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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
+7.15%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$428M
AUM Growth
+$13.4M
Cap. Flow
-$13.4M
Cap. Flow %
-3.14%
Top 10 Hldgs %
23.52%
Holding
1,112
New
48
Increased
167
Reduced
245
Closed
82

Top Buys

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$797K
2
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$518K
3
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$514K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$512K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$335K

Top Sells

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$1.43M
2
META icon
Meta Platforms (Facebook)
META
+$1.41M
3
AMD icon
Advanced Micro Devices
AMD
+$1.35M
4
MPC icon
Marathon Petroleum
MPC
+$1.31M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

Rank Sector Weight
1 Financials 8.86%
2 Consumer Discretionary 7.99%
3 Industrials 4.67%
4 Technology 4.48%
5 Materials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLF icon
426
State Street Financial Select Sector SPDR ETF
XLF
$59.5B
$83.8K 0.02%
1,990
– –
EVCM icon
427
EverCommerce
EVCM
$1.79B
$83.1K 0.02%
+8,822
New +$86.1K
VTRS icon
428
Viatris
VTRS
$18.4B
$81.8K 0.02%
6,848
– –
LXU icon
429
LSB Industries
LXU
$711M
$80.8K 0.02%
9,198
– –
WYNN icon
430
Wynn Resorts
WYNN
$10.5B
$80.3K 0.02%
785
– –
V icon
431
Visa
V
$682B
$80.1K 0.02%
287
-59
-17% -$16.3K
ACTG icon
432
Acacia Research
ACTG
$449M
$80K 0.02%
15,009
-91
-0.6% -$380
PRGO icon
433
Perrigo
PRGO
$1.78B
$79.6K 0.02%
2,472
+300
+14% +$9.46K
CTSH icon
434
Cognizant
CTSH
$26.7B
$78.2K 0.02%
1,067
– –
XLC icon
435
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$77.7K 0.02%
951
– –
CHRW icon
436
C.H. Robinson
CHRW
$17.5B
$76.1K 0.02%
1,000
– –
MDLZ icon
437
Mondelez International
MDLZ
$81.1B
$75.9K 0.02%
1,084
-243
-18% -$17.7K
GCO icon
438
Genesco
GCO
$394M
$74.6K 0.02%
2,650
+400
+18% +$11.5K
APA icon
439
APA Corp
APA
$14B
$74.3K 0.02%
2,161
-71
-3% -$2.25K
EVT icon
440
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.21B
$74.2K 0.02%
3,145
– –
TILE icon
441
Interface
TILE
$2.24B
$74K 0.02%
4,400
-400
-8% -$5.54K
CARS icon
442
Cars.com
CARS
$672M
$73.5K 0.02%
4,276
-206
-5% -$3.68K
FISV
443
Fiserv Inc
FISV
$29.5B
$72.6K 0.02%
454
– –
CE icon
444
Celanese
CE
$4.86B
$72.2K 0.02%
420
– –
TG icon
445
Tredegar Corp
TG
$278M
$71.7K 0.02%
11,000
+2,200
+25% +$10.7K
KEX icon
446
Kirby Corp
KEX
$7.26B
$71.5K 0.02%
750
– –
VWO icon
447
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$71.5K 0.02%
1,711
+16
+0.9% +$653
TV icon
448
Televisa
TV
$1.51B
$70.9K 0.02%
22,164
+2,000
+10% +$6.06K
HON icon
449
Honeywell
HON
$74.2B
$70.4K 0.02%
364
– –
LYG icon
450
Lloyds Banking Group
LYG
$90B
$70.3K 0.02%
27,135
+25,000
+1,171% +$57.4K
16 17
18
19 20

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CAM
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MCM
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FGAM
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AAS
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KF
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TCP
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Investors Research Corp's Q1 2024 Portfolio in Review

As of Q1 2024, Investors Research Corp held 1,112 positions worth $428M, up 3.2% from $414M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Investors Research Corp withdrew a net $13.4M in Q1 2024, closing 82 positions and reducing 245 holdings. Its most notable exit was IBM, an estimated $982K position sold in full.

By sector, the portfolio is most concentrated in Financials at 8.9% of assets, down from 9.2% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Investors Research Corp opened a new position in Albemarle worth $852K.

  • Investors Research Corp's largest Q1 2024 buy was Albemarle: 6,470 shares worth $852K.
  • Investors Research Corp added most to Global X US Infrastructure Development ETF in Q1 2024, an estimated $518K increase.
  • Investors Research Corp's biggest Q1 2024 reduction was Apollo Global Management, cutting an estimated $1.43M.
  • Investors Research Corp fully exited IBM in Q1 2024, selling an estimated $982K.
  • Investors Research Corp's ten largest holdings make up 24% of its $428M portfolio in Q1 2024.
  • Investors Research Corp opened 48 new positions and closed 82 in Q1 2024.
  • Investors Research Corp's portfolio value rose 3.2% quarter-over-quarter to $428M.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.