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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
PM icon
501
Philip Morris
PM
$294B
$40K 0.01%
332
+9
+3% +$1.14K
DFUV icon
502
Dimensional US Marketwide Value ETF
DFUV
$16B
$39K 0.01%
954
– –
CCI icon
503
Crown Castle
CCI
$32.2B
$38.4K 0.01%
423
– –
NOK icon
504
Nokia
NOK
$59B
$38.1K 0.01%
8,600
– –
IGM icon
505
iShares Expanded Tech Sector ETF
IGM
$10.9B
$38K 0.01%
372
– –
VTEB icon
506
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$37.5K 0.01%
749
– –
TTSH
507
DELISTED
Tile Shop Holdings
TTSH
$37.4K 0.01%
5,400
– –
DPG
508
Duff & Phelps Utility and Infrastructure Fund
DPG
$531M
$37.4K 0.01%
3,200
– –
VWO icon
509
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$37.2K 0.01%
844
+171
+25% +$7.95K
FVD icon
510
First Trust Value Line Dividend Fund
FVD
$8.4B
$36.7K 0.01%
842
– –
NBR icon
511
Nabors Industries
NBR
$1.35B
$36.7K 0.01%
642
-5
-0.8% -$355
LGF.A
512
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$36.5K 0.01%
4,275
-250
-6% -$1.97K
PAAS icon
513
Pan American Silver
PAAS
$19.9B
$36.4K 0.01%
1,799
-2,528
-58% -$56.6K
BNDX icon
514
Vanguard Total International Bond ETF
BNDX
$83B
$35.5K 0.01%
724
-74
-9% -$3.7K
PAYX icon
515
Paychex
PAYX
$44.6B
$35.2K 0.01%
251
– –
SNV
516
DELISTED
Synovus
SNV
$35.1K 0.01%
685
-285
-29% -$14.8K
UHAL icon
517
U-Haul Holding Co
UHAL
$14.4B
$34.5K 0.01%
500
-500
-50% -$36.3K
WY icon
518
Weyerhaeuser
WY
$17.9B
$34.1K 0.01%
1,213
– –
VPL icon
519
Vanguard FTSE Pacific ETF
VPL
$8.65B
$33.8K 0.01%
476
– –
ACWV icon
520
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$33.7K 0.01%
309
– –
VMBS icon
521
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$33.7K 0.01%
744
– –
IWS icon
522
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$33.5K 0.01%
259
– –
B
523
DELISTED
Barnes Group Inc.
B
$33.1K 0.01%
700
– –
CYH icon
524
Community Health Systems
CYH
$419M
$33K 0.01%
11,021
-400
-4% -$1.68K
RIG icon
525
Transocean
RIG
$6.39B
$32.8K 0.01%
8,747
– –
19 20
21
22 23

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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 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.