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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
HYG icon
551
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$26.7K 0.01%
339
– –
NXT icon
552
Nextpower Inc
NXT
$15.7B
$26.6K 0.01%
728
– –
ODP
553
DELISTED
ODP
ODP
$26.2K 0.01%
1,150
-100
-8% -$2.78K
VTIP icon
554
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$26K 0.01%
536
– –
LQD icon
555
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$25.4K 0.01%
238
– –
BDX icon
556
Becton Dickinson
BDX
$50B
$25.4K 0.01%
112
– –
IJH icon
557
iShares Core S&P Mid-Cap ETF
IJH
$128B
$25.2K 0.01%
405
– –
FEZ icon
558
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$25.1K 0.01%
522
– –
MINT icon
559
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$25K 0.01%
249
– –
PGZ
560
Principal Real Estate Income Fund
PGZ
$68.3M
$24.7K 0.01%
2,500
– –
VXF icon
561
Vanguard Extended Market ETF
VXF
$32.1B
$24.7K 0.01%
130
– –
IWN icon
562
iShares Russell 2000 Value ETF
IWN
$14.6B
$24.6K 0.01%
150
– –
DNOW icon
563
DNOW Inc
DNOW
$3.04B
$24.2K 0.01%
1,863
+401
+27% +$5.41K
FNDX icon
564
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$24.1K 0.01%
1,017
– –
AFL icon
565
Aflac
AFL
$60.5B
$24K 0.01%
232
-50
-18% -$5.45K
DFP
566
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
$23.9K 0.01%
1,200
– –
GOVT icon
567
iShares US Treasury Bond ETF
GOVT
$43.7B
$23.8K 0.01%
1,037
– –
SCHW
568
Charles Schwab
SCHW
$189B
$23.6K 0.01%
319
– –
IJR icon
569
iShares Core S&P Small-Cap ETF
IJR
$112B
$23.5K 0.01%
204
– –
ANGL icon
570
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$23.2K 0.01%
809
– –
CWH icon
571
Camping World
CWH
$659M
$23.2K 0.01%
1,100
– –
DXC icon
572
DXC Technology
DXC
$1.71B
$23.2K 0.01%
1,160
– –
XLU icon
573
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$23.1K 0.01%
610
– –
CTRA
574
DELISTED
Coterra Energy
CTRA
$23.1K 0.01%
903
– –
SIRI icon
575
SiriusXM
SIRI
$9.59B
$23K 0.01%
1,008
+1,000
+12,500% +$25.5K
21 22
23
24 25

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QL
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NCA
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CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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AAS
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KF
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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.