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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
RQI icon
351
Cohen & Steers Quality Income Realty Fund
RQI
$1.66B
$134K 0.03%
10,915
-332
-3% -$4.42K
XMMO icon
352
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$133K 0.03%
1,079
+361
+50% +$45.8K
OVV icon
353
Ovintiv
OVV
$17.6B
$133K 0.03%
3,280
– –
AZN icon
354
AstraZeneca
AZN
$246B
$132K 0.03%
1,010
– –
ABBV icon
355
AbbVie
ABBV
$442B
$132K 0.03%
741
– –
ACI icon
356
Albertsons Companies
ACI
$5.95B
$132K 0.03%
6,701
– –
VCIT icon
357
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$129K 0.03%
1,604
– –
EL icon
358
Estee Lauder
EL
$31.8B
$127K 0.03%
1,699
-325
-16% -$25.7K
NMR icon
359
Nomura Holdings
NMR
$28.6B
$127K 0.03%
22,000
– –
ESGU icon
360
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$127K 0.03%
987
+177
+22% +$22.9K
BGS icon
361
B&G Foods
BGS
$277M
$127K 0.03%
18,400
– –
BKR icon
362
Baker Hughes
BKR
$64.3B
$126K 0.03%
3,075
– –
OXY icon
363
Occidental Petroleum
OXY
$59B
$126K 0.03%
2,552
– –
GEN icon
364
Gen Digital
GEN
$17.4B
$126K 0.03%
4,600
– –
DFAT icon
365
Dimensional US Targeted Value ETF
DFAT
$14.7B
$125K 0.03%
2,238
– –
UNP icon
366
Union Pacific
UNP
$174B
$125K 0.03%
546
– –
VTI icon
367
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$123K 0.03%
425
-235
-36% -$68.6K
BIDU icon
368
Baidu
BIDU
$35.9B
$123K 0.03%
1,460
-400
-22% -$36.5K
V icon
369
Visa
V
$677B
$122K 0.03%
387
+1
+0.3% +$301
WWW icon
370
Wolverine World Wide
WWW
$1.49B
$122K 0.03%
5,500
– –
DFAX icon
371
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$122K 0.03%
4,911
– –
XLV icon
372
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$120K 0.03%
873
– –
GLD icon
373
SPDR Gold Trust
GLD
$143B
$119K 0.03%
491
+413
+529% +$101K
ENB icon
374
Enbridge
ENB
$113B
$118K 0.03%
2,787
– –
SCHF icon
375
Schwab International Equity ETF
SCHF
$68.5B
$117K 0.03%
6,314
– –
13 14
15
16 17

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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.