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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
SDVY icon
776
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$4.59K ﹤0.01%
137
– –
EWU icon
777
iShares MSCI United Kingdom ETF
EWU
$4.13B
$4.53K ﹤0.01%
121
– –
IYR icon
778
iShares US Real Estate ETF
IYR
$4.59B
$4.5K ﹤0.01%
47
– –
ORCL icon
779
Oracle
ORCL
$450B
$4.47K ﹤0.01%
32
– –
ICF icon
780
iShares Select U.S. REIT ETF
ICF
$2.11B
$4.43K ﹤0.01%
72
– –
SRVR icon
781
Pacer Data & Infrastructure Real Estate ETF
SRVR
$388M
$4.37K ﹤0.01%
149
– –
RWR icon
782
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$4.36K ﹤0.01%
44
– –
VEON icon
783
VEON
VEON
$3.93B
$4.36K ﹤0.01%
100
-100
-50% -$4.45K
AIV
784
Aimco
AIV
$378M
$4.36K ﹤0.01%
495
– –
UHS icon
785
Universal Health Services
UHS
$10.1B
$4.32K ﹤0.01%
23
– –
ELF icon
786
e.l.f. Beauty
ELF
$5.42B
$4.27K ﹤0.01%
68
– –
AMCR icon
787
Amcor
AMCR
$21.4B
$4.24K ﹤0.01%
+87
New +$4.29K
SBAC icon
788
SBA Communications
SBAC
$19.8B
$4.18K ﹤0.01%
19
– –
MKSI icon
789
MKS Inc
MKSI
$20.7B
$4.17K ﹤0.01%
52
– –
SSP icon
790
E.W. Scripps
SSP
$310M
$4.13K ﹤0.01%
1,397
– –
TTD icon
791
Trade Desk
TTD
$6.85B
$4.1K ﹤0.01%
+75
New +$6.79K
FTV icon
792
Fortive
FTV
$18.7B
$4.1K ﹤0.01%
74
– –
DCH
793
Dauch Corp
DCH
$1.6B
$4.07K ﹤0.01%
1,000
– –
FE icon
794
FirstEnergy
FE
$27.1B
$4.04K ﹤0.01%
+100
New +$3.98K
PCEF icon
795
Invesco CEF Income Composite ETF
PCEF
$822M
$4.01K ﹤0.01%
213
– –
REM icon
796
iShares Mortgage Real Estate ETF
REM
$547M
$3.97K ﹤0.01%
177
– –
TLH icon
797
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$3.94K ﹤0.01%
38
– –
SABR icon
798
Sabre
SABR
$892M
$3.93K ﹤0.01%
1,400
– –
USMV icon
799
iShares MSCI USA Min Vol Factor ETF
USMV
$24.6B
$3.84K ﹤0.01%
41
– –
MTH icon
800
Meritage Homes
MTH
$4.8B
$3.83K ﹤0.01%
54
– –
30 31
32
33 34

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
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 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.