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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
(-4.2%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$9M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.51M |
| 3 |
Blackstone
BX
|
+$1.23M |
| 4 |
Broadridge
BR
|
+$1.2M |
| 5 |
VICI Properties
VICI
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16M |
| 2 |
CF Industries
CF
|
+$2.06M |
| 3 |
US Bancorp
USB
|
+$1.84M |
| 4 |
Canadian Natural Resources
CNQ
|
+$1.78M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Enterprise Products Partners
EPD
$81.8B
| $799K | 0.15% |
21,121
-2,850
| -12% | -$101K |
|
127
Walt Disney
DIS
$179B
| $781K | 0.15% |
8,107
-405
| -5% | -$42.8K |
|
128
Albemarle
ALB
$15.3B
| $781K | 0.15% |
4,350
-740
| -15% | -$126K |
|
|
CNH
129
CNH Industrial
CNH
$17.1B
| $777K | 0.15% |
70,675
| – | – |
|
130
Global Payments
GPN
$22.7B
| $772K | 0.15% |
11,471
+215
| +2% | +$15.9K |
|
131
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
| $759K | 0.15% |
15,302
+8
| +0.1% | +$403 |
|
132
Broadcom
AVGO
$1.98T
| $758K | 0.14% |
2,448
+25
| +1% | +$8.23K |
|
133
Coca-Cola
KO
$372B
| $751K | 0.14% |
9,875
-417
| -4% | -$31.5K |
|
134
iShares Russell 2000 ETF
IWM
$81.8B
| $724K | 0.14% |
2,918
-190
| -6% | -$49K |
|
135
Advanced Micro Devices
AMD
$774B
| $718K | 0.14% |
3,528
+8
| +0.2% | +$1.71K |
|
136
ICL Group
ICL
$6.89B
| $707K | 0.14% |
137,225
| – | – |
|
137
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$138M
| $706K | 0.13% |
12,386
-1,653
| -12% | -$95.2K |
|
138
Kraft Heinz
KHC
$29.2B
| $704K | 0.13% |
31,300
+3,233
| +12% | +$76K |
|
139
First Trust US Equity Opportunities ETF
FPX
$1.49B
| $694K | 0.13% |
4,371
-903
| -17% | -$148K |
|
140
Ternium
TX
$10.7B
| $681K | 0.13% |
16,950
| – | – |
|
|
NVO
141
Novo Nordisk
NVO
$207B
| $679K | 0.13% |
+18,475
| New | +$875K |
|
142
Honda
HMC
$41.1B
| $675K | 0.13% |
27,783
-200
| -0.7% | -$5.79K |
|
143
State Street SPDR S&P 500 ETF Trust
SPY
$807B
| $667K | 0.13% |
1,025
-18
| -2% | -$12.2K |
|
144
Shell
SHEL
$250B
| $666K | 0.13% |
7,163
-2,944
| -29% | -$238K |
|
145
Polaris
PII
$3.99B
| $664K | 0.13% |
12,182
+120
| +1% | +$7.52K |
|
146
iShares Select Dividend ETF
DVY
$23.7B
| $650K | 0.12% |
4,296
-38
| -0.9% | -$5.74K |
|
147
Ambev
ABEV
$43.9B
| $645K | 0.12% |
220,775
| – | – |
|
148
Comcast
CMCSA
$91B
| $628K | 0.12% |
21,866
-1,459
| -6% | -$43.7K |
|
149
KKR & Co
KKR
$99.6B
| $622K | 0.12% |
+6,725
| New | +$709K |
|
150
Nike
NKE
$61.3B
| $622K | 0.12% |
11,773
+2,446
| +26% | +$148K |
|
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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.