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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
VEEV icon
876
Veeva Systems
VEEV
$38.4B
$1.05K ﹤0.01%
5
– –
NICE icon
877
Nice
NICE
$5.95B
$1.02K ﹤0.01%
6
– –
ACHR icon
878
Archer Aviation
ACHR
$5.23B
$965 ﹤0.01%
+99
New +$550
BYND icon
879
Beyond Meat
BYND
$215M
$959 ﹤0.01%
255
– –
BIP icon
880
Brookfield Infrastructure Partners
BIP
$18.1B
$954 ﹤0.01%
30
– –
SKYY icon
881
First Trust Cloud Computing ETF
SKYY
$3.22B
$953 ﹤0.01%
8
– –
NXTG icon
882
First Trust Indxx NextG ETF
NXTG
$562M
$938 ﹤0.01%
11
– –
IJK icon
883
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$909 ﹤0.01%
+10
New +$942
ENR icon
884
Energizer
ENR
$1.53B
$907 ﹤0.01%
26
– –
DEO icon
885
Diageo
DEO
$52.8B
$890 ﹤0.01%
7
– –
LEA icon
886
Lear
LEA
$8.12B
$852 ﹤0.01%
9
– –
SCHI icon
887
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$795 ﹤0.01%
36
– –
MPT
888
Medical Properties Trust
MPT
$2.4B
$790 ﹤0.01%
200
– –
HDB icon
889
HDFC Bank
HDB
$120B
$766 ﹤0.01%
24
– –
VTS icon
890
Vitesse Energy
VTS
$691M
$725 ﹤0.01%
29
-4,464
-99% -$117K
PUK icon
891
Prudential
PUK
$34B
$701 ﹤0.01%
44
– –
NIO icon
892
NIO
NIO
$11.6B
$698 ﹤0.01%
160
– –
BMTX
893
DELISTED
BM Technologies, Inc.
BMTX
$675 ﹤0.01%
138
– –
LITE icon
894
Lumentum
LITE
$63.8B
$672 ﹤0.01%
8
– –
UP icon
895
Wheels Up
UP
$194M
$668 ﹤0.01%
20
– –
W icon
896
Wayfair
W
$14.1B
$665 ﹤0.01%
15
– –
WTI icon
897
W&T Offshore
WTI
$575M
$664 ﹤0.01%
400
– –
UCB
898
United Community Banks
UCB
$4.36B
$646 ﹤0.01%
20
– –
BBD icon
899
Banco Bradesco
BBD
$35B
$638 ﹤0.01%
334
– –
AMRN
900
Amarin Corp
AMRN
$296M
$594 ﹤0.01%
61
– –
34 35
36
37 38

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.