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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
NEXA icon
651
Nexa Resources
NEXA
$1.9B
$12.4K ﹤0.01%
2,000
– –
ES icon
652
Eversource Energy
ES
$27.2B
$12.4K ﹤0.01%
199
– –
AVY icon
653
Avery Dennison
AVY
$13.6B
$12.3K ﹤0.01%
+69
New +$12.7K
AMGN icon
654
Amgen
AMGN
$226B
$12.2K ﹤0.01%
+39
New +$11.5K
AVEM icon
655
Avantis Emerging Markets Equity ETF
AVEM
$27B
$12K ﹤0.01%
200
– –
IVOL icon
656
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$271M
$12K ﹤0.01%
642
– –
FV icon
657
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$11.9K ﹤0.01%
217
– –
VGK icon
658
Vanguard FTSE Europe ETF
VGK
$31.1B
$11.7K ﹤0.01%
166
– –
SABA
659
Saba Capital Income & Opportunities Fund II
SABA
$221M
$11.6K ﹤0.01%
1,335
– –
CMP icon
660
Compass Minerals
CMP
$1.1B
$11.3K ﹤0.01%
1,214
– –
BAH icon
661
Booz Allen Hamilton
BAH
$9.43B
$11.1K ﹤0.01%
+106
New +$12.8K
MAGS icon
662
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.2B
$11K ﹤0.01%
240
– –
NUS icon
663
Nu Skin
NUS
$236M
$11K ﹤0.01%
1,515
– –
MRSH
664
Marsh
MRSH
$90B
$11K ﹤0.01%
+45
New +$10.2K
FVC icon
665
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
$11K ﹤0.01%
312
– –
SNCR
666
DELISTED
Synchronoss Technologies
SNCR
$10.9K ﹤0.01%
1,004
– –
RYAM icon
667
Rayonier Advanced Materials
RYAM
$570M
$10.9K ﹤0.01%
1,900
– –
DG icon
668
Dollar General
DG
$26.9B
$10.9K ﹤0.01%
124
– –
VGT icon
669
Vanguard Information Technology ETF
VGT
$151B
$10.8K ﹤0.01%
160
– –
PDBC icon
670
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$10.8K ﹤0.01%
791
– –
FNDE icon
671
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
$10.7K ﹤0.01%
349
– –
ADI icon
672
Analog Devices
ADI
$186B
$10.7K ﹤0.01%
+53
New +$11.5K
SCHE icon
673
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$10.6K ﹤0.01%
385
-320
-45% -$8.76K
HNDL icon
674
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$10.6K ﹤0.01%
503
– –
FTRI icon
675
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$130M
$10.6K ﹤0.01%
800
– –
25 26
27
28 29

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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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TCP
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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.