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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
GDX icon
376
VanEck Gold Miners ETF
GDX
$27.9B
$63.5K 0.01%
692
– –
VCLT icon
377
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.77B
$63K 0.01%
843
– –
EMHY icon
378
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$62.6K 0.01%
1,589
– –
FRDM icon
379
Freedom 100 Emerging Markets ETF
FRDM
$3.42B
$61K 0.01%
+1,117
New +$64K
ABBV icon
380
AbbVie
ABBV
$440B
$59.8K 0.01%
275
-481
-64% -$107K
NULV icon
381
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$58.6K 0.01%
1,288
-26
-2% -$1.21K
LXFR icon
382
Luxfer Holdings
LXFR
$457M
$58.5K 0.01%
4,800
-1,300
-21% -$18.1K
ESGD icon
383
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$56.3K 0.01%
589
– –
SPYX icon
384
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$55.7K 0.01%
1,051
– –
QYLD icon
385
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$54.9K 0.01%
3,204
– –
SCHW
386
Charles Schwab
SCHW
$187B
$54.8K 0.01%
583
+53
+10% +$5.2K
MORT icon
387
VanEck Mortgage REIT Income ETF
MORT
$374M
$53.9K 0.01%
5,258
– –
NBR icon
388
Nabors Industries
NBR
$1.32B
$53.5K 0.01%
622
– –
DNP icon
389
DNP Select Income Fund
DNP
$4.11B
$52.4K 0.01%
5,092
– –
SMP icon
390
Standard Motor Products
SMP
$871M
$52.1K 0.01%
1,500
– –
DAVA icon
391
Endava
DAVA
$155M
$51.9K 0.01%
11,750
– –
NOBL icon
392
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$49.7K 0.01%
938
– –
SCHP icon
393
Schwab US TIPS ETF
SCHP
$16.2B
$48.3K 0.01%
1,816
– –
XLF icon
394
State Street Financial Select Sector SPDR ETF
XLF
$59B
$46.6K 0.01%
944
-246
-21% -$12.8K
USXF icon
395
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
$46.3K 0.01%
839
+290
+53% +$16.8K
CB icon
396
Chubb
CB
$134B
$46.3K 0.01%
142
-155
-52% -$49.7K
DFUV icon
397
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$46.2K 0.01%
954
– –
COST icon
398
Costco
COST
$419B
$45.8K 0.01%
46
– –
CLW icon
399
Clearwater Paper
CLW
$365M
$45.3K 0.01%
3,150
+400
+15% +$6.51K
XLY icon
400
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$44.9K 0.01%
412
+8
+2% +$935
14 15
16
17 18

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
QL
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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
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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.