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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
FTGC icon
751
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.1B
$5.17K ﹤0.01%
216
– –
TDAY
752
USA Today Co
TDAY
$1.01B
$5.16K ﹤0.01%
1,019
– –
QQQE icon
753
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$5.12K ﹤0.01%
57
– –
SABR icon
754
Sabre
SABR
$803M
$5.11K ﹤0.01%
1,400
– –
DIA icon
755
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$5.11K ﹤0.01%
12
– –
HBB icon
756
Hamilton Beach Brands
HBB
$449M
$5.05K ﹤0.01%
300
– –
CLX icon
757
Clorox
CLX
$12.9B
$5.04K ﹤0.01%
31
– –
MKTX icon
758
MarketAxess Holdings
MKTX
$5.72B
$4.97K ﹤0.01%
22
– –
BKNG icon
759
Booking.com
BKNG
$158B
$4.97K ﹤0.01%
+25
New +$4.8K
SDVY icon
760
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$4.91K ﹤0.01%
137
-295
-68% -$11K
EA
761
DELISTED
Electronic Arts
EA
$4.83K ﹤0.01%
33
– –
XME icon
762
State Street SPDR S&P Metals & Mining ETF
XME
$4.53B
$4.77K ﹤0.01%
84
– –
FREL icon
763
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$4.76K ﹤0.01%
176
+11
+7% +$315
SAMT icon
764
Strategas Macro Thematic Opportunities ETF
SAMT
$880M
$4.75K ﹤0.01%
+163
New +$4.76K
USDU icon
765
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
$4.7K ﹤0.01%
170
– –
REET icon
766
iShares Global REIT ETF
REET
$5.05B
$4.7K ﹤0.01%
196
+12
+7% +$306
EEM icon
767
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$4.6K ﹤0.01%
110
– –
BBRE icon
768
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$4.59K ﹤0.01%
49
+3
+7% +$296
SLQD icon
769
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.58K ﹤0.01%
92
– –
OIS icon
770
Oil States International
OIS
$530M
$4.55K ﹤0.01%
900
– –
REZ icon
771
iShares Residential and Multisector Real Estate ETF
REZ
$850M
$4.54K ﹤0.01%
56
+3
+6% +$257
AIV
772
Aimco
AIV
$381M
$4.5K ﹤0.01%
495
– –
AWK icon
773
American Water Works
AWK
$27B
$4.48K ﹤0.01%
+36
New +$4.86K
SRVR icon
774
Pacer Data & Infrastructure Real Estate ETF
SRVR
$385M
$4.47K ﹤0.01%
149
+9
+6% +$282
SO icon
775
Southern Company
SO
$106B
$4.45K ﹤0.01%
+54
New +$4.74K
29 30
31
32 33

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CFP
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QL
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NCA
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CAM
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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.