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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
NOBL icon
476
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$46.7K 0.01%
938
– –
SMP icon
477
Standard Motor Products
SMP
$883M
$46.5K 0.01%
1,500
– –
RNP icon
478
Cohen & Steers REIT and Preferred and Income Fund
RNP
$974M
$46K 0.01%
2,200
– –
KMI icon
479
Kinder Morgan
KMI
$70.7B
$45.5K 0.01%
1,660
+202
+14% +$5.27K
XLY icon
480
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$45.3K 0.01%
404
– –
DNP icon
481
DNP Select Income Fund
DNP
$4.11B
$44.9K 0.01%
5,092
– –
FBND icon
482
Fidelity Total Bond ETF
FBND
$27.3B
$44.9K 0.01%
1,000
-222
-18% -$10.1K
LRGE icon
483
ClearBridge Large Cap Growth Select ETF
LRGE
$385M
$44.9K 0.01%
596
+308
+107% +$23.3K
NULG icon
484
Nuveen ESG Large-Cap Growth ETF
NULG
$2.79B
$44.8K 0.01%
522
+272
+109% +$23.5K
ITUB icon
485
Itaú Unibanco
ITUB
$82.1B
$44.2K 0.01%
10,096
– –
MTBA icon
486
Simplify MBS ETF
MTBA
$1.49B
$44K 0.01%
886
– –
ESGV icon
487
Vanguard ESG US Stock ETF
ESGV
$13.6B
$43.9K 0.01%
419
+218
+108% +$22.9K
DOV icon
488
Dover
DOV
$28.1B
$43.7K 0.01%
233
– –
NULV icon
489
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$43.4K 0.01%
1,103
+581
+111% +$24.1K
PDS
490
Precision Drilling
PDS
$1.07B
$43.1K 0.01%
705
– –
UFOX
491
Defiance Space and Connective Tech ETF
UFOX
$925M
$42.9K 0.01%
900
– –
MTB icon
492
M&T Bank
MTB
$36.6B
$42.3K 0.01%
225
-52
-19% -$10.3K
RHI icon
493
Robert Half
RHI
$4.25B
$42.3K 0.01%
600
– –
JPST icon
494
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$41.7K 0.01%
828
– –
CGDV icon
495
Capital Group Dividend Value ETF
CGDV
$38.9B
$41.7K 0.01%
1,182
-889
-43% -$32.3K
APUE icon
496
ActivePassive US Equity ETF
APUE
$2.51B
$41.2K 0.01%
1,152
– –
WMB icon
497
Williams Companies
WMB
$90.1B
$41K 0.01%
757
– –
STXS icon
498
Stereotaxis
STXS
$139M
$40.9K 0.01%
17,950
– –
FIW icon
499
First Trust Water ETF
FIW
$1.92B
$40.7K 0.01%
399
+215
+117% +$23.1K
KRE icon
500
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
$40.2K 0.01%
666
– –
18 19
20
21 22

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DIM
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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.