Investors Research Corp Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.31M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.26M |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$1.23M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.23M |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AbbVie
ABBV
|
+$1.96M |
| 2 |
The Mosaic Company
MOS
|
+$1.56M |
| 3 |
INFR
Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF
INFR
|
+$941K |
| 4 |
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% |
Similar funds
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.