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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
QDF icon
301
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$203K 0.04%
2,871
+38
+1% +$2.74K
NVRI icon
302
Enviri
NVRI
$566M
$198K 0.04%
25,735
-50
-0.2% -$417
BMO icon
303
Bank of Montreal
BMO
$127B
$198K 0.04%
2,037
-120
-6% -$11.3K
GES
304
DELISTED
Guess Inc
GES
$195K 0.04%
13,850
-2,700
-16% -$46K
DD icon
305
DuPont de Nemours
DD
$19.5B
$191K 0.04%
1,995
– –
TX icon
306
Ternium
TX
$10.7B
$189K 0.04%
6,500
– –
MDU icon
307
MDU Resources
MDU
$4.31B
$186K 0.04%
10,300
-19,167
-65% -$336K
IIPR icon
308
Innovative Industrial Properties
IIPR
$1.67B
$183K 0.04%
2,740
-910
-25% -$102K
MATV icon
309
Mativ Holdings
MATV
$706M
$180K 0.04%
16,504
-2,425
-13% -$33.8K
B
310
Barrick Mining
B
$66B
$179K 0.04%
11,523
– –
SCS
311
DELISTED
Steelcase
SCS
$177K 0.04%
15,000
– –
META icon
312
Meta Platforms (Facebook)
META
$1.53T
$176K 0.04%
301
+1
+0.3% +$587
SBH icon
313
Sally Beauty Holdings
SBH
$1.58B
$175K 0.04%
16,725
-400
-2% -$5.11K
SOLV icon
314
Solventum
SOLV
$14.3B
$175K 0.04%
2,642
-25
-0.9% -$1.75K
IEI icon
315
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$174K 0.04%
1,505
+23
+2% +$2.68K
SHV icon
316
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$174K 0.04%
1,579
+25
+2% +$2.76K
LVHD icon
317
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$173K 0.04%
4,498
+70
+2% +$2.81K
BNS icon
318
Scotiabank
BNS
$108B
$172K 0.04%
3,200
-300
-9% -$16.2K
THG icon
319
Hanover Insurance
THG
$7.73B
$170K 0.04%
1,100
– –
IPG
320
DELISTED
Interpublic Group of Companies
IPG
$169K 0.04%
6,043
– –
ECG
321
Everus Construction Group
ECG
$6.87B
$169K 0.04%
+2,575
New +$162K
WBA
322
DELISTED
Walgreens Boots Alliance
WBA
$169K 0.04%
18,107
-1,400
-7% -$13K
PHG icon
323
Philips
PHG
$26.4B
$168K 0.04%
7,182
– –
COP icon
324
ConocoPhillips
COP
$151B
$164K 0.04%
1,658
– –
TXN icon
325
Texas Instruments
TXN
$257B
$164K 0.04%
875
– –
11 12
13
14 15

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.