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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
CWI icon
501
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$15.7K ﹤0.01%
430
-93
-18% -$3.51K
IYW icon
502
iShares US Technology ETF
IYW
$25.4B
$15.6K ﹤0.01%
86
– –
PFG icon
503
Principal Financial Group
PFG
$24.2B
$15.6K ﹤0.01%
173
– –
MFIN icon
504
Medallion Financial
MFIN
$256M
$15.4K ﹤0.01%
1,800
– –
RHI icon
505
Robert Half
RHI
$4.27B
$15.2K ﹤0.01%
600
– –
CATO icon
506
Cato Corp
CATO
$66.5M
$15K ﹤0.01%
5,300
– –
VGSH icon
507
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$14.9K ﹤0.01%
255
– –
DYNF icon
508
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
$14.8K ﹤0.01%
255
– –
MHK icon
509
Mohawk Industries
MHK
$9.25B
$14.8K ﹤0.01%
150
-31
-17% -$3.61K
MUB icon
510
iShares National Muni Bond ETF
MUB
$45.9B
$14.8K ﹤0.01%
139
– –
CNMD icon
511
CONMED
CNMD
$1.49B
$14.7K ﹤0.01%
415
+15
+4% +$610
HNI icon
512
HNI Corp
HNI
$3.58B
$14.6K ﹤0.01%
438
– –
DXC icon
513
DXC Technology
DXC
$1.71B
$14.6K ﹤0.01%
1,160
– –
CRWV
514
CoreWeave
CRWV
$58.9B
$14.3K ﹤0.01%
185
– –
MAGS icon
515
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.16B
$13.9K ﹤0.01%
240
– –
DBA icon
516
Invesco DB Agriculture Fund
DBA
$1.24B
$13.9K ﹤0.01%
+508
New +$13.3K
ES icon
517
Eversource Energy
ES
$26.8B
$13.8K ﹤0.01%
199
– –
JMTG
518
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
$13.6K ﹤0.01%
267
– –
ITB icon
519
iShares US Home Construction ETF
ITB
$2.35B
$13.6K ﹤0.01%
150
– –
HYG icon
520
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$13.4K ﹤0.01%
169
– –
TAK icon
521
Takeda Pharmaceutical
TAK
$55.6B
$13.4K ﹤0.01%
725
-43,794
-98% -$769K
VHT icon
522
Vanguard Health Care ETF
VHT
$19B
$13.3K ﹤0.01%
49
-50
-51% -$14.3K
AMP icon
523
Ameriprise Financial
AMP
$49.8B
$13.3K ﹤0.01%
30
– –
IAGG icon
524
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$13.1K ﹤0.01%
262
– –
NEM icon
525
Newmont
NEM
$125B
$13K ﹤0.01%
120
– –
19 20
21
22 23

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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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KF
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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.