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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
FELV icon
576
Fidelity Enhanced Large Cap Value ETF
FELV
$3.42B
$22.7K 0.01%
744
– –
DIN icon
577
Dine Brands
DIN
$462M
$22.6K 0.01%
750
– –
SOUN icon
578
SoundHound AI
SOUN
$3.29B
$22.3K ﹤0.01%
1,122
+672
+149% +$6.47K
ARCC icon
579
Ares Capital
ARCC
$14.3B
$21.9K ﹤0.01%
1,000
– –
MHK icon
580
Mohawk Industries
MHK
$9.27B
$21.6K ﹤0.01%
181
– –
ABT icon
581
Abbott
ABT
$192B
$21.5K ﹤0.01%
190
+5
+3% +$578
SPTS icon
582
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$21.3K ﹤0.01%
735
– –
LGF.B
583
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$21K ﹤0.01%
2,775
-250
-8% -$1.75K
FNB icon
584
FNB Corp
FNB
$6.86B
$20.7K ﹤0.01%
1,400
– –
CATO icon
585
Cato Corp
CATO
$65.7M
$20.7K ﹤0.01%
5,300
– –
SPEM icon
586
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$20.5K ﹤0.01%
535
– –
NOV icon
587
NOV
NOV
$7.45B
$20.4K ﹤0.01%
1,400
– –
NEE icon
588
NextEra Energy
NEE
$179B
$20.1K ﹤0.01%
281
– –
AMT icon
589
American Tower
AMT
$79.4B
$20K ﹤0.01%
109
– –
CX icon
590
Cemex
CX
$16.2B
$19.8K ﹤0.01%
3,508
– –
MD icon
591
Pediatrix Medical
MD
$2.15B
$19.7K ﹤0.01%
1,500
– –
IYW icon
592
iShares US Technology ETF
IYW
$25.4B
$19.6K ﹤0.01%
123
-82
-40% -$13K
SSBK
593
DELISTED
Southern States Bancshares
SSBK
$19.5K ﹤0.01%
585
– –
SHYG icon
594
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$19.4K ﹤0.01%
455
– –
GPC icon
595
Genuine Parts
GPC
$18.5B
$19.4K ﹤0.01%
166
– –
OHI icon
596
Omega Healthcare
OHI
$13.9B
$19.3K ﹤0.01%
510
-207
-29% -$8.27K
ACN icon
597
Accenture
ACN
$110B
$19K ﹤0.01%
54
– –
TLT icon
598
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$19K ﹤0.01%
217
– –
USRT icon
599
iShares Core US REIT ETF
USRT
$4.58B
$18.9K ﹤0.01%
330
+5
+2% +$301
SCHE icon
600
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$18.8K ﹤0.01%
705
– –
22 23
24
25 26

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.