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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
FMS icon
801
Fresenius Medical Care
FMS
$12.6B
$474 ﹤0.01%
21
– –
DASH icon
802
DoorDash
DASH
$91.7B
$450 ﹤0.01%
+3
New +$554
PENN icon
803
PENN Entertainment
PENN
$2.52B
$436 ﹤0.01%
+29
New +$403
HAUZ icon
804
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$429 ﹤0.01%
19
– –
ENR icon
805
Energizer
ENR
$1.52B
$427 ﹤0.01%
26
– –
BOTZ icon
806
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.61B
$405 ﹤0.01%
12
– –
DPZ icon
807
Domino's
DPZ
$11.7B
$391 ﹤0.01%
1
– –
NSP icon
808
Insperity
NSP
$1.89B
$379 ﹤0.01%
+14
New +$450
INDI icon
809
indie Semiconductor
INDI
$847M
$322 ﹤0.01%
100
– –
SNOW icon
810
Snowflake
SNOW
$117B
$302 ﹤0.01%
+2
New +$370
VST icon
811
Vistra
VST
$49.5B
$301 ﹤0.01%
+2
New +$324
ATNM icon
812
Actinium Pharmaceuticals
ATNM
$24.9M
$299 ﹤0.01%
300
– –
HIMS icon
813
Hims & Hers Health
HIMS
$6.93B
$291 ﹤0.01%
+14
New +$331
MFA
814
MFA Financial
MFA
$931M
$220 ﹤0.01%
23
– –
CZR icon
815
Caesars Entertainment
CZR
$6.04B
$211 ﹤0.01%
8
– –
UP icon
816
Wheels Up
UP
$195M
$209 ﹤0.01%
20
– –
PARA
817
Banzai International
PARA
$5.57M
$190 ﹤0.01%
+10
New +$240
NTNX icon
818
Nutanix
NTNX
$17.2B
$190 ﹤0.01%
5
– –
GRAB icon
819
Grab
GRAB
$15.1B
$183 ﹤0.01%
50
– –
TLRY icon
820
Tilray
TLRY
$639M
$181 ﹤0.01%
28
– –
CRML icon
821
Critical Metals Corp
CRML
$986M
$159 ﹤0.01%
+20
New +$230
BNED icon
822
Barnes & Noble Education
BNED
$427M
$132 ﹤0.01%
15
– –
INVZ icon
823
Innoviz Technologies
INVZ
$114M
$127 ﹤0.01%
200
– –
BBBY
824
Bed Bath & Beyond
BBBY
$404M
$125 ﹤0.01%
27
– –
MBLY icon
825
Mobileye
MBLY
$7.52B
$103 ﹤0.01%
+15
New +$136
31 32
33
34 35

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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TC
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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.