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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
GLD icon
426
SPDR Gold Trust
GLD
$144B
$33.6K 0.01%
78
-1,138
-94% -$510K
COTY icon
427
Coty
COTY
$2.45B
$33.4K 0.01%
16,600
+700
+4% +$1.88K
BSV icon
428
Vanguard Short-Term Bond ETF
BSV
$45.6B
$33.2K 0.01%
424
-2
-0.5% -$157
BEN icon
429
Franklin Resources
BEN
$17B
$33.1K 0.01%
1,400
– –
STXS icon
430
Stereotaxis
STXS
$137M
$33K 0.01%
17,950
– –
TOTL icon
431
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$32.7K 0.01%
822
– –
CARS icon
432
Cars.com
CARS
$625M
$32.6K 0.01%
4,010
– –
VSNT
433
Versant Media Group
VSNT
$5.14B
$32.1K 0.01%
+867
New +$29.2K
CYH icon
434
Community Health Systems
CYH
$405M
$31.5K 0.01%
10,701
-300
-3% -$972
FISV
435
Fiserv Inc
FISV
$27.1B
$30.7K 0.01%
+550
New +$34K
FIW icon
436
First Trust Water ETF
FIW
$1.92B
$29.9K 0.01%
290
-387
-57% -$42.8K
COWZ icon
437
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$29.7K 0.01%
475
– –
HTRB icon
438
Hartford Total Return Bond ETF
HTRB
$2.22B
$29.6K 0.01%
876
– –
VWO icon
439
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$29.1K 0.01%
539
-594
-52% -$33.3K
NEE icon
440
NextEra Energy
NEE
$179B
$28.9K 0.01%
311
+30
+11% +$2.67K
VTI icon
441
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$28.9K 0.01%
90
– –
IPI icon
442
Intrepid Potash
IPI
$494M
$28.7K 0.01%
670
– –
MA icon
443
Mastercard
MA
$488B
$28.5K 0.01%
57
+9
+19% +$4.74K
AFL icon
444
Aflac
AFL
$60.8B
$28.4K 0.01%
259
– –
CMP icon
445
Compass Minerals
CMP
$1.09B
$28.3K 0.01%
1,214
– –
VTIP icon
446
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$28.3K 0.01%
567
– –
IWN icon
447
iShares Russell 2000 Value ETF
IWN
$14.6B
$27.9K 0.01%
147
-3
-2% -$581
CE icon
448
Celanese
CE
$4.75B
$27.6K 0.01%
420
– –
OZK icon
449
Bank OZK
OZK
$5.67B
$27.5K 0.01%
600
– –
SJM icon
450
J.M. Smucker
SJM
$12.7B
$27.2K 0.01%
282
– –
16 17
18
19 20

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CFP
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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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AAS
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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.