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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
AVEM icon
651
Avantis Emerging Markets Equity ETF
AVEM
$27B
$11.8K ﹤0.01%
200
– –
BR icon
652
Broadridge
BR
$19.6B
$11.8K ﹤0.01%
52
– –
NOC icon
653
Northrop Grumman
NOC
$81.6B
$11.7K ﹤0.01%
25
-42
-63% -$21.1K
TOL icon
654
Toll Brothers
TOL
$14B
$11.7K ﹤0.01%
93
– –
ECVT icon
655
Ecovyst
ECVT
$1.1B
$11.5K ﹤0.01%
1,500
– –
ES icon
656
Eversource Energy
ES
$27.2B
$11.4K ﹤0.01%
199
– –
FVC icon
657
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
$11.4K ﹤0.01%
312
– –
IVOL icon
658
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$271M
$11.4K ﹤0.01%
642
– –
PLTR icon
659
Palantir
PLTR
$430B
$11.3K ﹤0.01%
150
– –
AGG icon
660
iShares Core US Aggregate Bond ETF
AGG
$138B
$11.1K ﹤0.01%
115
– –
MATW icon
661
Matthews International
MATW
$722M
$11.1K ﹤0.01%
400
– –
PARA
662
DELISTED
Paramount Global Class B
PARA
$11K ﹤0.01%
1,050
– –
ST icon
663
Sensata Technologies
ST
$6.61B
$11K ﹤0.01%
400
-600
-60% -$19.5K
HNDL icon
664
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$10.7K ﹤0.01%
503
– –
VGK icon
665
Vanguard FTSE Europe ETF
VGK
$31.1B
$10.5K ﹤0.01%
166
– –
BHC icon
666
Bausch Health
BHC
$2.37B
$10.5K ﹤0.01%
1,300
– –
NUS icon
667
Nu Skin
NUS
$236M
$10.4K ﹤0.01%
1,515
-800
-35% -$5.5K
PDBC icon
668
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$10.3K ﹤0.01%
791
– –
FNDE icon
669
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
$10.1K ﹤0.01%
349
– –
LCUT icon
670
Lifetime Brands
LCUT
$220M
$10K ﹤0.01%
1,700
– –
BINC icon
671
BlackRock Flexible Income ETF
BINC
$16.3B
$10K ﹤0.01%
193
– –
OXY.WS icon
672
Occidental Petroleum Corp Warrants
OXY.WS
$33.7B
$9.75K ﹤0.01%
354
– –
SNCR
673
DELISTED
Synchronoss Technologies
SNCR
$9.64K ﹤0.01%
1,004
– –
FTRI icon
674
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$130M
$9.62K ﹤0.01%
800
– –
BRSL
675
Brightstar Lottery PLC
BRSL
$2.15B
$9.61K ﹤0.01%
544
– –
25 26
27
28 29

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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.