We are live on ! Find out more
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
PGF icon
26
Invesco Financial Preferred ETF
PGF
$667M
$4.85M 0.93%
352,719
+29,925
+9% +$426K
SCZ icon
27
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$4.64M 0.89%
59,156
-6,441
-10% -$524K
IEO icon
28
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$4.61M 0.88%
36,891
+3,887
+12% +$411K
VYMI icon
29
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$4.37M 0.83%
46,333
+4,292
+10% +$409K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$4.24M 0.81%
6,486
+7
+0.1% +$4.78K
DEM icon
31
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$4.06M 0.78%
81,745
+8,479
+12% +$420K
AAPL icon
32
Apple
AAPL
$4.5T
$3.74M 0.71%
14,725
-3,362
-19% -$875K
PSK icon
33
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$2.74M 0.52%
88,842
-1,887
-2% -$60.3K
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$23B
$2.7M 0.52%
92,991
-868
-0.9% -$26K
MDYG icon
35
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.93B
$2.32M 0.44%
24,129
-4,323
-15% -$424K
SPLV icon
36
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2M 0.38%
27,329
+1
+0% +$74
DSI icon
37
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$1.85M 0.35%
15,260
+82
+0.5% +$10.5K
SCHG icon
38
Schwab US Large-Cap Growth ETF
SCHG
$63B
$1.82M 0.35%
62,395
+2,611
+4% +$81.2K
TFC icon
39
Truist Financial
TFC
$63.4B
$1.77M 0.34%
38,527
-5,151
-12% -$255K
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$4.37T
$1.77M 0.34%
6,153
-440
-7% -$138K
VZ icon
41
Verizon
VZ
$195B
$1.75M 0.33%
34,820
-2,062
-6% -$95.6K
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.72M 0.33%
17,725
+21
+0.1% +$2.1K
MLPX icon
43
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
$1.72M 0.33%
23,177
-999
-4% -$68K
AMZN icon
44
Amazon
AMZN
$3T
$1.71M 0.33%
8,220
-503
-6% -$111K
UNM icon
45
Unum
UNM
$14.5B
$1.71M 0.33%
23,401
-300
-1% -$22.4K
SRLN icon
46
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$1.65M 0.32%
41,198
-255
-0.6% -$10.4K
SDY icon
47
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.65M 0.31%
11,291
-134
-1% -$20K
PWB icon
48
Invesco Large Cap Growth ETF
PWB
$2.39B
$1.64M 0.31%
13,003
+581
+5% +$76.9K
SEE
49
DELISTED
Sealed Air
SEE
$1.63M 0.31%
38,675
– –
CSB icon
50
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$265M
$1.63M 0.31%
26,334
-1,247
-5% -$77.2K
1
2
3 4 5

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
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
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.