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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
NVRI icon
926
Enviri
NVRI
$566M
– –
-2,100
Closed -$37.6K
NXST icon
927
Nexstar Media Group
NXST
$5.69B
– –
-497
Closed -$101K
OII icon
928
Oceaneering
OII
$5.05B
– –
-1,100
Closed -$26.4K
OIS icon
929
Oil States International
OIS
$532M
– –
-900
Closed -$6.09K
PDBC icon
930
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
– –
-3,541
Closed -$46.9K
PHIN icon
931
Phinia Inc
PHIN
$2.74B
– –
-270
Closed -$16.9K
PINS icon
932
Pinterest
PINS
$13.4B
– –
-100
Closed -$2.59K
PPL
933
PPL Corp
PPL
$26.5B
– –
-675
Closed -$23.6K
RIO icon
934
Rio Tinto
RIO
$164B
– –
-11,715
Closed -$938K
RRC icon
935
Range Resources
RRC
$9.5B
– –
-1,900
Closed -$67K
RYAM icon
936
Rayonier Advanced Materials
RYAM
$590M
– –
-1,900
Closed -$11.2K
SAN icon
937
Banco Santander
SAN
$210B
– –
-5,054
Closed -$59.3K
SMFG icon
938
Sumitomo Mitsui Financial
SMFG
$160B
– –
-48,775
Closed -$943K
SNCR
939
DELISTED
Synchronoss Technologies
SNCR
– –
-1,004
Closed -$8.59K
SNV
940
DELISTED
Synovus
SNV
– –
-685
Closed -$34.3K
SPMD icon
941
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
– –
-101
Closed -$5.85K
SYY icon
942
Sysco
SYY
$40.3B
– –
-20
Closed -$1.47K
TEF
943
DELISTED
Telefonica
TEF
– –
-2,115
Closed -$8.57K
TTE icon
944
TotalEnergies
TTE
$195B
– –
-12,692
Closed -$830K
UNFI icon
945
United Natural Foods
UNFI
$2.86B
– –
-700
Closed -$23.6K
VIV icon
946
Telefônica Brasil
VIV
$18.6B
– –
-4,412
Closed -$52.3K
VMBS icon
947
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-853
Closed -$40.2K
WYNN icon
948
Wynn Resorts
WYNN
$10.8B
– –
-200
Closed -$24.1K
XLRE icon
949
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-232
Closed -$9.36K
XP icon
950
XP
XP
$8.01B
– –
-48
Closed -$786
35 36 37
38
39

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TCM
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QL
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NCA
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MCM
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FGAM
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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.