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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
BPOP icon
851
Popular Inc
BPOP
$11.2B
$4K ﹤0.01%
46
– –
CHWY icon
852
Chewy
CHWY
$9.15B
$4K ﹤0.01%
100
– –
CPT icon
853
Camden Property Trust
CPT
$10.9B
$4K ﹤0.01%
+22
New +$3.63K
DIA icon
854
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$4K ﹤0.01%
12
– –
DWAS icon
855
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$451M
$4K ﹤0.01%
44
– –
EA
856
DELISTED
Electronic Arts
EA
$4K ﹤0.01%
33
– –
EQIX icon
857
Equinix
EQIX
$105B
$4K ﹤0.01%
+6
New +$4.32K
EW icon
858
Edwards Lifesciences
EW
$53.6B
$4K ﹤0.01%
+34
New +$3.81K
EXR icon
859
Extra Space Storage
EXR
$31B
$4K ﹤0.01%
+19
New +$3.78K
HIW icon
860
Highwoods Properties
HIW
$3.46B
$4K ﹤0.01%
+94
New +$4.16K
HOV icon
861
Hovnanian Enterprises
HOV
$793M
$4K ﹤0.01%
60
– –
IGIB icon
862
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$4K ﹤0.01%
70
– –
IIM icon
863
Invesco Value Municipal Income Trust
IIM
$598M
$4K ﹤0.01%
274
– –
IXN icon
864
iShares Global Tech ETF
IXN
$9.35B
$4K ﹤0.01%
72
– –
JPEM icon
865
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$392M
$4K ﹤0.01%
72
– –
KIM icon
866
Kimco Realty
KIM
$16.2B
$4K ﹤0.01%
+156
New +$3.77K
KTOS icon
867
Kratos Defense & Security Solutions
KTOS
$12B
$4K ﹤0.01%
200
– –
MPT
868
Medical Properties Trust
MPT
$2.42B
$4K ﹤0.01%
200
– –
NEAR icon
869
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4K ﹤0.01%
88
– –
NLY icon
870
Annaly Capital Management
NLY
$17.4B
$4K ﹤0.01%
150
– –
QQQE icon
871
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$4K ﹤0.01%
57
– –
ROK icon
872
Rockwell Automation
ROK
$50.1B
$4K ﹤0.01%
+15
New +$4.31K
SUI icon
873
Sun Communities
SUI
$14.4B
$4K ﹤0.01%
+22
New +$4.09K
TDS icon
874
Telephone and Data Systems
TDS
$3.82B
$4K ﹤0.01%
218
– –
TMO icon
875
Thermo Fisher Scientific
TMO
$223B
$4K ﹤0.01%
+7
New +$4.02K
33 34
35
36 37

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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.