Filed: 2/7/2025ACC: 0001062993-25-001861
📋 What this filing means
INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 943 equity positions with a total reported market value of $455.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
943
Positions
$455.18M
Total AUM (reported)
10.64M
Total Shares
Allocation by class
COM$117.01M25.7%
RUS TP200 GR ETF$16.01M3.5%
PRTFLO S&P500 GW$14.62M3.2%
S&P 100 ETF$13.84M3.0%
US LRG CAP ETF$13.82M3.0%
PORTFOLIO S&P500$13.80M3.0%
LARGE CAP ETF$13.12M2.9%
Portfolio Concentration
Top 3$44.47M9.8%
4–10$85.61M18.8%
11–25$78.85M17.3%
Rest$246.24M54.1%
Top 3 weight
9.8%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 10.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole943
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings943
Rows:
ISHARES TR
SOLEShares68.06K
TypeSH
Market value$16.01M
3.52%
Sole
0.00
Shared
0.00
None
68.06K
SPDR SER TR
SOLEShares166.38K
TypeSH
Market value$14.62M
3.21%
Sole
0.00
Shared
0.00
None
166.38K
ISHARES TR
SOLEShares47.90K
TypeSH
Market value$13.84M
3.04%
Sole
0.00
Shared
0.00
None
47.90K
SCHWAB STRATEGIC TR
SOLEShares596.34K
TypeSH
Market value$13.82M
3.04%
Sole
0.00
Shared
0.00
None
596.34K
SPDR SER TR
SOLEShares200.14K
TypeSH
Market value$13.80M
3.03%
Sole
0.00
Shared
0.00
None
200.14K
VANGUARD INDEX FDS
SOLEShares48.65K
TypeSH
Market value$13.12M
2.88%
Sole
0.00
Shared
0.00
None
48.65K
FIRST TR EXCHANGE-TRADED FD
SOLEShares136.08K
TypeSH
Market value$11.95M
2.63%
Sole
0.00
Shared
0.00
None
136.08K
VICTORY PORTFOLIOS II
SOLEShares230.03K
TypeSH
Market value$11.69M
2.57%
Sole
0.00
Shared
0.00
None
230.03K
FIDELITY COVINGTON TRUST
SOLEShares163.09K
TypeSH
Market value$10.66M
2.34%
Sole
0.00
Shared
0.00
None
163.09K
SPDR SER TR
SOLEShares147.99K
TypeSH
Market value$10.57M
2.32%
Sole
0.00
Shared
0.00
None
147.99K
ISHARES TR
SOLEShares71.85K
TypeSH
Market value$9.24M
2.03%
Sole
0.00
Shared
0.00
None
71.85K
ISHARES TR
SOLEShares105.12K
TypeSH
Market value$6.39M
1.40%
Sole
0.00
Shared
0.00
None
105.12K
VANGUARD WHITEHALL FDS
SOLEShares48.49K
TypeSH
Market value$6.19M
1.36%
Sole
0.00
Shared
0.00
None
48.49K
AMPLIFY ETF TR
SOLEShares152.09K
TypeSH
Market value$6.16M
1.35%
Sole
0.00
Shared
0.00
None
152.09K
INVESCO EXCHANGE TRADED FD T
SOLEShares280.23K
TypeSH
Market value$5.96M
1.31%
Sole
0.00
Shared
0.00
None
280.23K
SCHWAB STRATEGIC TR
SOLEShares210.52K
TypeSH
Market value$5.75M
1.26%
Sole
0.00
Shared
0.00
None
210.52K
MICROSOFT CORP
SOLEShares13.22K
TypeSH
Market value$5.57M
1.22%
Sole
0.00
Shared
0.00
None
13.22K
SELECT SECTOR SPDR TR
SOLEShares64.75K
TypeSH
Market value$5.55M
1.22%
Sole
0.00
Shared
0.00
None
64.75K
INVESCO EXCH TRADED FD TR II
SOLEShares395.86K
TypeSH
Market value$4.56M
1.00%
Sole
0.00
Shared
0.00
None
395.86K
APPLE INC
SOLEShares16.93K
TypeSH
Market value$4.24M
0.93%
Sole
0.00
Shared
0.00
None
16.93K
FIRST TR MORNINGSTAR DIVID L
SOLEShares98.75K
TypeSH
Market value$3.98M
0.87%
Sole
0.00
Shared
0.00
None
