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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 | |
|---|---|---|---|---|---|---|
151
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
| $621K | 0.12% |
7,827
-164
| -2% | -$13.7K |
|
152
Home Depot
HD
$353B
| $620K | 0.12% |
1,886
+9
| +0.5% | +$3.28K |
|
153
Prudential Financial
PRU
$42.2B
| $618K | 0.12% |
6,328
+51
| +0.8% | +$5.28K |
|
154
Bank of America
BAC
$448B
| $613K | 0.12% |
12,577
-511
| -4% | -$26.4K |
|
155
Intercontinental Exchange
ICE
$84.9B
| $609K | 0.12% |
3,875
| – | – |
|
156
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
| $606K | 0.12% |
4,182
+533
| +15% | +$77.1K |
|
157
Starbucks
SBUX
$122B
| $605K | 0.12% |
6,750
-2,350
| -26% | -$222K |
|
158
iShares S&P 500 Growth ETF
IVW
$76.9B
| $604K | 0.12% |
5,339
+651
| +14% | +$78.3K |
|
159
Invesco S&P 500 GARP ETF
SPGP
$2.31B
| $601K | 0.11% |
5,586
| – | – |
|
160
Ethan Allen Interiors
ETD
$602M
| $588K | 0.11% |
26,400
+275
| +1% | +$6.39K |
|
161
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
| $584K | 0.11% |
10,698
+1,398
| +15% | +$80.3K |
|
162
Nutrien
NTR
$32.1B
| $582K | 0.11% |
7,719
-18,449
| -71% | -$1.32M |
|
163
Eastman Chemical
EMN
$8.55B
| $574K | 0.11% |
7,517
-536
| -7% | -$38.6K |
|
164
Park Hotels & Resorts
PK
$2.89B
| $571K | 0.11% |
54,211
+1,134
| +2% | +$12.5K |
|
165
Toronto Dominion Bank
TD
$201B
| $568K | 0.11% |
6,087
-85
| -1% | -$8.08K |
|
166
iShares Russell Top 200 ETF
IWL
$2.27B
| $561K | 0.11% |
3,499
+463
| +15% | +$78K |
|
167
Molson Coors Class B
TAP
$7.83B
| $561K | 0.11% |
13,025
-300
| -2% | -$14.2K |
|
168
Campbell Soup
CPB
$6.78B
| $560K | 0.11% |
25,125
-75
| -0.3% | -$1.93K |
|
169
Carnival Corporation Ltd
CCL
$38B
| $557K | 0.11% |
21,515
-200
| -0.9% | -$5.83K |
|
170
T. Rowe Price
TROW
$24.3B
| $554K | 0.11% |
6,142
-250
| -4% | -$24.2K |
|
171
Southern Company
SO
$106B
| $553K | 0.11% |
5,730
| – | – |
|
172
Bristol-Myers Squibb
BMY
$130B
| $533K | 0.1% |
8,784
+28
| +0.3% | +$1.63K |
|
173
ASML
ASML
$691B
| $528K | 0.1% |
400
| – | – |
|
174
BP
BP
$111B
| $526K | 0.1% |
11,190
-700
| -6% | -$27.4K |
|
175
Rogers Communications
RCI
$19.1B
| $524K | 0.1% |
13,625
| – | – |
|
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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.