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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
IYR icon
776
iShares US Real Estate ETF
IYR
$4.48B
$4.37K ﹤0.01%
47
+3
+7% +$296
RWR icon
777
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$4.35K ﹤0.01%
44
+3
+7% +$312
ICF icon
778
iShares Select U.S. REIT ETF
ICF
$2.07B
$4.34K ﹤0.01%
72
+4
+6% +$255
FTV icon
779
Fortive
FTV
$18.6B
$4.2K ﹤0.01%
74
– –
MTH icon
780
Meritage Homes
MTH
$4.81B
$4.15K ﹤0.01%
54
– –
UHS icon
781
Universal Health Services
UHS
$9.94B
$4.13K ﹤0.01%
23
– –
EWU icon
782
iShares MSCI United Kingdom ETF
EWU
$4.13B
$4.1K ﹤0.01%
121
– –
QQQ icon
783
Invesco QQQ Trust
QQQ
$478B
$4.09K ﹤0.01%
8
– –
HST icon
784
Host Hotels & Resorts
HST
$15.3B
$4.08K ﹤0.01%
233
– –
PCEF icon
785
Invesco CEF Income Composite ETF
PCEF
$817M
$4.08K ﹤0.01%
213
– –
DWAS icon
786
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$445M
$4.02K ﹤0.01%
44
– –
BTO
787
John Hancock Financial Opportunities Fund
BTO
$809M
$3.93K ﹤0.01%
110
– –
LPG icon
788
Dorian LPG
LPG
$1.84B
$3.9K ﹤0.01%
+160
New +$4.48K
SBAC icon
789
SBA Communications
SBAC
$19.3B
$3.87K ﹤0.01%
19
– –
FNDC icon
790
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$3.86K ﹤0.01%
113
– –
MGA icon
791
Magna International
MGA
$18.8B
$3.85K ﹤0.01%
92
– –
CSTE icon
792
Caesarstone
CSTE
$104M
$3.83K ﹤0.01%
900
– –
VSTS icon
793
Vestis
VSTS
$1.83B
$3.81K ﹤0.01%
250
– –
TLH icon
794
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$3.78K ﹤0.01%
38
– –
REM icon
795
iShares Mortgage Real Estate ETF
REM
$545M
$3.78K ﹤0.01%
177
+13
+8% +$295
JPEM icon
796
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$392M
$3.74K ﹤0.01%
72
– –
DKNG icon
797
DraftKings
DKNG
$12.6B
$3.72K ﹤0.01%
100
– –
ARM icon
798
Arm
ARM
$287B
$3.7K ﹤0.01%
30
– –
JPME icon
799
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$477M
$3.69K ﹤0.01%
36
– –
VGLT icon
800
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.65K ﹤0.01%
66
– –
30 31
32
33 34

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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
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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

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.