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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 | |
|---|---|---|---|---|---|---|
201
Alibaba
BABA
$306B
| $391K | 0.07% |
3,119
-90
| -3% | -$13.5K |
|
202
Teva Pharmaceuticals
TEVA
$42.5B
| $391K | 0.07% |
12,974
-300
| -2% | -$9.65K |
|
203
G-III Apparel Group
GIII
$1.44B
| $389K | 0.07% |
14,050
| – | – |
|
204
Fidelity National Information Services
FIS
$22.1B
| $379K | 0.07% |
8,081
-440
| -5% | -$23.7K |
|
205
Whirlpool
WHR
$2.84B
| $375K | 0.07% |
6,950
+175
| +3% | +$12.8K |
|
206
Capri Holdings
CPRI
$1.77B
| $373K | 0.07% |
21,169
-250
| -1% | -$5.29K |
|
207
Vodafone
VOD
$36.7B
| $372K | 0.07% |
24,785
-299
| -1% | -$4.37K |
|
208
VF Corp
VFC
$5.81B
| $368K | 0.07% |
21,660
-825
| -4% | -$15.6K |
|
209
IQVIA
IQV
$40.1B
| $364K | 0.07% |
2,136
| – | – |
|
210
Salesforce
CRM
$162B
| $358K | 0.07% |
1,920
| – | – |
|
211
S&P Global
SPGI
$120B
| $345K | 0.07% |
812
+775
| +2,095% | +$360K |
|
212
Biogen
BIIB
$30.1B
| $339K | 0.06% |
1,850
| – | – |
|
213
Lincoln National
LNC
$8.51B
| $337K | 0.06% |
9,507
-700
| -7% | -$26.9K |
|
214
Chevron
CVX
$386B
| $329K | 0.06% |
1,590
-374
| -19% | -$68.2K |
|
215
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
| $328K | 0.06% |
7,507
-11,250
| -60% | -$468K |
|
216
UnitedHealth
UNH
$365B
| $326K | 0.06% |
1,203
+23
| +2% | +$6.85K |
|
217
UBS Group
UBS
$176B
| $314K | 0.06% |
8,036
| – | – |
|
218
Signet Jewelers
SIG
$3.68B
| $313K | 0.06% |
3,700
| – | – |
|
|
219
Intel
INTC
$493B
| $312K | 0.06% |
7,060
-32,937
| -82% | -$1.51M |
|
|
GTLS
220
DELISTED
Chart Industries
GTLS
| $305K | 0.06% |
1,475
| – | – |
|
221
PBF Energy
PBF
$8.22B
| $295K | 0.06% |
6,200
| – | – |
|
|
FITB
222
Fifth Third Bancorp
FITB
$52.2B
| $287K | 0.05% |
6,174
| – | – |
|
223
Advance Auto Parts
AAP
$3.19B
| $286K | 0.05% |
5,425
-200
| -4% | -$10K |
|
224
Nasdaq
NDAQ
$53.1B
| $280K | 0.05% |
3,300
| – | – |
|
225
Reaves Utility Income Fund
UTG
$3.63B
| $278K | 0.05% |
7,077
| – | – |
|
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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.