INVESTORS RESEARCH CORP

Filed: 10/2/2025ACC: 0001062993-25-015895

📋 What this filing means

INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 870 equity positions with a total reported market value of $540.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

870

Positions

$540.48M

Total AUM (reported)

11.16M

Total Shares

Allocation by class

COM$132.59M24.5%

RUS TP200 GR ETF$22.04M4.1%

PRTFLO S&P500 GW$20.98M3.9%

S&P 100 ETF$18.96M3.5%

US LRG CAP ETF$18.91M3.5%

PORTFOLIO S&P500$18.89M3.5%

LARGE CAP ETF$17.96M3.3%

Portfolio Concentration

Top 3$61.98M11.5%

4–10$111.84M20.7%

11–25$102.93M19.0%

Rest$263.72M48.8%

Top 3 weight

11.5%

Top 10 weight

32.2%

Voting Authority Distribution

Total shares with voting rights: 11.16M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.16M

% of voting shares100.0%

Investment Discretion (by position count)

Sole870

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings870

Rows:

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares80.54K

TypeSH

Market value$22.04M

4.08%

Sole

0.00

Shared

0.00

None

80.54K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares200.72K

TypeSH

Market value$20.98M

3.88%

Sole

0.00

Shared

0.00

None

200.72K

ISHARES TR

SOLE

S&P 100 ETF

Shares56.98K

TypeSH

Market value$18.96M

3.51%

Sole

0.00

Shared

0.00

None

56.98K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares718.01K

TypeSH

Market value$18.91M

3.50%

Sole

0.00

Shared

0.00

None

718.01K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares241.19K

TypeSH

Market value$18.89M

3.50%

Sole

0.00

Shared

0.00

None

241.19K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares58.35K

TypeSH

Market value$17.96M

3.32%

Sole

0.00

Shared

0.00

None

58.35K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares166.53K

TypeSH

Market value$15.59M

2.89%

Sole

0.00

Shared

0.00

None

166.53K

VICTORY PORTFOLIOS II

SOLE

VICSHS DV AC ETF

Shares284.36K

TypeSH

Market value$15.20M

2.81%

Sole

0.00

Shared

0.00

None

284.36K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares205.44K

TypeSH

Market value$13.74M

2.54%

Sole

0.00

Shared

0.00

None

205.44K

SPDR SERIES TRUST

SOLE

PORTFOLI S&P1500

Shares143.06K

TypeSH

Market value$11.54M

2.13%

Sole

0.00

Shared

0.00

None

143.06K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares66.92K

TypeSH

Market value$9.75M

1.80%

Sole

0.00

Shared

0.00

None

66.92K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares182.04K

TypeSH

Market value$8.11M

1.50%

Sole

0.00

Shared

0.00

None

182.04K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares57.16K

TypeSH

Market value$8.06M

1.49%

Sole

0.00

Shared

0.00

None

57.16K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares65.31K

TypeSH

Market value$7.87M

1.46%

Sole

0.00

Shared

0.00

None

65.31K

ISHARES TR

SOLE

MORNINGSTAR GRWT

Shares75.20K

TypeSH

Market value$7.84M

1.45%

Sole

0.00

Shared

0.00

None

75.20K

GLOBAL X FDS

SOLE

US INFR DEV ETF

Shares161.52K

TypeSH

Market value$7.69M

1.42%

Sole

0.00

Shared

0.00

None

161.52K

INVESCO EXCHANGE TRADED FD T

SOLE

HIG YLD EQ DIV

Shares341.51K

TypeSH

Market value$7.19M

1.33%

Sole

0.00

Shared

0.00

None

341.51K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares254.57K

TypeSH

Market value$6.95M

1.29%

Sole

0.00

Shared

0.00

None

254.57K

MICROSOFT CORP

SOLE

COM

Shares13.33K

TypeSH

Market value$6.91M

1.28%

Sole

0.00

Shared

0.00

None

13.33K

INVESCO EXCH TRADED FD TR II

SOLE

PFD ETF

Shares508.24K

TypeSH

Market value$5.90M

1.09%

Sole

0.00

Shared

0.00

None

508.24K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares128.81K

TypeSH

Market value$5.59M

1.03%

Sole

0.00

Shared

0.00

None

128.81K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares72.88K

TypeSH

Market value$5.59M

1.03%

Sole

0.00

Shared

0.00

None

72.88K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares117.98K

TypeSH

Market value$5.48M

1.01%

Sole

0.00

Shared

0.00

None

117.98K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares58.98K

TypeSH

Market value$5.27M

0.97%

Sole

0.00

Shared

0.00

None

58.98K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares149.73K

TypeSH

Market value$4.73M

0.88%

Sole

0.00

Shared

0.00

None

149.73K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	RUS TP200 GR ETF	80.54K	SH	$22.04M 4.08%	80.54K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	200.72K	SH	$20.98M 3.88%	200.72K
ISHARES TRSOLE	S&P 100 ETF	56.98K	SH	$18.96M 3.51%	56.98K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	718.01K	SH	$18.91M 3.50%	718.01K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	241.19K	SH	$18.89M 3.50%	241.19K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	58.35K	SH	$17.96M 3.32%	58.35K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	166.53K	SH	$15.59M 2.89%	166.53K
VICTORY PORTFOLIOS IISOLE	VICSHS DV AC ETF	284.36K	SH	$15.20M 2.81%	284.36K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	205.44K	SH	$13.74M 2.54%	205.44K
SPDR SERIES TRUSTSOLE	PORTFOLI S&P1500	143.06K	SH	$11.54M 2.13%	143.06K
ISHARES TRSOLE	CORE S&P TTL STK	66.92K	SH	$9.75M 1.80%	66.92K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	182.04K	SH	$8.11M 1.50%	182.04K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	57.16K	SH	$8.06M 1.49%	57.16K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	65.31K	SH	$7.87M 1.46%	65.31K
ISHARES TRSOLE	MORNINGSTAR GRWT	75.20K	SH	$7.84M 1.45%	75.20K
GLOBAL X FDSSOLE	US INFR DEV ETF	161.52K	SH	$7.69M 1.42%	161.52K
INVESCO EXCHANGE TRADED FD TSOLE	HIG YLD EQ DIV	341.51K	SH	$7.19M 1.33%	341.51K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	254.57K	SH	$6.95M 1.29%	254.57K
MICROSOFT CORPSOLE	COM	13.33K	SH	$6.91M 1.28%	13.33K
INVESCO EXCH TRADED FD TR IISOLE	PFD ETF	508.24K	SH	$5.90M 1.09%	508.24K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	128.81K	SH	$5.59M 1.03%	128.81K
ISHARES TRSOLE	EAFE SML CP ETF	72.88K	SH	$5.59M 1.03%	72.88K
DBX ETF TRSOLE	XTRACK MSCI EAFE	117.98K	SH	$5.48M 1.01%	117.98K
SELECT SECTOR SPDR TRSOLE	ENERGY	58.98K	SH	$5.27M 0.97%	58.98K
ISHARES TRSOLE	PFD AND INCM SEC	149.73K	SH	$4.73M 0.88%	149.73K

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