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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
-1.79%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
+$18.5M
Cap. Flow %
4%
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
203
Reduced
138
Closed
37

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$1.35M
2
WTRG icon
Essential Utilities
WTRG
+$1.3M
3
SEE
Sealed Air
SEE
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.15M
2
K
Kellanova
K
+$1.03M
3
SAN icon
Banco Santander
SAN
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG
Janus Henderson
JHG
+$711K

Sector Composition

Rank Sector Weight
1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFF icon
26
iShares Preferred and Income Securities ETF
PFF
$13.2B
$3.88M 0.84%
126,301
+17,505
+16% +$552K
IGLB icon
27
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.79B
$3.81M 0.83%
75,935
+10,442
+16% +$521K
IVV icon
28
iShares Core S&P 500 ETF
IVV
$905B
$3.63M 0.79%
6,468
– –
PGF icon
29
Invesco Financial Preferred ETF
PGF
$668M
$3.51M 0.76%
245,789
+37,879
+18% +$556K
PFXF icon
30
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$3.5M 0.76%
208,598
+32,204
+18% +$556K
PSK icon
31
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$3.06M 0.66%
94,489
+9
+0% +$299
MDYG icon
32
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.95B
$2.34M 0.51%
29,468
-132
-0.4% -$11.4K
SPLV icon
33
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$2.28M 0.49%
30,571
-198
-0.6% -$14.3K
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$2.24M 0.49%
95,709
-424
-0.4% -$10.8K
CSB icon
35
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$2.21M 0.48%
38,582
-1,936
-5% -$115K
CWB icon
36
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$2.17M 0.47%
28,284
-178
-0.6% -$14.1K
VYMI icon
37
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$2.13M 0.46%
28,902
+7,401
+34% +$531K
CF icon
38
CF Industries
CF
$18.1B
$2.11M 0.46%
26,990
– –
DEM icon
39
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$2.06M 0.45%
48,903
+13,013
+36% +$542K
UNM icon
40
Unum
UNM
$14.4B
$1.99M 0.43%
24,376
– –
SW
41
Smurfit Westrock
SW
$25.3B
$1.98M 0.43%
44,001
– –
IEO icon
42
iShares US Oil & Gas Exploration & Production ETF
IEO
$574M
$1.97M 0.43%
20,810
+5,681
+38% +$531K
IWB icon
43
iShares Russell 1000 ETF
IWB
$50.2B
$1.89M 0.41%
6,153
-141
-2% -$45.6K
TFC icon
44
Truist Financial
TFC
$63.6B
$1.79M 0.39%
43,378
+207
+0.5% +$9.22K
IP icon
45
International Paper
IP
$22B
$1.78M 0.39%
33,437
– –
RWK icon
46
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
$1.76M 0.38%
16,275
-1,636
-9% -$190K
SRLN icon
47
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$1.74M 0.38%
42,279
-21
-0% -$873
VZ icon
48
Verizon
VZ
$196B
$1.71M 0.37%
37,791
+5,371
+17% +$224K
RPG icon
49
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$1.67M 0.36%
43,664
-305
-0.7% -$12.8K
AMZN icon
50
Amazon
AMZN
$2.96T
$1.65M 0.36%
8,678
+645
+8% +$140K
1
2
3 4 5

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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 2025 Portfolio in Review

As of Q1 2025, Investors Research Corp held 1,000 positions worth $462M, up 1.4% from $455M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp deployed $18.5M of net new capital in Q1 2025, opening 57 new positions and adding to 203 existing holdings. Its largest new stake was Essential Utilities: 35,350 shares worth $1.4M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 7.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Gilead Sciences, an estimated $1.15M trimmed.

  • Investors Research Corp's largest Q1 2025 buy was Essential Utilities: 35,350 shares worth $1.4M.
  • Investors Research Corp added most to Crown Castle in Q1 2025, an estimated $1.35M increase.
  • Investors Research Corp's biggest Q1 2025 reduction was Gilead Sciences, cutting an estimated $1.15M.
  • Investors Research Corp fully exited Kellanova in Q1 2025, selling an estimated $1.03M.
  • Investors Research Corp's ten largest holdings make up 29% of its $462M portfolio in Q1 2025.
  • Investors Research Corp opened 57 new positions and closed 37 in Q1 2025.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $462M.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.