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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
EXAS
801
DELISTED
Exact Sciences
EXAS
$7K ﹤0.01%
104
– –
TDAY
802
USA Today Co
TDAY
$1.01B
$7K ﹤0.01%
1,493
– –
GOOS
803
Canada Goose Holdings
GOOS
$844M
$7K ﹤0.01%
251
– –
JVA icon
804
Coffee Holding Co
JVA
$20.2M
$7K ﹤0.01%
2,000
– –
NEE icon
805
NextEra Energy
NEE
$179B
$7K ﹤0.01%
85
– –
PLTR icon
806
Palantir
PLTR
$411B
$7K ﹤0.01%
506
– –
SBAC icon
807
SBA Communications
SBAC
$19.4B
$7K ﹤0.01%
+19
New +$6.16K
TISI icon
808
Team
TISI
$101M
$7K ﹤0.01%
320
– –
TRVG
809
trivago
TRVG
$368M
$7K ﹤0.01%
600
– –
UBER icon
810
Uber
UBER
$154B
$7K ﹤0.01%
186
+11
+6% +$396
UDR icon
811
UDR
UDR
$12B
$7K ﹤0.01%
+130
New +$7.38K
WMG icon
812
Warner Music
WMG
$13B
$7K ﹤0.01%
175
– –
XLY icon
813
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$7K ﹤0.01%
74
– –
BX icon
814
Blackstone
BX
$110B
$6K ﹤0.01%
50
– –
EWBC icon
815
East-West Bancorp
EWBC
$18.5B
$6K ﹤0.01%
75
– –
EWT icon
816
iShares MSCI Taiwan ETF
EWT
$11.4B
$6K ﹤0.01%
100
– –
HEFA icon
817
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.79B
$6K ﹤0.01%
170
– –
IR icon
818
Ingersoll Rand
IR
$32.9B
$6K ﹤0.01%
116
– –
JHEM icon
819
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.03B
$6K ﹤0.01%
235
– –
LYFT icon
820
Lyft
LYFT
$6.28B
$6K ﹤0.01%
150
– –
NNBR icon
821
NN Inc
NNBR
$302M
$6K ﹤0.01%
2,100
– –
OIS icon
822
Oil States International
OIS
$536M
$6K ﹤0.01%
900
– –
PDP icon
823
Invesco Dorsey Wright Momentum ETF
PDP
$1.52B
$6K ﹤0.01%
75
– –
QRVO icon
824
Qorvo
QRVO
$8.67B
$6K ﹤0.01%
45
– –
SMG icon
825
ScottsMiracle-Gro
SMG
$3.62B
$6K ﹤0.01%
50
– –
31 32
33
34 35

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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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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.