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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
BAC icon
126
Bank of America
BAC
$448B
$808K 0.18%
18,387
– –
PK icon
127
Park Hotels & Resorts
PK
$2.89B
$807K 0.18%
57,348
-1,121
-2% -$16.5K
CMCSA icon
128
Comcast
CMCSA
$91B
$794K 0.17%
21,150
-2,025
-9% -$84.1K
ING icon
129
ING
ING
$101B
$788K 0.17%
50,265
-375
-0.7% -$6.09K
HMC icon
130
Honda
HMC
$41.1B
$780K 0.17%
27,333
-1,450
-5% -$41K
SPTN
131
DELISTED
SpartanNash
SPTN
$778K 0.17%
42,455
-175
-0.4% -$3.5K
TAP icon
132
Molson Coors Class B
TAP
$7.84B
$764K 0.17%
13,325
-171
-1% -$9.97K
MPC icon
133
Marathon Petroleum
MPC
$93.9B
$760K 0.17%
5,446
-75
-1% -$11.4K
JSMD icon
134
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$757K 0.17%
10,089
– –
MGM icon
135
MGM Resorts International
MGM
$11.1B
$757K 0.17%
21,850
– –
LVS icon
136
Las Vegas Sands
LVS
$29.6B
$754K 0.17%
14,687
-275
-2% -$14.3K
JHG
137
DELISTED
Janus Henderson
JHG
$754K 0.17%
17,733
-21,174
-54% -$897K
ETD icon
138
Ethan Allen Interiors
ETD
$606M
$754K 0.17%
26,825
-250
-0.9% -$7.42K
RTH icon
139
VanEck Retail ETF
RTH
$263M
$754K 0.17%
3,363
– –
AVGO icon
140
Broadcom
AVGO
$1.97T
$753K 0.17%
3,250
-130
-4% -$24K
AEO icon
141
American Eagle Outfitters
AEO
$2.94B
$750K 0.16%
44,989
-1,250
-3% -$23.6K
SPGP icon
142
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$747K 0.16%
7,123
– –
BWA icon
143
BorgWarner
BWA
$14.1B
$743K 0.16%
23,380
– –
C icon
144
Citigroup
C
$228B
$743K 0.16%
10,556
+1
+0% +$67
PRU icon
145
Prudential Financial
PRU
$42.3B
$737K 0.16%
6,217
– –
EMN icon
146
Eastman Chemical
EMN
$8.54B
$735K 0.16%
8,053
-150
-2% -$15.4K
IWM icon
147
iShares Russell 2000 ETF
IWM
$81.8B
$734K 0.16%
3,320
– –
FPX icon
148
First Trust US Equity Opportunities ETF
FPX
$1.49B
$729K 0.16%
6,100
– –
SPHD icon
149
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$729K 0.16%
15,088
-808
-5% -$40.4K
FIS icon
150
Fidelity National Information Services
FIS
$22.1B
$726K 0.16%
8,991
-983
-10% -$84.6K
4 5
6
7 8

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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.