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
AGQI icon
801
First Trust Active Global Quality Income ETF
AGQI
$56.1M
$3.64K ﹤0.01%
272
– –
USMV icon
802
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$3.64K ﹤0.01%
41
– –
RWJ icon
803
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
$3.57K ﹤0.01%
78
– –
ISCG icon
804
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
$3.56K ﹤0.01%
72
– –
ALGN icon
805
Align Technology
ALGN
$12.3B
$3.54K ﹤0.01%
17
– –
UNH icon
806
UnitedHealth
UNH
$361B
$3.54K ﹤0.01%
+7
New +$3.98K
QS icon
807
QuantumScape Corp
QS
$3.9B
$3.51K ﹤0.01%
676
– –
EIPI
808
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$3.51K ﹤0.01%
180
– –
ENTG icon
809
Entegris
ENTG
$23B
$3.47K ﹤0.01%
35
– –
NLY icon
810
Annaly Capital Management
NLY
$17.4B
$3.42K ﹤0.01%
187
– –
VRT icon
811
Vertiv
VRT
$108B
$3.41K ﹤0.01%
30
– –
EWT icon
812
iShares MSCI Taiwan ETF
EWT
$11.2B
$3.36K ﹤0.01%
65
– –
CHWY icon
813
Chewy
CHWY
$9.2B
$3.35K ﹤0.01%
100
– –
PPG icon
814
PPG Industries
PPG
$25.8B
$3.35K ﹤0.01%
28
– –
IIM icon
815
Invesco Value Municipal Income Trust
IIM
$595M
$3.26K ﹤0.01%
274
– –
HYLB icon
816
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
$3.25K ﹤0.01%
90
– –
ROBT icon
817
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$780M
$3.2K ﹤0.01%
71
– –
EBND icon
818
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$3.16K ﹤0.01%
162
– –
CHX
819
DELISTED
ChampionX
CHX
$3.15K ﹤0.01%
116
– –
SSP icon
820
E.W. Scripps
SSP
$307M
$3.09K ﹤0.01%
1,397
-1,035
-43% -$2.39K
NGVT icon
821
Ingevity
NGVT
$2.67B
$3.06K ﹤0.01%
75
– –
VNQ icon
822
Vanguard Real Estate ETF
VNQ
$38.3B
$3.03K ﹤0.01%
34
+3
+10% +$283
TIP icon
823
iShares TIPS Bond ETF
TIP
$14.7B
$2.98K ﹤0.01%
28
– –
BRW
824
Saba Capital Income & Opportunities Fund
BRW
$336M
$2.95K ﹤0.01%
387
– –
SPGM icon
825
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$2.91K ﹤0.01%
46
– –
31 32
33
34 35

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
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.