Filed: 4/8/2025ACC: 0001062993-25-007197
📋 What this filing means
INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 962 equity positions with a total reported market value of $461.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
962
Positions
$461.74M
Total AUM (reported)
10.95M
Total Shares
Allocation by class
COM$114.07M24.7%
RUS TP200 GR ETF$15.31M3.3%
PRTFLO S&P500 GW$14.39M3.1%
US LRG CAP ETF$14.15M3.1%
PORTFOLIO S&P500$14.14M3.1%
S&P 100 ETF$13.87M3.0%
LARGE CAP ETF$13.43M2.9%
Portfolio Concentration
Top 3$43.84M9.5%
4–10$89.66M19.4%
11–25$83.85M18.2%
Rest$244.40M52.9%
Top 3 weight
9.5%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 10.95M
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
10.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole962
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings962
Rows:
ISHARES TR
SOLEShares72.57K
TypeSH
Market value$15.31M
3.32%
Sole
0.00
Shared
0.00
None
72.57K
SPDR SER TR
SOLEShares178.99K
TypeSH
Market value$14.39M
3.12%
Sole
0.00
Shared
0.00
None
178.99K
SCHWAB STRATEGIC TR
SOLEShares640.83K
TypeSH
Market value$14.15M
3.06%
Sole
0.00
Shared
0.00
None
640.83K
SPDR SER TR
SOLEShares215K
TypeSH
Market value$14.14M
3.06%
Sole
0.00
Shared
0.00
None
215K
ISHARES TR
SOLEShares51.21K
TypeSH
Market value$13.87M
3.00%
Sole
0.00
Shared
0.00
None
51.21K
VANGUARD INDEX FDS
SOLEShares52.25K
TypeSH
Market value$13.43M
2.91%
Sole
0.00
Shared
0.00
None
52.25K
FIRST TR EXCHANGE-TRADED FD
SOLEShares147.09K
TypeSH
Market value$13.19M
2.86%
Sole
0.00
Shared
0.00
None
147.09K
VICTORY PORTFOLIOS II
SOLEShares249.39K
TypeSH
Market value$12.89M
2.79%
Sole
0.00
Shared
0.00
None
249.39K
FIDELITY COVINGTON TRUST
SOLEShares177.66K
TypeSH
Market value$12.14M
2.63%
Sole
0.00
Shared
0.00
None
177.66K
SPDR SER TR
SOLEShares147.17K
TypeSH
Market value$10.01M
2.17%
Sole
0.00
Shared
0.00
None
147.17K
ISHARES TR
SOLEShares70.02K
TypeSH
Market value$8.54M
1.85%
Sole
0.00
Shared
0.00
None
70.02K
VANGUARD WHITEHALL FDS
SOLEShares52.30K
TypeSH
Market value$6.74M
1.46%
Sole
0.00
Shared
0.00
None
52.30K
AMPLIFY ETF TR
SOLEShares165.27K
TypeSH
Market value$6.74M
1.46%
Sole
0.00
Shared
0.00
None
165.27K
INVESCO EXCHANGE TRADED FD T
SOLEShares305.73K
TypeSH
Market value$6.56M
1.42%
Sole
0.00
Shared
0.00
None
305.73K
SCHWAB STRATEGIC TR
SOLEShares229.14K
TypeSH
Market value$6.41M
1.39%
Sole
0.00
Shared
0.00
None
229.14K
ISHARES TR
SOLEShares100.23K
TypeSH
Market value$6.37M
1.38%
Sole
0.00
Shared
0.00
None
100.23K
SELECT SECTOR SPDR TR
SOLEShares64.49K
TypeSH
Market value$6.03M
1.31%
Sole
0.00
Shared
0.00
None
64.49K
INVESCO EXCH TRADED FD TR II
SOLEShares443.85K
TypeSH
Market value$4.98M
1.08%
Sole
0.00
Shared
0.00
None
443.85K
MICROSOFT CORP
SOLEShares13.13K
TypeSH
Market value$4.93M
1.07%
Sole
0.00
Shared
0.00
None
13.13K
FIRST TR MORNINGSTAR DIVID L
SOLEShares111.52K
TypeSH
Market value$4.84M
1.05%
Sole
0.00
Shared
0.00
None
111.52K
ISHARES TR
SOLEShares55.17K
TypeSH
Market value$4.47M
0.97%
Sole
