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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
ARM icon
626
Arm
ARM
$290B
$4.54K ﹤0.01%
30
– –
ICF icon
627
iShares Select U.S. REIT ETF
ICF
$2.09B
$4.52K ﹤0.01%
73
– –
SCHR
628
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.48K ﹤0.01%
180
– –
SBAC icon
629
SBA Communications
SBAC
$19.4B
$4.47K ﹤0.01%
26
+7
+37% +$1.31K
UDR icon
630
UDR
UDR
$12B
$4.39K ﹤0.01%
130
– –
DWAS icon
631
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$451M
$4.33K ﹤0.01%
44
– –
ETN icon
632
Eaton
ETN
$179B
$4.29K ﹤0.01%
+12
New +$4.27K
SPSM icon
633
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$4.2K ﹤0.01%
87
– –
UHS icon
634
Universal Health Services
UHS
$10.2B
$4.12K ﹤0.01%
23
– –
PCEF icon
635
Invesco CEF Income Composite ETF
PCEF
$818M
$4.01K ﹤0.01%
213
– –
CLX icon
636
Clorox
CLX
$12.8B
$3.98K ﹤0.01%
38
– –
NLY icon
637
Annaly Capital Management
NLY
$17.4B
$3.96K ﹤0.01%
187
– –
ROK icon
638
Rockwell Automation
ROK
$50.1B
$3.95K ﹤0.01%
+11
New +$4.34K
IEF icon
639
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$3.91K ﹤0.01%
41
-60
-59% -$5.77K
REM icon
640
iShares Mortgage Real Estate ETF
REM
$543M
$3.82K ﹤0.01%
178
– –
VGLT icon
641
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.65K ﹤0.01%
66
– –
AA icon
642
Alcoa
AA
$13.5B
$3.65K ﹤0.01%
55
-3,783
-99% -$232K
MKTX icon
643
MarketAxess Holdings
MKTX
$5.72B
$3.63K ﹤0.01%
22
– –
STRZ
644
Starz Entertainment Corp
STRZ
$428M
$3.62K ﹤0.01%
315
– –
WBD icon
645
Warner Bros
WBD
$69.3B
$3.57K ﹤0.01%
130
-3,982
-97% -$111K
GEV icon
646
GE Vernova
GEV
$277B
$3.49K ﹤0.01%
+4
New +$3.12K
AMCR icon
647
Amcor
AMCR
$21.5B
$3.46K ﹤0.01%
87
– –
HAL icon
648
Halliburton
HAL
$27.7B
$3.43K ﹤0.01%
88
-2,134
-96% -$73.8K
ASTS icon
649
AST SpaceMobile
ASTS
$22.2B
$3.4K ﹤0.01%
41
+31
+310% +$2.93K
AZO icon
650
AutoZone
AZO
$49.7B
$3.38K ﹤0.01%
+1
New +$3.59K
24 25
26
27 28

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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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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.