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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEF
226
DELISTED
Telefonica
TEF
$374K 0.08%
92,986
-1,278
-1% -$5.75K
ABR icon
227
Arbor Realty Trust
ABR
$998M
$372K 0.08%
26,885
– –
ANDE icon
228
Andersons Inc
ANDE
$2.18B
$371K 0.08%
9,166
– –
BP icon
229
BP
BP
$111B
$371K 0.08%
12,560
-1,260
-9% -$37.9K
KMT icon
230
Kennametal
KMT
$2.3B
$368K 0.08%
15,325
-450
-3% -$12K
RCI icon
231
Rogers Communications
RCI
$19.1B
$367K 0.08%
11,945
-4,175
-26% -$149K
BAX icon
232
Baxter International
BAX
$14.3B
$364K 0.08%
12,476
-475
-4% -$16K
ERIC icon
233
Ericsson
ERIC
$33B
$360K 0.08%
44,683
-44,869
-50% -$365K
AMX icon
234
America Movil
AMX
$70.3B
$356K 0.08%
24,901
-800
-3% -$12.4K
JCI icon
235
Johnson Controls International
JCI
$93.7B
$353K 0.08%
4,475
– –
SAM icon
236
Boston Beer
SAM
$1.85B
$352K 0.08%
1,175
-200
-15% -$60.4K
SLB icon
237
SLB Ltd
SLB
$79.7B
$347K 0.08%
9,038
-225
-2% -$9.45K
DOW icon
238
Dow Inc
DOW
$22.6B
$340K 0.07%
8,484
-1,239
-13% -$57.8K
UBS icon
239
UBS Group
UBS
$176B
$337K 0.07%
11,118
– –
BABA icon
240
Alibaba
BABA
$306B
$335K 0.07%
3,946
-125
-3% -$11.8K
NWL icon
241
Newell Brands
NWL
$2.62B
$332K 0.07%
33,347
-225
-0.7% -$2.04K
KRO icon
242
KRONOS Worldwide
KRO
$963M
$329K 0.07%
33,750
-400
-1% -$4.49K
E icon
243
ENI
E
$80.3B
$327K 0.07%
11,945
-300
-2% -$8.79K
JNJ icon
244
Johnson & Johnson
JNJ
$626B
$325K 0.07%
2,245
+2
+0.1% +$310
LNC icon
245
Lincoln National
LNC
$8.51B
$324K 0.07%
10,207
– –
BCS icon
246
Barclays
BCS
$93.7B
$317K 0.07%
23,823
-4,800
-17% -$62.2K
M icon
247
Macy's
M
$6.45B
$308K 0.07%
18,191
-390
-2% -$6.21K
GT icon
248
Goodyear
GT
$1.75B
$307K 0.07%
34,125
-5,600
-14% -$51.2K
CNC icon
249
Centene
CNC
$32.1B
$301K 0.07%
+4,975
New +$310K
SIG icon
250
Signet Jewelers
SIG
$3.68B
$299K 0.07%
3,700
– –
8 9
10
11 12

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q4 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.