0.00
Shared
0.00
None
55.17K
VANGUARD SCOTTSDALE FDS
SOLEShares47.90K
TypeSH
Market value$4.44M
0.96%
Sole
0.00
Shared
0.00
None
47.90K
GLOBAL X FDS
SOLEShares117.11K
TypeSH
Market value$4.42M
0.96%
Sole
0.00
Shared
0.00
None
117.11K
DBX ETF TR
SOLEShares100.75K
TypeSH
Market value$4.36M
0.94%
Sole
0.00
Shared
0.00
None
100.75K
APPLE INC
SOLEShares18.04K
TypeSH
Market value$4.01M
0.87%
Sole
0.00
Shared
0.00
None
18.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TP200 GR ETF | 72.57K | SH | $15.31M 3.32% | 0.00 | 0.00 | 72.57K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 178.99K | SH | $14.39M 3.12% | 0.00 | 0.00 | 178.99K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 640.83K | SH | $14.15M 3.06% | 0.00 | 0.00 | 640.83K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 215K | SH | $14.14M 3.06% | 0.00 | 0.00 | 215K |
ISHARES TRSOLE | S&P 100 ETF | 51.21K | SH | $13.87M 3.00% | 0.00 | 0.00 | 51.21K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 52.25K | SH | $13.43M 2.91% | 0.00 | 0.00 | 52.25K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 147.09K | SH | $13.19M 2.86% | 0.00 | 0.00 | 147.09K |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 249.39K | SH | $12.89M 2.79% | 0.00 | 0.00 | 249.39K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 177.66K | SH | $12.14M 2.63% | 0.00 | 0.00 | 177.66K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 147.17K | SH | $10.01M 2.17% | 0.00 | 0.00 | 147.17K |
ISHARES TRSOLE | CORE S&P TTL STK | 70.02K | SH | $8.54M 1.85% | 0.00 | 0.00 | 70.02K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 52.30K | SH | $6.74M 1.46% | 0.00 | 0.00 | 52.30K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 165.27K | SH | $6.74M 1.46% | 0.00 | 0.00 | 165.27K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 305.73K | SH | $6.56M 1.42% | 0.00 | 0.00 | 305.73K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 229.14K | SH | $6.41M 1.39% | 0.00 | 0.00 | 229.14K |
ISHARES TRSOLE | EAFE SML CP ETF | 100.23K | SH | $6.37M 1.38% | 0.00 | 0.00 | 100.23K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 64.49K | SH | $6.03M 1.31% | 0.00 | 0.00 | 64.49K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 443.85K | SH | $4.98M 1.08% | 0.00 | 0.00 | 443.85K |
MICROSOFT CORPSOLE | COM | 13.13K | SH | $4.93M 1.07% | 0.00 | 0.00 | 13.13K |
FIRST TR MORNINGSTAR DIVID LSOLE | SHS | 111.52K | SH | $4.84M 1.05% | 0.00 | 0.00 | 111.52K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 55.17K | SH | $4.47M 0.97% | 0.00 | 0.00 | 55.17K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 47.90K | SH | $4.44M 0.96% | 0.00 | 0.00 | 47.90K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 117.11K | SH | $4.42M 0.96% | 0.00 | 0.00 | 117.11K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 100.75K | SH | $4.36M 0.94% | 0.00 | 0.00 | 100.75K |
APPLE INCSOLE | COM | 18.04K | SH | $4.01M 0.87% | 0.00 | 0.00 | 18.04K |
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