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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
PBI icon
326
Pitney Bowes
PBI
$2.27B
$163K 0.04%
22,557
– –
DAN icon
327
Dana Inc
DAN
$3.27B
$163K 0.04%
14,075
– –
TFLO icon
328
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$162K 0.04%
3,206
+57
+2% +$2.88K
SCHZ icon
329
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$161K 0.04%
7,094
– –
GBIL icon
330
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$158K 0.03%
1,579
+27
+2% +$2.7K
GNMA icon
331
iShares GNMA Bond ETF
GNMA
$431M
$156K 0.03%
3,640
+66
+2% +$2.88K
MBSD icon
332
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.7M
$156K 0.03%
7,696
+142
+2% +$2.91K
TDTF icon
333
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$155K 0.03%
6,684
+125
+2% +$2.95K
GOOG icon
334
Alphabet (Google) Class C
GOOG
$4.19T
$155K 0.03%
813
– –
SKYT
335
DELISTED
SkyWater Technology
SKYT
$155K 0.03%
11,200
– –
MT icon
336
ArcelorMittal
MT
$55.6B
$153K 0.03%
6,610
+166
+3% +$4.09K
DGX icon
337
Quest Diagnostics
DGX
$26.2B
$152K 0.03%
1,009
– –
AA icon
338
Alcoa
AA
$14.3B
$149K 0.03%
3,938
– –
SCHB icon
339
Schwab US Broad Market ETF
SCHB
$44.7B
$147K 0.03%
6,486
– –
VDE icon
340
Vanguard Energy ETF
VDE
$10.4B
$147K 0.03%
1,211
– –
BNY
341
Bank of New York Mellon
BNY
$109B
$146K 0.03%
1,894
– –
RNST icon
342
Renasant Corp
RNST
$3.92B
$145K 0.03%
4,064
– –
SONY icon
343
Sony
SONY
$138B
$144K 0.03%
6,820
– –
XLG icon
344
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$144K 0.03%
2,877
+968
+51% +$47.7K
IVW icon
345
iShares S&P 500 Growth ETF
IVW
$76.9B
$142K 0.03%
1,399
+464
+50% +$46.3K
ACCO icon
346
Acco Brands
ACCO
$396M
$142K 0.03%
27,037
-333
-1% -$1.85K
TROX icon
347
Tronox
TROX
$1.02B
$141K 0.03%
14,000
-2,300
-14% -$28K
IYE icon
348
iShares US Energy ETF
IYE
$1.79B
$139K 0.03%
3,050
– –
TGT icon
349
Target
TGT
$69.2B
$138K 0.03%
1,020
– –
IWL icon
350
iShares Russell Top 200 ETF
IWL
$2.27B
$134K 0.03%
929
+314
+51% +$45.4K
12 13
14
15 16

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.