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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
IGIB icon
726
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$6.18K ﹤0.01%
120
– –
CII icon
727
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
$6.15K ﹤0.01%
306
-71
-19% -$1.41K
XLP icon
728
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$6.13K ﹤0.01%
78
– –
JHEM icon
729
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.03B
$6.08K ﹤0.01%
235
– –
SON icon
730
Sonoco
SON
$5.67B
$6.06K ﹤0.01%
124
– –
DTE icon
731
DTE Energy
DTE
$28.7B
$6.04K ﹤0.01%
50
– –
UBER icon
732
Uber
UBER
$157B
$6.03K ﹤0.01%
100
– –
DCTH icon
733
Delcath Systems
DCTH
$580M
$6.02K ﹤0.01%
500
-450
-47% -$4.75K
DGRW icon
734
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$5.91K ﹤0.01%
73
– –
HEFA icon
735
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.78B
$5.91K ﹤0.01%
170
– –
WMG icon
736
Warner Music
WMG
$13.1B
$5.86K ﹤0.01%
189
– –
DCH
737
Dauch Corp
DCH
$1.59B
$5.83K ﹤0.01%
1,000
– –
DOC icon
738
Healthpeak Properties
DOC
$14.3B
$5.82K ﹤0.01%
287
– –
CNI icon
739
Canadian National Railway
CNI
$76.3B
$5.79K ﹤0.01%
57
– –
SCHR
740
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$5.68K ﹤0.01%
234
– –
UDR icon
741
UDR
UDR
$11.9B
$5.64K ﹤0.01%
130
– –
UEIC icon
742
Universal Electronics
UEIC
$74.6M
$5.5K ﹤0.01%
500
– –
EPP icon
743
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$5.43K ﹤0.01%
124
– –
ROK icon
744
Rockwell Automation
ROK
$49.7B
$5.43K ﹤0.01%
19
– –
MKSI icon
745
MKS Inc
MKSI
$20.9B
$5.43K ﹤0.01%
52
– –
ORCL icon
746
Oracle
ORCL
$428B
$5.33K ﹤0.01%
+32
New +$5.68K
GSIE icon
747
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.15B
$5.3K ﹤0.01%
159
– –
KTOS icon
748
Kratos Defense & Security Solutions
KTOS
$11.8B
$5.28K ﹤0.01%
200
– –
FUMB icon
749
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
$5.26K ﹤0.01%
262
– –
LRGF icon
750
iShares US Equity Factor ETF
LRGF
$3.72B
$5.19K ﹤0.01%
86
– –
28 29
30
31 32

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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AAS
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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.