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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
TOL icon
526
Toll Brothers
TOL
$13.9B
$12.7K ﹤0.01%
93
– –
SOUN icon
527
SoundHound AI
SOUN
$3.29B
$12.5K ﹤0.01%
1,822
– –
EG icon
528
Everest Group
EG
$13.9B
$12.4K ﹤0.01%
38
– –
IVOL icon
529
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
$12K ﹤0.01%
642
– –
AVY icon
530
Avery Dennison
AVY
$13.7B
$11.9K ﹤0.01%
69
– –
ACWV icon
531
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$11.8K ﹤0.01%
99
-110
-53% -$13.3K
MG icon
532
Mistras Group
MG
$556M
$11.8K ﹤0.01%
800
– –
TLH icon
533
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$11.8K ﹤0.01%
117
– –
SABA
534
Saba Capital Income & Opportunities Fund II
SABA
$222M
$11.1K ﹤0.01%
1,335
– –
YUM icon
535
Yum! Brands
YUM
$41B
$11K ﹤0.01%
71
– –
NUS icon
536
Nu Skin
NUS
$236M
$11K ﹤0.01%
1,515
– –
HNDL icon
537
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$11K ﹤0.01%
503
– –
EWZ icon
538
iShares MSCI Brazil ETF
EWZ
$8.57B
$10.7K ﹤0.01%
+278
New +$10.2K
EPC icon
539
Edgewell Personal Care
EPC
$1.32B
$10.7K ﹤0.01%
500
– –
IWP icon
540
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$10.4K ﹤0.01%
81
– –
MATW icon
541
Matthews International
MATW
$725M
$10.3K ﹤0.01%
400
– –
UCB
542
United Community Banks
UCB
$4.39B
$10.3K ﹤0.01%
327
+20
+7% +$658
ECH icon
543
iShares MSCI Chile ETF
ECH
$1.03B
$10.1K ﹤0.01%
+255
New +$10.9K
PAAS icon
544
Pan American Silver
PAAS
$22.1B
$9.89K ﹤0.01%
181
-218
-55% -$12.6K
LCUT icon
545
Lifetime Brands
LCUT
$219M
$9.76K ﹤0.01%
1,700
– –
BA icon
546
Boeing
BA
$183B
$9.75K ﹤0.01%
49
– –
AAL icon
547
American Airlines Group
AAL
$9.88B
$9.57K ﹤0.01%
891
– –
AMCX icon
548
AMC Global Media
AMCX
$485M
$9.51K ﹤0.01%
1,400
– –
SAP icon
549
SAP
SAP
$236B
$9.42K ﹤0.01%
55
– –
FPXI icon
550
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$300M
$9.26K ﹤0.01%
150
– –
20 21
22
23 24

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 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.