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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
(-4.2%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$9M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.51M |
| 3 |
Blackstone
BX
|
+$1.23M |
| 4 |
Broadridge
BR
|
+$1.2M |
| 5 |
VICI Properties
VICI
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16M |
| 2 |
CF Industries
CF
|
+$2.06M |
| 3 |
US Bancorp
USB
|
+$1.84M |
| 4 |
Canadian Natural Resources
CNQ
|
+$1.78M |
| 5 |
Intel
INTC
|
+$1.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.14% |
| 2 | Technology | 4.13% |
| 3 | Consumer Discretionary | 3.61% |
| 4 | Consumer Staples | 2.52% |
| 5 | Energy | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $273K | 0.05% |
9,083
+189
| +2% | +$5.71K |
|
227
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
| $272K | 0.05% |
4,186
-10,616
| -72% | -$688K |
|
228
Leggett & Platt
LEG
$1.3B
| $271K | 0.05% |
27,477
+1,690
| +7% | +$19.3K |
|
|
FLG
229
Flagstar Bank National Association
FLG
$5.89B
| $270K | 0.05% |
20,534
-1,433
| -7% | -$18.8K |
|
230
Nice
NICE
$5.95B
| $268K | 0.05% |
2,431
| – | – |
|
231
ING
ING
$101B
| $268K | 0.05% |
10,280
-30,035
| -75% | -$845K |
|
232
The Mosaic Company
MOS
$7.34B
| $265K | 0.05% |
10,375
+500
| +5% | +$13.7K |
|
233
Micron Technology
MU
$981B
| $260K | 0.05% |
770
-900
| -54% | -$353K |
|
234
Boston Beer
SAM
$1.85B
| $259K | 0.05% |
1,125
-25
| -2% | -$5.62K |
|
235
FlexShares Quality Dividend Defensive Index Fund
QDEF
$560M
| $258K | 0.05% |
3,229
+67
| +2% | +$5.5K |
|
236
Goodyear
GT
$1.75B
| $257K | 0.05% |
38,750
+1,425
| +4% | +$12K |
|
237
FMC
FMC
$1.3B
| $257K | 0.05% |
14,916
+725
| +5% | +$10.8K |
|
238
RTX Corp
RTX
$302B
| $257K | 0.05% |
1,330
-704
| -35% | -$140K |
|
239
Ford
F
$55.7B
| $250K | 0.05% |
21,660
| – | – |
|
240
iShares Russell 1000 Growth ETF
IWF
$127B
| $249K | 0.05% |
2,340
| – | – |
|
241
FlexShares Quality Dividend Index Fund
QDF
$2.27B
| $249K | 0.05% |
3,151
+67
| +2% | +$5.47K |
|
242
WisdomTree US MidCap Dividend Fund
DON
$4.09B
| $248K | 0.05% |
4,727
-300
| -6% | -$16.2K |
|
243
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $243K | 0.05% |
3,067
+70
| +2% | +$5.58K |
|
244
Invesco QQQ Trust
QQQ
$478B
| $241K | 0.05% |
417
+1
| +0.2% | +$608 |
|
245
KeyCorp
KEY
$24.3B
| $241K | 0.05% |
12,000
| – | – |
|
246
Kohl's
KSS
$2.1B
| $240K | 0.05% |
18,592
+150
| +0.8% | +$2.53K |
|
247
Meta Platforms (Facebook)
META
$1.53T
| $239K | 0.05% |
417
+18
| +5% | +$11.5K |
|
|
BLD
248
DELISTED
TopBuild
BLD
| $237K | 0.05% |
675
| – | – |
|
249
Penske Automotive Group
PAG
$14.2B
| $235K | 0.05% |
1,575
| – | – |
|
|
BNY
250
Bank of New York Mellon
BNY
$109B
| $228K | 0.04% |
1,926
+32
| +2% | +$3.81K |
|
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Investors Research Corp's Q1 2026 Portfolio in Review
As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.
By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.
- Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
- Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
- Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
- Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
- Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
- Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
- Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.
Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.