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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
MS icon
76
Morgan Stanley
MS
$338B
$1.2M 0.26%
9,550
-400
-4% -$49.3K
NTR icon
77
Nutrien
NTR
$32B
$1.19M 0.26%
26,507
-116
-0.4% -$5.51K
GPN icon
78
Global Payments
GPN
$22.8B
$1.16M 0.26%
10,389
-575
-5% -$62.9K
MET icon
79
MetLife
MET
$61.8B
$1.16M 0.26%
14,175
-2,975
-17% -$248K
LYB icon
80
LyondellBasell Industries
LYB
$20.7B
$1.16M 0.25%
15,575
+6,050
+64% +$509K
GS icon
81
Goldman Sachs
GS
$301B
$1.14M 0.25%
1,995
-560
-22% -$312K
CVE icon
82
Cenovus Energy
CVE
$55.2B
$1.12M 0.25%
+74,150
New +$1.19M
TD icon
83
Toronto Dominion Bank
TD
$201B
$1.12M 0.25%
21,042
+17,475
+490% +$980K
SDOG icon
84
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
$1.11M 0.24%
19,587
-400
-2% -$23.6K
O icon
85
Realty Income
O
$58.6B
$1.09M 0.24%
20,456
-250
-1% -$14.6K
FTEC icon
86
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$1.09M 0.24%
5,890
+250
+4% +$45.7K
HII icon
87
Huntington Ingalls Industries
HII
$12.9B
$1.07M 0.24%
+5,675
New +$1.23M
GILD icon
88
Gilead Sciences
GILD
$169B
$1.07M 0.23%
11,536
-2,216
-16% -$200K
FDX icon
89
FedEx
FDX
$76.1B
$1.05M 0.23%
3,716
+1
+0% +$279
MDT icon
90
Medtronic
MDT
$116B
$1.03M 0.23%
12,926
-1,118
-8% -$96.8K
K
91
DELISTED
Kellanova
K
$1.03M 0.23%
12,741
-250
-2% -$20.2K
R icon
92
Ryder
R
$10B
$1.03M 0.23%
6,575
-1,075
-14% -$168K
GLPI icon
93
Gaming and Leisure Properties
GLPI
$12.5B
$1.02M 0.22%
21,250
– –
PWB icon
94
Invesco Large Cap Growth ETF
PWB
$2.39B
$1.02M 0.22%
10,033
+451
+5% +$46.4K
BCH icon
95
Banco de Chile
BCH
$20.7B
$1.02M 0.22%
45,000
-225
-0.5% -$5.3K
SMFG icon
96
Sumitomo Mitsui Financial
SMFG
$160B
$998K 0.22%
68,879
-675
-1% -$9.27K
PNC icon
97
PNC Financial Services
PNC
$101B
$993K 0.22%
5,150
– –
EMLP icon
98
First Trust North American Energy Infrastructure Fund
EMLP
$4.13B
$989K 0.22%
27,731
-301
-1% -$10.7K
QUAL icon
99
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$988K 0.22%
5,548
+244
+5% +$44.3K
SPHQ icon
100
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$984K 0.22%
14,679
+700
+5% +$47.5K
2 3
4
5 6

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.