Filed: 7/7/2025ACC: 0001062993-25-012597
📋 What this filing means
INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 925 equity positions with a total reported market value of $510.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
925
Positions
$510.08M
Total AUM (reported)
11.31M
Total Shares
Allocation by class
COM$125.80M24.7%
RUS TP200 GR ETF$19.17M3.8%
PRTFLO S&P500 GW$18.41M3.6%
US LRG CAP ETF$16.88M3.3%
PORTFOLIO S&P500$16.82M3.3%
S&P 100 ETF$16.71M3.3%
LARGE CAP ETF$16.03M3.1%
Portfolio Concentration
Top 3$54.46M10.7%
4–10$101.35M19.9%
11–25$94.31M18.5%
Rest$259.96M51.0%
Top 3 weight
10.7%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 11.31M
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
11.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole925
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings925
Rows:
ISHARES TR
SOLEShares77.78K
TypeSH
Market value$19.17M
3.76%
Sole
0.00
Shared
0.00
None
77.78K
SPDR SER TR
SOLEShares193.13K
TypeSH
Market value$18.41M
3.61%
Sole
0.00
Shared
0.00
None
193.13K
SCHWAB STRATEGIC TR
SOLEShares690.68K
TypeSH
Market value$16.88M
3.31%
Sole
0.00
Shared
0.00
None
690.68K
SPDR SER TR
SOLEShares231.44K
TypeSH
Market value$16.82M
3.30%
Sole
0.00
Shared
0.00
None
231.44K
ISHARES TR
SOLEShares54.91K
TypeSH
Market value$16.71M
3.28%
Sole
0.00
Shared
0.00
None
54.91K
VANGUARD INDEX FDS
SOLEShares56.17K
TypeSH
Market value$16.03M
3.14%
Sole
0.00
Shared
0.00
None
56.17K
FIRST TR EXCHANGE-TRADED FD
SOLEShares159.28K
TypeSH
Market value$14.48M
2.84%
Sole
0.00
Shared
0.00
None
159.28K
VICTORY PORTFOLIOS II
SOLEShares271.47K
TypeSH
Market value$14.06M
2.76%
Sole
0.00
Shared
0.00
None
271.47K
FIDELITY COVINGTON TRUST
SOLEShares194.87K
TypeSH
Market value$12.46M
2.44%
Sole
0.00
Shared
0.00
None
194.87K
SPDR SER TR
SOLEShares144.10K
TypeSH
Market value$10.79M
2.12%
Sole
0.00
Shared
0.00
None
144.10K
ISHARES TR
SOLEShares68.11K
TypeSH
Market value$9.20M
1.80%
Sole
0.00
Shared
0.00
None
68.11K
AMPLIFY ETF TR
SOLEShares175.34K
TypeSH
Market value$7.46M
1.46%
Sole
0.00
Shared
0.00
None
175.34K
VANGUARD WHITEHALL FDS
SOLEShares55.27K
TypeSH
Market value$7.37M
1.44%
Sole
0.00
Shared
0.00
None
55.27K
INVESCO EXCHANGE TRADED FD T
SOLEShares326.85K
TypeSH
Market value$6.67M
1.31%
Sole
0.00
Shared
0.00
None
326.85K
MICROSOFT CORP
SOLEShares13.28K
TypeSH
Market value$6.61M
1.30%
Sole
0.00
Shared
0.00
None
13.28K
ISHARES TR
SOLEShares68.05K
TypeSH
Market value$6.59M
1.29%
Sole
0.00
Shared
0.00
None
68.05K
SCHWAB STRATEGIC TR
SOLEShares244.26K
TypeSH
Market value$6.47M
1.27%
Sole
0.00
Shared
0.00
None
244.26K
VANGUARD SCOTTSDALE FDS
SOLEShares59.13K
TypeSH
Market value$6.46M
1.27%
Sole
0.00
Shared
0.00
None
59.13K
GLOBAL X FDS
SOLEShares145.58K
TypeSH
Market value$6.34M
1.24%
Sole
0.00
Shared
0.00
None
145.58K
ISHARES TR
SOLEShares85.58K
TypeSH
Market value$6.22M
1.22%
Sole
0.00
Shared
0.00
None
85.58K
INVESCO EXCH TRADED FD TR II
SOLEShares481.27K
TypeSH
Market value$5.36M
1.05%
Sole
0.00
