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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
PTON icon
926
Peloton Interactive
PTON
$2.46B
$87 ﹤0.01%
10
– –
SNAP icon
927
Snap
SNAP
$9.32B
$86 ﹤0.01%
8
– –
KTB icon
928
Kontoor Brands
KTB
$4.14B
$85 ﹤0.01%
+1
New +$86
CGC
929
Canopy Growth
CGC
$422M
$82 ﹤0.01%
30
– –
AMIX
930
Autonomix Medical
AMIX
$4.95M
$75 ﹤0.01%
1
– –
QVCGA
931
DELISTED
QVC Group Inc Series A
QVCGA
$61 ﹤0.01%
4
– –
ADAP
932
DELISTED
Adaptimmune Therapeutics
ADAP
$54 ﹤0.01%
100
– –
BLCN
933
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$51 ﹤0.01%
2
– –
RUN icon
934
Sunrun
RUN
$2.42B
$46 ﹤0.01%
5
– –
DTIL icon
935
Precision BioSciences
DTIL
$207M
$30 ﹤0.01%
8
– –
SCHK icon
936
Schwab 1000 Index ETF
SCHK
$5.92B
$25 ﹤0.01%
1
-1
-50% -$28
ICLN icon
937
iShares Global Clean Energy ETF
ICLN
$2.09B
$23 ﹤0.01%
2
– –
GOEV
938
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$3 ﹤0.01%
2
– –
LDTCW
939
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
$2 ﹤0.01%
22
– –
MJ icon
940
Amplify Alternative Harvest ETF
MJ
$109M
– –
0
– –
WKHS icon
941
Workhorse Group
WKHS
$34.1M
– –
0
– –
ALLE icon
942
Allegion
ALLE
$14.3B
– –
-66
Closed -$9.62K
ALUR.WS
943
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
ANF icon
944
Abercrombie & Fitch
ANF
$5.24B
– –
-35
Closed -$4.9K
AUB icon
945
Atlantic Union Bankshares
AUB
$6.02B
– –
-1,600
Closed -$60.3K
BST icon
946
BlackRock Science and Technology Trust
BST
$1.7B
– –
-124
Closed -$4.39K
BYD icon
947
Boyd Gaming
BYD
$5.98B
– –
-27
Closed -$1.75K
CM icon
948
Canadian Imperial Bank of Commerce
CM
$109B
– –
-18,948
Closed -$1.16M
COF icon
949
Capital One
COF
$134B
– –
-10
Closed -$1.5K
CUZ icon
950
Cousins Properties
CUZ
$4.83B
– –
-258
Closed -$7.61K
36 37
38
39 40

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.