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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
CTVA icon
401
Corteva
CTVA
$50.7B
$92.3K 0.02%
1,620
+42
+3% +$2.48K
XLC icon
402
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$92.1K 0.02%
951
– –
WM icon
403
Waste Management
WM
$90.1B
$91.6K 0.02%
454
-5
-1% -$1.07K
TBI
404
Trueblue
TBI
$313M
$91.6K 0.02%
10,900
– –
ELV icon
405
Elevance Health
ELV
$84.6B
$86.7K 0.02%
235
– –
SPHR icon
406
Sphere Entertainment
SPHR
$6.15B
$86.7K 0.02%
2,150
– –
ESGD icon
407
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$86.6K 0.02%
1,137
– –
URTH icon
408
iShares MSCI World ETF
URTH
$8.36B
$84.9K 0.02%
546
– –
VTRS icon
409
Viatris
VTRS
$18.5B
$84.9K 0.02%
6,817
– –
IWD icon
410
iShares Russell 1000 Value ETF
IWD
$83.9B
$84.8K 0.02%
458
– –
TG icon
411
Tredegar Corp
TG
$277M
$84.5K 0.02%
11,000
– –
VUG icon
412
Vanguard Morningstar Growth ETF
VUG
$230B
$83.7K 0.02%
1,224
– –
GD icon
413
General Dynamics
GD
$106B
$83K 0.02%
315
– –
XPER icon
414
Xperi
XPER
$323M
$82.5K 0.02%
8,029
-163
-2% -$1.52K
LOW icon
415
Lowe's Companies
LOW
$123B
$82.4K 0.02%
334
+2
+0.6% +$534
CTSH icon
416
Cognizant
CTSH
$25.9B
$82.1K 0.02%
1,067
– –
COKE icon
417
Coca-Cola Consolidated
COKE
$12.1B
$81.9K 0.02%
650
– –
LXFR icon
418
Luxfer Holdings
LXFR
$457M
$79.8K 0.02%
6,100
– –
STT icon
419
State Street
STT
$51.7B
$78.5K 0.02%
800
– –
NXST icon
420
Nexstar Media Group
NXST
$5.64B
$78.5K 0.02%
497
– –
HON icon
421
Honeywell
HON
$73B
$77.5K 0.02%
364
– –
BND icon
422
Vanguard Total Bond Market
BND
$161B
$77.1K 0.02%
1,072
– –
YPF icon
423
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.1B
$76.5K 0.02%
1,800
-300
-14% -$9.84K
EVT icon
424
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.19B
$75.6K 0.02%
3,145
– –
SPYX icon
425
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$75K 0.02%
1,557
– –
15 16
17
18 19

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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
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MCM
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FGAM
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TC
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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.