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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
PINS icon
826
Pinterest
PINS
$13.4B
$2.9K ﹤0.01%
100
– –
SCHV
827
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$2.89K ﹤0.01%
+111
New +$3K
EXR icon
828
Extra Space Storage
EXR
$31B
$2.84K ﹤0.01%
19
– –
BDJ icon
829
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.76B
$2.84K ﹤0.01%
343
-114
-25% -$992
SUI icon
830
Sun Communities
SUI
$14.5B
$2.71K ﹤0.01%
22
– –
COLD icon
831
Americold
COLD
$4.13B
$2.67K ﹤0.01%
125
– –
MTUS icon
832
Metallus
MTUS
$900M
$2.64K ﹤0.01%
187
– –
VO icon
833
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.64K ﹤0.01%
40
-80
-67% -$5.43K
EWX icon
834
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$693M
$2.64K ﹤0.01%
45
– –
CPT icon
835
Camden Property Trust
CPT
$10.9B
$2.55K ﹤0.01%
22
– –
EWC icon
836
iShares MSCI Canada ETF
EWC
$6.48B
$2.54K ﹤0.01%
63
– –
IPO icon
837
Renaissance IPO ETF
IPO
$159M
$2.53K ﹤0.01%
58
– –
GOOS
838
Canada Goose Holdings
GOOS
$856M
$2.52K ﹤0.01%
251
– –
LUV icon
839
Southwest Airlines
LUV
$22.3B
$2.45K ﹤0.01%
73
– –
VICI icon
840
VICI Properties
VICI
$28.6B
$2.45K ﹤0.01%
84
– –
XP icon
841
XP
XP
$8.01B
$2.42K ﹤0.01%
204
– –
FNDA icon
842
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
$2.38K ﹤0.01%
80
– –
KWEB icon
843
KraneShares CSI China Internet ETF
KWEB
$5.56B
$2.34K ﹤0.01%
80
– –
ELPC icon
844
Copel
ELPC
$8.06B
$2.28K ﹤0.01%
437
– –
BF.B icon
845
Brown-Forman Class B
BF.B
$12.9B
$2.17K ﹤0.01%
57
– –
IQV icon
846
IQVIA
IQV
$40.1B
$2.16K ﹤0.01%
11
– –
VGIT icon
847
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.15K ﹤0.01%
37
– –
SPIP icon
848
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.13K ﹤0.01%
84
– –
MBB icon
849
iShares MBS ETF
MBB
$39B
$2.11K ﹤0.01%
23
– –
SPAB icon
850
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
$2.1K ﹤0.01%
84
– –
32 33
34
35 36

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.