98.75K
VANGUARD SCOTTSDALE FDS
SOLEShares37.76K
TypeSH
Market value$3.90M
0.86%
Sole
0.00
Shared
0.00
None
37.76K
ISHARES TR
SOLEShares43.41K
TypeSH
Market value$3.89M
0.85%
Sole
0.00
Shared
0.00
None
43.41K
ISHARES TR
SOLEShares6.47K
TypeSH
Market value$3.81M
0.84%
Sole
0.00
Shared
0.00
None
6.47K
GLOBAL X FDS
SOLEShares90.92K
TypeSH
Market value$3.67M
0.81%
Sole
0.00
Shared
0.00
None
90.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TP200 GR ETF | 68.06K | SH | $16.01M 3.52% | 0.00 | 0.00 | 68.06K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 166.38K | SH | $14.62M 3.21% | 0.00 | 0.00 | 166.38K |
ISHARES TRSOLE | S&P 100 ETF | 47.90K | SH | $13.84M 3.04% | 0.00 | 0.00 | 47.90K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 596.34K | SH | $13.82M 3.04% | 0.00 | 0.00 | 596.34K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 200.14K | SH | $13.80M 3.03% | 0.00 | 0.00 | 200.14K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 48.65K | SH | $13.12M 2.88% | 0.00 | 0.00 | 48.65K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 136.08K | SH | $11.95M 2.63% | 0.00 | 0.00 | 136.08K |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 230.03K | SH | $11.69M 2.57% | 0.00 | 0.00 | 230.03K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 163.09K | SH | $10.66M 2.34% | 0.00 | 0.00 | 163.09K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 147.99K | SH | $10.57M 2.32% | 0.00 | 0.00 | 147.99K |
ISHARES TRSOLE | CORE S&P TTL STK | 71.85K | SH | $9.24M 2.03% | 0.00 | 0.00 | 71.85K |
ISHARES TRSOLE | EAFE SML CP ETF | 105.12K | SH | $6.39M 1.40% | 0.00 | 0.00 | 105.12K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 48.49K | SH | $6.19M 1.36% | 0.00 | 0.00 | 48.49K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 152.09K | SH | $6.16M 1.35% | 0.00 | 0.00 | 152.09K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 280.23K | SH | $5.96M 1.31% | 0.00 | 0.00 | 280.23K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 210.52K | SH | $5.75M 1.26% | 0.00 | 0.00 | 210.52K |
MICROSOFT CORPSOLE | COM | 13.22K | SH | $5.57M 1.22% | 0.00 | 0.00 | 13.22K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 64.75K | SH | $5.55M 1.22% | 0.00 | 0.00 | 64.75K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 395.86K | SH | $4.56M 1.00% | 0.00 | 0.00 | 395.86K |
APPLE INCSOLE | COM | 16.93K | SH | $4.24M 0.93% | 0.00 | 0.00 | 16.93K |
FIRST TR MORNINGSTAR DIVID LSOLE | SHS | 98.75K | SH | $3.98M 0.87% | 0.00 | 0.00 | 98.75K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 37.76K | SH | $3.90M 0.86% | 0.00 | 0.00 | 37.76K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 43.41K | SH | $3.89M 0.85% | 0.00 | 0.00 | 43.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.47K | SH | $3.81M 0.84% | 0.00 | 0.00 | 6.47K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 90.92K | SH | $3.67M 0.81% | 0.00 | 0.00 | 90.92K |
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