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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
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
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
IEMG icon
326
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$106K 0.02%
1,515
– –
XLC icon
327
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$105K 0.02%
951
– –
IWB icon
328
iShares Russell 1000 ETF
IWB
$50B
$104K 0.02%
291
-356
-55% -$133K
TGT icon
329
Target
TGT
$69.2B
$101K 0.02%
837
– –
STT icon
330
State Street
STT
$51.4B
$101K 0.02%
800
– –
EVCM icon
331
EverCommerce
EVCM
$1.75B
$101K 0.02%
8,822
– –
DBI icon
332
Designer Brands
DBI
$321M
$99.7K 0.02%
17,517
– –
DRI icon
333
Darden Restaurants
DRI
$24.9B
$99.6K 0.02%
508
+8
+2% +$1.65K
CSCO icon
334
Cisco
CSCO
$475B
$98.5K 0.02%
1,270
-291
-19% -$22.8K
RTH icon
335
VanEck Retail ETF
RTH
$262M
$94.6K 0.02%
377
– –
RNST icon
336
Renasant Corp
RNST
$3.92B
$92.6K 0.02%
2,564
-750
-23% -$28.2K
WM icon
337
Waste Management
WM
$90.7B
$91.9K 0.02%
400
– –
CLF icon
338
Cleveland-Cliffs
CLF
$7.08B
$90.9K 0.02%
10,755
– –
NOW icon
339
ServiceNow
NOW
$132B
$90.4K 0.02%
865
+10
+1% +$1.18K
WWW icon
340
Wolverine World Wide
WWW
$1.49B
$89.8K 0.02%
5,500
– –
VALE icon
341
Vale
VALE
$60.9B
$87.5K 0.02%
5,500
– –
GEN icon
342
Gen Digital
GEN
$17.4B
$86.6K 0.02%
4,600
– –
BGS icon
343
B&G Foods
BGS
$277M
$86.3K 0.02%
17,950
+350
+2% +$1.7K
BND icon
344
Vanguard Total Bond Market
BND
$161B
$86.2K 0.02%
1,171
-38
-3% -$2.82K
DFAC icon
345
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$83.7K 0.02%
2,155
-980
-31% -$39.5K
TG icon
346
Tredegar Corp
TG
$275M
$83.5K 0.02%
10,500
-500
-5% -$4.18K
ELV icon
347
Elevance Health
ELV
$84.7B
$82.6K 0.02%
282
– –
PG icon
348
Procter & Gamble
PG
$338B
$81.7K 0.02%
566
+192
+51% +$29.1K
IWD icon
349
iShares Russell 1000 Value ETF
IWD
$84B
$80.8K 0.02%
378
– –
CRBN icon
350
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$80.7K 0.02%
362
– –
12 13
14
15 16

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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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.