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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
COWZ icon
426
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$74.2K 0.02%
1,313
+307
+31% +$18K
IEMG icon
427
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$74K 0.02%
1,417
+18
+1% +$997
LYG icon
428
Lloyds Banking Group
LYG
$90.1B
$73.8K 0.02%
27,135
– –
CARS icon
429
Cars.com
CARS
$666M
$72.4K 0.02%
4,176
-100
-2% -$1.75K
SUSA icon
430
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
$72.1K 0.02%
593
– –
CNDT icon
431
Conduent
CNDT
$249M
$71.2K 0.02%
17,631
-280
-2% -$1.11K
CRBN icon
432
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
$70.1K 0.02%
362
– –
LXU icon
433
LSB Industries
LXU
$710M
$69.8K 0.02%
9,198
– –
CMI icon
434
Cummins
CMI
$86.9B
$69.7K 0.02%
200
– –
RRC icon
435
Range Resources
RRC
$9.29B
$68.4K 0.02%
1,900
– –
CB icon
436
Chubb
CB
$133B
$68.2K 0.02%
247
– –
NATL icon
437
NCR Atleos
NATL
$3.47B
$67.8K 0.01%
2,000
– –
WYNN icon
438
Wynn Resorts
WYNN
$10.5B
$67.6K 0.01%
785
– –
VIG icon
439
Vanguard Dividend Appreciation ETF
VIG
$115B
$66.8K 0.01%
341
-235
-41% -$46.9K
XLI icon
440
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$66.4K 0.01%
504
– –
FPE icon
441
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$66K 0.01%
3,731
– –
MDLZ icon
442
Mondelez International
MDLZ
$80.8B
$64.9K 0.01%
1,087
+3
+0.3% +$198
IDV icon
443
iShares International Select Dividend ETF
IDV
$8.53B
$64.6K 0.01%
2,358
– –
ESML icon
444
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.97B
$64.2K 0.01%
1,526
– –
USHY icon
445
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$64.1K 0.01%
1,742
-42
-2% -$1.56K
AAL icon
446
American Airlines Group
AAL
$9.96B
$63.6K 0.01%
3,651
-41
-1% -$589
PRGO icon
447
Perrigo
PRGO
$1.75B
$63.6K 0.01%
2,472
– –
ACTG icon
448
Acacia Research
ACTG
$447M
$63.4K 0.01%
14,609
– –
VCLT icon
449
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.8B
$63K 0.01%
843
– –
IGV icon
450
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$62.6K 0.01%
625
– –
16 17
18
19 20

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.