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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
K
976
DELISTED
Kellanova
K
$1K ﹤0.01%
17
– –
KLAC icon
977
KLA
KLAC
$271B
$1K ﹤0.01%
20
– –
LAZR
978
DELISTED
Luminar Technologies
LAZR
$1K ﹤0.01%
3
– –
LDTC
979
DELISTED
LeddarTech
LDTC
$1K ﹤0.01%
132
– –
LEA icon
980
Lear
LEA
$8.12B
$1K ﹤0.01%
9
– –
LITE icon
981
Lumentum
LITE
$67.6B
$1K ﹤0.01%
8
– –
LULU icon
982
lululemon athletica
LULU
$14B
$1K ﹤0.01%
+4
New +$1.3K
MFIC icon
983
MidCap Financial Investment
MFIC
$797M
$1K ﹤0.01%
73
– –
MKC icon
984
McCormick & Company Non-Voting
MKC
$14.3B
$1K ﹤0.01%
+14
New +$1.37K
NICE icon
985
Nice
NICE
$5.74B
$1K ﹤0.01%
+6
New +$1.45K
PCG icon
986
PG&E
PCG
$38.2B
$1K ﹤0.01%
78
– –
PHM icon
987
Pultegroup
PHM
$24.6B
$1K ﹤0.01%
32
– –
PUK icon
988
Prudential
PUK
$34.4B
$1K ﹤0.01%
44
– –
ROST icon
989
Ross Stores
ROST
$80.1B
$1K ﹤0.01%
+12
New +$1.14K
RVMD icon
990
Revolution Medicines
RVMD
$44.2B
$1K ﹤0.01%
35
– –
SBRA icon
991
Sabra Healthcare REIT
SBRA
$5.13B
$1K ﹤0.01%
50
– –
SITC icon
992
SITE Centers
SITC
$156M
$1K ﹤0.01%
+95
New +$1.16K
SNOW icon
993
Snowflake
SNOW
$117B
$1K ﹤0.01%
5
+3
+150% +$775
SPIB icon
994
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1K ﹤0.01%
38
– –
STOK icon
995
Stoke Therapeutics
STOK
$2.13B
$1K ﹤0.01%
50
– –
UPST icon
996
Upstart Holdings
UPST
$2.85B
$1K ﹤0.01%
6
+2
+50% +$230
USIG icon
997
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$1K ﹤0.01%
26
– –
VEEV icon
998
Veeva Systems
VEEV
$37.9B
$1K ﹤0.01%
+5
New +$1.08K
VOYA icon
999
Voya Financial
VOYA
$9.03B
$1K ﹤0.01%
+21
New +$1.43K
VUZI icon
1000
Vuzix
VUZI
$220M
$1K ﹤0.01%
100
– –
38 39
40
41 42

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QL
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NCA
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MCM
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FGAM
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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.