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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
+7.09%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$458M
AUM Growth
+$29.6M
Cap. Flow
+$1.66M
Cap. Flow %
0.36%
Top 10 Hldgs %
26.91%
Holding
1,075
New
21
Increased
143
Reduced
115
Closed
102

Top Buys

Rank Stock Value
1
SW
Smurfit Westrock
SW
+$2.03M
2
VAC icon
Marriott Vacations Worldwide
VAC
+$1.32M
3
NKE icon
Nike
NKE
+$918K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$868K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$844K

Top Sells

Rank Stock Value
1
WRK
WestRock Company
WRK
+$2.24M
2
JEF icon
Jefferies Financial Group
JEF
+$1.55M
3
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.55M
4
BBY icon
Best Buy
BBY
+$1.17M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$982K

Sector Composition

Rank Sector Weight
1 Financials 7.93%
2 Consumer Discretionary 7.34%
3 Technology 4.23%
4 Industrials 3.6%
5 Materials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FITB
276
Fifth Third Bancorp
FITB
$52.2B
$264K 0.06%
6,174
– –
CVX icon
277
Chevron
CVX
$386B
$263K 0.06%
1,789
– –
DINO icon
278
HF Sinclair
DINO
$15.4B
$259K 0.06%
5,800
– –
NWL icon
279
Newell Brands
NWL
$2.57B
$258K 0.06%
33,572
– –
MU icon
280
Micron Technology
MU
$1.04T
$257K 0.06%
2,475
– –
PAG icon
281
Penske Automotive Group
PAG
$14.3B
$256K 0.06%
1,575
– –
VOD icon
282
Vodafone
VOD
$37.2B
$253K 0.06%
25,206
– –
IWF icon
283
iShares Russell 1000 Growth ETF
IWF
$128B
$249K 0.05%
2,656
– –
MCD icon
284
McDonald's
MCD
$194B
$248K 0.05%
816
– –
KN icon
285
Knowles
KN
$3.32B
$245K 0.05%
13,575
-300
-2% -$5.32K
SPSB icon
286
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$245K 0.05%
8,078
+246
+3% +$7.38K
AAP icon
287
Advance Auto Parts
AAP
$3.18B
$241K 0.05%
6,175
– –
TX icon
288
Ternium
TX
$10.8B
$240K 0.05%
6,500
– –
TROX icon
289
Tronox
TROX
$965M
$238K 0.05%
16,300
– –
HPQ icon
290
HP
HPQ
$25.9B
$238K 0.05%
6,631
– –
ADEA icon
291
Adeia
ADEA
$3.08B
$237K 0.05%
19,874
+46
+0.2% +$533
SBH icon
292
Sally Beauty Holdings
SBH
$1.5B
$232K 0.05%
17,125
-600
-3% -$7.13K
UTG icon
293
Reaves Utility Income Fund
UTG
$3.67B
$232K 0.05%
7,077
– –
KEY icon
294
KeyCorp
KEY
$24.4B
$232K 0.05%
13,832
– –
B
295
Barrick Mining
B
$67.5B
$229K 0.05%
11,523
– –
WKC icon
296
World Kinect Corp
WKC
$1.88B
$229K 0.05%
7,400
– –
TD icon
297
Toronto Dominion Bank
TD
$203B
$226K 0.05%
3,567
– –
VCSH icon
298
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$225K 0.05%
2,835
+91
+3% +$7.14K
DD icon
299
DuPont de Nemours
DD
$19.2B
$223K 0.05%
1,995
– –
PHG icon
300
Philips
PHG
$26.1B
$217K 0.05%
7,182
– –
10 11
12
13 14

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
QL
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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
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AAS
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Investors Research Corp's Q3 2024 Portfolio in Review

As of Q3 2024, Investors Research Corp held 1,075 positions worth $458M, up 6.9% from $428M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Investors Research Corp's Q3 2024 filing shows 21 new, 143 increased, 115 reduced and 102 closed positions. Its largest new stake was Smurfit Westrock: 44,628 shares worth $2.21M. The largest sale was WestRock Company, an estimated $2.24M.

By sector, the portfolio is most concentrated in Financials at 7.9% of assets, down from 8.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q3 2024 buy was Smurfit Westrock: 44,628 shares worth $2.21M.
  • Investors Research Corp added most to Nike in Q3 2024, an estimated $918K increase.
  • Investors Research Corp's biggest Q3 2024 reduction was First Trust North American Energy Infrastructure Fund, cutting an estimated $1.55M.
  • Investors Research Corp fully exited WestRock Company in Q3 2024, selling an estimated $2.24M.
  • Investors Research Corp's ten largest holdings make up 27% of its $458M portfolio in Q3 2024.
  • Investors Research Corp opened 21 new positions and closed 102 in Q3 2024.
  • Investors Research Corp's portfolio value rose 6.9% quarter-over-quarter to $458M.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.