,515
– –
CARS icon
466
Cars.com
CARS
$648M
$71K 0.02%
4,947
+133
+3% +$2.04K
FPE icon
467
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$71K 0.02%
3,731
– –
NTCO
468
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$71K 0.02%
6,502
– –
COKE icon
469
Coca-Cola Consolidated
COKE
$12.6B
$70K 0.02%
1,400
– –
IEMG icon
470
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$70K 0.02%
1,258
-62
-5% -$3.58K
STT icon
471
State Street
STT
$52.2B
$70K 0.02%
800
– –
O icon
472
Realty Income
O
$59.2B
$69K 0.02%
993
+105
+12% +$7.14K
RHI icon
473
Robert Half
RHI
$4.25B
$69K 0.02%
600
– –
USHY icon
474
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$68K 0.02%
1,742
– –
AMCX icon
475
AMC Global Media
AMCX
$485M
$67K 0.02%
1,650
+400
+32% +$16.2K
17 18
19
20 21

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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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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.