We are live on ! Find out more
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
IWO icon
676
iShares Russell 2000 Growth ETF
IWO
$15B
$9.5K ﹤0.01%
33
– –
IUSB icon
677
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$9.49K ﹤0.01%
210
– –
MIDD icon
678
Middleby
MIDD
$5.37B
$9.48K ﹤0.01%
70
– –
EQC
679
DELISTED
Equity Commonwealth
EQC
$9.47K ﹤0.01%
5,350
– –
XLRE icon
680
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$9.44K ﹤0.01%
232
– –
DG icon
681
Dollar General
DG
$26.4B
$9.4K ﹤0.01%
124
– –
CMG icon
682
Chipotle Mexican Grill
CMG
$41.4B
$9.35K ﹤0.01%
155
– –
IEF icon
683
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$9.34K ﹤0.01%
101
– –
FTHI icon
684
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.47B
$9.26K ﹤0.01%
398
-803
-67% -$18.8K
INVH icon
685
Invitation Homes
INVH
$17.7B
$8.66K ﹤0.01%
271
– –
ELF icon
686
e.l.f. Beauty
ELF
$5.54B
$8.54K ﹤0.01%
68
– –
IEUR icon
687
iShares Core MSCI Europe ETF
IEUR
$9.13B
$8.53K ﹤0.01%
158
-506
-76% -$28.8K
NTRS icon
688
Northern Trust
NTRS
$34.9B
$8.3K ﹤0.01%
81
– –
MASI
689
DELISTED
Masimo
MASI
$8.27K ﹤0.01%
50
– –
COIN icon
690
Coinbase
COIN
$39.1B
$8.19K ﹤0.01%
33
– –
GIFI
691
DELISTED
Gulf Island Fabrication
GIFI
$8.17K ﹤0.01%
1,200
– –
IEX icon
692
IDEX
IEX
$17.6B
$8.16K ﹤0.01%
39
– –
PDP icon
693
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$8.07K ﹤0.01%
75
– –
ALTM
694
DELISTED
Arcadium Lithium plc
ALTM
$8.07K ﹤0.01%
1,573
– –
HOV icon
695
Hovnanian Enterprises
HOV
$792M
$8.03K ﹤0.01%
60
– –
VEON icon
696
VEON
VEON
$3.89B
$8.02K ﹤0.01%
200
-100
-33% -$3.32K
GSLC icon
697
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$7.95K ﹤0.01%
69
– –
IDEV icon
698
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$7.93K ﹤0.01%
123
– –
XSOE icon
699
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
$7.92K ﹤0.01%
260
– –
ESGE icon
700
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
$7.85K ﹤0.01%
235
– –
26 27
28
29 30

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 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

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.