INVESTORS RESEARCH CORP

PrivateCIK: 1730630
Location

ATLANTA, GA

851
Positions
$523.26M
Total AUM (reported)
10.59M
Total Shares

Allocation by class

TOTAL AUM$523.26M851 positions
COM$109.66M21.0%
STATE STREET SPD$59.59M11.4%
RUS TP200 GR ETF$20.54M3.9%
US LRG CAP ETF$19.18M3.7%
S&P 100 ETF$18.65M3.6%
LARGE CAP ETF$18.03M3.4%
VICSHS DV AC ETF$16.41M3.1%

Portfolio Concentration

Top 311.5%4–1021.8%11–2521.7%Rest45.0%TOP 1033.3%0%100%
Top 3$60.06M11.5%
4–10$114.32M21.8%
11–25$113.51M21.7%
Rest$235.36M45.0%

Top 3 weight

11.5%

Top 10 weight

33.3%

Voting Authority Distribution

Total shares with voting rights: 10.59M

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

10.59M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole851
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings851
Rows:

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares82.55K
TypeSH
Market value$20.54M
3.93%
Sole
0.00
Shared
0.00
None
82.55K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares207.77K
TypeSH
Market value$20.34M
3.89%
Sole
0.00
Shared
0.00
None
207.77K

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares748.05K
TypeSH
Market value$19.18M
3.67%
Sole
0.00
Shared
0.00
None
748.05K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares250.24K
TypeSH
Market value$19.15M
3.66%
Sole
0.00
Shared
0.00
None
250.24K

ISHARES TR

SOLE
S&P 100 ETF
Shares58.64K
TypeSH
Market value$18.65M
3.56%
Sole
0.00
Shared
0.00
None
58.64K

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares60.32K
TypeSH
Market value$18.03M
3.45%
Sole
0.00
Shared
0.00
None
60.32K

VICTORY PORTFOLIOS II

SOLE
VICSHS DV AC ETF
Shares301.04K
TypeSH
Market value$16.41M
3.14%
Sole
0.00
Shared
0.00
None
301.04K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares175.75K
TypeSH
Market value$16.30M
3.12%
Sole
0.00
Shared
0.00
None
175.75K

FIDELITY COVINGTON TRUST

SOLE
MSCI HLTH CARE I
Shares218.25K
TypeSH
Market value$15.36M
2.93%
Sole
0.00
Shared
0.00
None
218.25K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares131.91K
TypeSH
Market value$10.43M
1.99%
Sole
0.00
Shared
0.00
None
131.91K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares193.85K
TypeSH
Market value$9.85M
1.88%
Sole
0.00
Shared
0.00
None
193.85K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares62.36K
TypeSH
Market value$9.24M
1.76%
Sole
0.00
Shared
0.00
None
62.36K

AMPLIFY ETF TR

SOLE
CWP ENHANCED DIV
Shares198.20K
TypeSH
Market value$8.89M
1.70%
Sole
0.00
Shared
0.00
None
198.20K

ISHARES TR

SOLE
MORNINGSTAR GRWT
Shares90.85K
TypeSH
Market value$8.67M
1.66%
Sole
0.00
Shared
0.00
None
90.85K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares78.89K
TypeSH
Market value$8.65M
1.65%
Sole
0.00
Shared
0.00
None
78.89K

ISHARES TR

SOLE
CORE S&P TTL STK
Shares60.47K
TypeSH
Market value$8.61M
1.65%
Sole
0.00
Shared
0.00
None
60.47K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares280.22K
TypeSH
Market value$8.60M
1.64%
Sole
0.00
Shared
0.00
None
280.22K

INVESCO EXCHANGE TRADED FD T

SOLE
HIG YLD EQ DIV
Shares377.21K
TypeSH
Market value$8.08M
1.54%
Sole
0.00
Shared
0.00
None
377.21K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares145.48K
TypeSH
Market value$7.39M
1.41%
Sole
0.00
Shared
0.00
None
145.48K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares115.98K
TypeSH
Market value$7.10M
1.36%
Sole
0.00
Shared
0.00
None
115.98K

DBX ETF TR

SOLE
XTRACK MSCI EAFE
Shares131.77K
TypeSH
Market value$6.51M
1.24%
Sole
0.00
Shared
0.00
None
131.77K

INVESCO EXCH TRADED FD TR II

SOLE
PFD ETF
Shares578.28K
TypeSH
Market value$6.29M
1.20%
Sole
0.00
Shared
0.00
None
578.28K

ISHARES TR

SOLE
PFD AND INCM SEC
Shares174.50K
TypeSH
Market value$5.29M
1.01%
Sole
0.00
Shared
0.00
None
174.50K

ISHARES TR

SOLE
10plus YR INVST GRD
Shares104.23K
TypeSH
Market value$5.17M
0.99%
Sole
0.00
Shared
0.00
None
104.23K

VANECK ETF TRUST

SOLE
PREFERRED SECURT
Shares294.16K
TypeSH
Market value$5.16M
0.99%
Sole
0.00
Shared
0.00
None
294.16K
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