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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
+10.63%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$559M
AUM Growth
+$35.5M
Cap. Flow
-$6.02M
Cap. Flow %
-1.08%
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98

Top Buys

1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.25M
3
MKC icon
McCormick & Company Non-Voting
MKC
+$1.12M
4
AMCR icon
Amcor
AMCR
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.07M

Top Sells

1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.45M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.94M
3
SEE
Sealed Air
SEE
+$1.63M
4
SLB icon
SLB Ltd
SLB
+$1.47M
5
VLY icon
Valley National Bancorp
VLY
+$1.24M

Sector Composition

1 Technology 4%
2 Financials 4%
3 Consumer Discretionary 3.31%
4 Consumer Staples 2.47%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
1
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$24.5M 4.38%
205,613
-2,160
-1% -$247K
IWY icon
2
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$23.7M 4.25%
81,693
-855
-1% -$241K
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$71.7B
$23M 4.11%
780,944
+32,896
+4% +$939K
SPYM
4
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$22.9M 4.1%
260,841
+10,603
+4% +$905K
VV icon
5
Vanguard Large-Cap ETF
VV
$52.2B
$21.6M 3.87%
62,926
+2,604
+4% +$869K
OEF icon
6
iShares S&P 100 ETF
OEF
$20.1B
$21.2M 3.8%
57,996
-641
-1% -$230K
VSDA icon
7
VictoryShares Dividend Accelerator ETF
VSDA
$243M
$17.3M 3.1%
297,940
-3,096
-1% -$173K
FHLC icon
8
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$16.7M 2.99%
216,139
-2,111
-1% -$152K
FTCS icon
9
First Trust Capital Strength ETF
FTCS
$7.88B
$16.4M 2.93%
+174,122
New +$16.3M
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$11.6M 2.08%
128,022
-3,883
-3% -$342K
PAVE icon
11
Global X US Infrastructure Development ETF
PAVE
$13.9B
$11.4M 2.05%
194,312
+457
+0.2% +$25.7K
ILCG icon
12
iShares Morningstar Growth ETF
ILCG
$3.12B
$10.7M 1.91%
91,309
+462
+0.5% +$51.7K
VONG icon
13
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$10.1M 1.82%
79,364
+469
+0.6% +$58.2K
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$80B
$10.1M 1.81%
63,877
+1,519
+2% +$237K
ITOT icon
15
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$9.6M 1.72%
58,420
-2,052
-3% -$326K
DIVO icon
16
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$9.31M 1.67%
203,662
+5,462
+3% +$250K
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$100B
$9.21M 1.65%
290,362
+10,146
+4% +$322K
PEY icon
18
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
$9.03M 1.62%
389,733
+12,518
+3% +$279K
DBEF icon
19
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9B
$7.52M 1.35%
137,576
+5,806
+4% +$304K
FDL icon
20
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.65B
$7.39M 1.32%
151,969
-169,257
-53% -$8.45M
PGX icon
21
Invesco Preferred ETF
PGX
$3.91B
$6.6M 1.18%
609,077
+30,800
+5% +$340K
XLE icon
22
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$5.98M 1.07%
112,616
-3,364
-3% -$192K
PFF icon
23
iShares Preferred and Income Securities ETF
PFF
$13.3B
$5.66M 1.01%
185,703
+11,205
+6% +$349K
PFXF icon
24
VanEck Preferred Securities ex Financials ETF
PFXF
$2.39B
$5.59M 1%
313,386
+19,225
+7% +$353K
IGLB icon
25
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.69B
$5.59M 1%
111,718
+7,492
+7% +$373K
1
2 3 4 5

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
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 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 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

Investors Research Corp's Q2 2026 Portfolio in Review

As of Q2 2026, Investors Research Corp held 903 positions worth $559M, up 6.8% from $523M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Investors Research Corp's Q2 2026 filing shows 55 new, 85 increased, 239 reduced and 98 closed positions. Its largest new stake was First Trust Capital Strength ETF: 174,122 shares worth $16.4M. The largest sale was First Trust Morningstar Dividend Leaders Index Fund, an estimated $8.45M.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Investors Research Corp's largest Q2 2026 buy was First Trust Capital Strength ETF: 174,122 shares worth $16.4M.
  • Investors Research Corp added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $1.25M increase.
  • Investors Research Corp's biggest Q2 2026 reduction was First Trust Morningstar Dividend Leaders Index Fund, cutting an estimated $8.45M.
  • Investors Research Corp fully exited Sealed Air in Q2 2026, selling an estimated $1.63M.
  • Investors Research Corp's ten largest holdings make up 36% of its $559M portfolio in Q2 2026.
  • Investors Research Corp opened 55 new positions and closed 98 in Q2 2026.
  • Investors Research Corp's portfolio value rose 6.8% quarter-over-quarter to $559M.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.