Shared
0.00
None
481.27K
SELECT SECTOR SPDR TR
SOLEShares62.66K
TypeSH
Market value$5.31M
1.04%
Sole
0.00
Shared
0.00
None
62.66K
FIRST TR MORNINGSTAR DIVID L
SOLEShares121.57K
TypeSH
Market value$5.09M
1.00%
Sole
0.00
Shared
0.00
None
121.57K
DBX ETF TR
SOLEShares111.19K
TypeSH
Market value$4.86M
0.95%
Sole
0.00
Shared
0.00
None
111.19K
ISHARES TR
SOLEShares139.91K
TypeSH
Market value$4.29M
0.84%
Sole
0.00
Shared
0.00
None
139.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TP200 GR ETF | 77.78K | SH | $19.17M 3.76% | 0.00 | 0.00 | 77.78K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 193.13K | SH | $18.41M 3.61% | 0.00 | 0.00 | 193.13K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 690.68K | SH | $16.88M 3.31% | 0.00 | 0.00 | 690.68K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 231.44K | SH | $16.82M 3.30% | 0.00 | 0.00 | 231.44K |
ISHARES TRSOLE | S&P 100 ETF | 54.91K | SH | $16.71M 3.28% | 0.00 | 0.00 | 54.91K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 56.17K | SH | $16.03M 3.14% | 0.00 | 0.00 | 56.17K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 159.28K | SH | $14.48M 2.84% | 0.00 | 0.00 | 159.28K |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 271.47K | SH | $14.06M 2.76% | 0.00 | 0.00 | 271.47K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 194.87K | SH | $12.46M 2.44% | 0.00 | 0.00 | 194.87K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 144.10K | SH | $10.79M 2.12% | 0.00 | 0.00 | 144.10K |
ISHARES TRSOLE | CORE S&P TTL STK | 68.11K | SH | $9.20M 1.80% | 0.00 | 0.00 | 68.11K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 175.34K | SH | $7.46M 1.46% | 0.00 | 0.00 | 175.34K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 55.27K | SH | $7.37M 1.44% | 0.00 | 0.00 | 55.27K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 326.85K | SH | $6.67M 1.31% | 0.00 | 0.00 | 326.85K |
MICROSOFT CORPSOLE | COM | 13.28K | SH | $6.61M 1.30% | 0.00 | 0.00 | 13.28K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 68.05K | SH | $6.59M 1.29% | 0.00 | 0.00 | 68.05K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 244.26K | SH | $6.47M 1.27% | 0.00 | 0.00 | 244.26K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 59.13K | SH | $6.46M 1.27% | 0.00 | 0.00 | 59.13K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 145.58K | SH | $6.34M 1.24% | 0.00 | 0.00 | 145.58K |
ISHARES TRSOLE | EAFE SML CP ETF | 85.58K | SH | $6.22M 1.22% | 0.00 | 0.00 | 85.58K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 481.27K | SH | $5.36M 1.05% | 0.00 | 0.00 | 481.27K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 62.66K | SH | $5.31M 1.04% | 0.00 | 0.00 | 62.66K |
FIRST TR MORNINGSTAR DIVID LSOLE | SHS | 121.57K | SH | $5.09M 1.00% | 0.00 | 0.00 | 121.57K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 111.19K | SH | $4.86M 0.95% | 0.00 | 0.00 | 111.19K |
ISHARES TRSOLE | PFD AND INCM SEC | 139.91K | SH | $4.29M 0.84% | 0.00 | 0.00 | 139.91K |
Page 1 of 37
…