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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
IFN
751
Aberdeen India Fund
IFN
$508M
$1.25K ﹤0.01%
110
– –
TDIV icon
752
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.42B
$1.24K ﹤0.01%
13
– –
BOX icon
753
Box
BOX
$4.5B
$1.23K ﹤0.01%
+52
New +$1.31K
AVEM icon
754
Avantis Emerging Markets Equity ETF
AVEM
$26.9B
$1.21K ﹤0.01%
15
– –
DAX icon
755
Global X DAX Germany ETF
DAX
$236M
$1.2K ﹤0.01%
28
– –
APP icon
756
Applovin
APP
$105B
$1.19K ﹤0.01%
+3
New +$1.45K
HOOD icon
757
Robinhood
HOOD
$84.2B
$1.18K ﹤0.01%
+17
New +$1.49K
MPLX icon
758
MPLX
MPLX
$60.7B
$1.14K ﹤0.01%
20
– –
PLUG icon
759
Plug Power
PLUG
$3.09B
$1.13K ﹤0.01%
500
– –
QGEN icon
760
Qiagen
QGEN
$8.8B
$1.12K ﹤0.01%
+28
New +$1.32K
BIO icon
761
Bio-Rad Laboratories Class A
BIO
$9.44B
$1.11K ﹤0.01%
+4
New +$1.15K
LEA icon
762
Lear
LEA
$8.06B
$1.09K ﹤0.01%
9
– –
BIP icon
763
Brookfield Infrastructure Partners
BIP
$18.4B
$1.08K ﹤0.01%
30
– –
WEX icon
764
WEX
WEX
$6.42B
$1.07K ﹤0.01%
+7
New +$1.09K
CBT icon
765
Cabot Corp
CBT
$4.45B
$1.05K ﹤0.01%
+14
New +$1.02K
IJK icon
766
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.01K ﹤0.01%
10
– –
EQIX icon
767
Equinix
EQIX
$105B
$980 ﹤0.01%
1
– –
CL icon
768
Colgate-Palmolive
CL
$73.7B
$973 ﹤0.01%
11
– –
NIO icon
769
NIO
NIO
$11.5B
$965 ﹤0.01%
160
– –
CSTE icon
770
Caesarstone
CSTE
$103M
$963 ﹤0.01%
900
– –
CVNA icon
771
Carvana
CVNA
$77.6B
$943 ﹤0.01%
+15
New +$1.11K
FG icon
772
F&G Annuities & Life
FG
$3.51B
$937 ﹤0.01%
37
– –
BXP icon
773
Boston Properties
BXP
$10.7B
$934 ﹤0.01%
+18
New +$1.08K
FIGR
774
Figure Technology Solutions
FIGR
$6.43B
$849 ﹤0.01%
25
– –
CLS icon
775
Celestica
CLS
$42B
$845 ﹤0.01%
+3
New +$870
29 30
31
32 33

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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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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.