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
AIA icon
851
iShares Asia 50 ETF
AIA
$4.95B
$2.04K ﹤0.01%
30
– –
LYFT icon
852
Lyft
LYFT
$6.64B
$1.94K ﹤0.01%
150
– –
XBI icon
853
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$1.89K ﹤0.01%
21
– –
CP icon
854
Canadian Pacific Kansas City
CP
$80.8B
$1.88K ﹤0.01%
26
– –
BA icon
855
Boeing
BA
$184B
$1.77K ﹤0.01%
10
-200
-95% -$31.4K
XITK icon
856
State Street SPDR FactSet Innovative Technology ETF
XITK
$70.8M
$1.74K ﹤0.01%
10
– –
IFN
857
Aberdeen India Fund
IFN
$508M
$1.73K ﹤0.01%
110
– –
VTV icon
858
Vanguard Morningstar Value ETF
VTV
$192B
$1.69K ﹤0.01%
10
– –
HR icon
859
Healthcare Realty
HR
$6.56B
$1.64K ﹤0.01%
97
– –
CMTL icon
860
Comtech Telecommunications
CMTL
$51.8M
$1.6K ﹤0.01%
400
-2,000
-83% -$7.15K
FG icon
861
F&G Annuities & Life
FG
$3.51B
$1.53K ﹤0.01%
37
– –
SYY icon
862
Sysco
SYY
$40.3B
$1.53K ﹤0.01%
20
– –
TEAM icon
863
Atlassian
TEAM
$39.1B
$1.46K ﹤0.01%
6
– –
SCHC icon
864
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$1.41K ﹤0.01%
41
– –
EWL icon
865
iShares MSCI Switzerland ETF
EWL
$2.23B
$1.38K ﹤0.01%
30
– –
TRVG
866
trivago
TRVG
$370M
$1.31K ﹤0.01%
600
– –
TRI icon
867
Thomson Reuters
TRI
$45.4B
$1.28K ﹤0.01%
+8
New +$1.35K
ALLY icon
868
Ally Financial
ALLY
$13.4B
$1.26K ﹤0.01%
35
– –
OUST icon
869
Ouster
OUST
$3.25B
$1.22K ﹤0.01%
100
– –
TENB icon
870
Tenable Holdings
TENB
$4.17B
$1.18K ﹤0.01%
30
– –
CEG icon
871
Constellation Energy
CEG
$98.6B
$1.12K ﹤0.01%
5
-23
-82% -$5.74K
APTV icon
872
Aptiv
APTV
$10.3B
$1.09K ﹤0.01%
18
– –
CAT icon
873
Caterpillar
CAT
$388B
$1.09K ﹤0.01%
3
– –
EG icon
874
Everest Group
EG
$14B
$1.09K ﹤0.01%
3
– –
PLUG icon
875
Plug Power
PLUG
$3.1B
$1.08K ﹤0.01%
509
– –
33 34
35
36 37

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.