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Investors Research Corp Portfolio holdings
AUM
$569M
Turnover
11.47%
1-Year Est. Return
15.41%
This Fund
S&P 500
This Quarter Est. Return
+1.74%
1 Year Est. Return
+15.41%
3 Year Est. Return
+62.1%
5 Year Est. Return
+68.62%
10 Year Est. Return
–
AUM
$569M
AUM Growth
+$10.2M
(+1.8%)
Cap. Flow
+$5.61M
Cap. Flow % of AUM
Cap. Flow %
0.99%
Top 10 Holdings %
Top 10 Hldgs %
36.52%
Holding
846
New
41
Increased
88
Reduced
261
Closed
56
Avg Time Held
4.6
years
Top 10 Avg Time Held
4
years
Top 20 Avg Time Held
3.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$2.11M |
| 2 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.1M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.08M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.05M |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$2.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$3M |
| 2 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$1.05M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$985K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$795K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$620K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 74.9% |
| 2 | Technology | 4.5% |
| 3 | Financials | 3.92% |
| 4 | Consumer Discretionary | 2.94% |
| 5 | Healthcare | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Schwab US Large- Cap ETF
SCHX
$73.6B
| $25.5M | 4.49% |
851,421
+70,477
| +9% | +$2.11M |
2019 Q1
30 quarters
|
|
|
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$181B
| $25.5M | 4.48% |
284,296
+23,455
| +9% | +$2.1M |
2020 Q3
24 quarters
|
|
3
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
| $25.2M | 4.42% |
204,395
-1,218
| -0.6% | -$146K |
2019 Q2
29 quarters
|
|
|
4
Vanguard Morningstar Large-Cap ETF
VV
$53.9B
| $24.2M | 4.25% |
68,738
+5,812
| +9% | +$2.03M |
2020 Q3
24 quarters
|
|
5
iShares Russell Top 200 Growth ETF
IWY
$15.8B
| $24M | 4.22% |
81,409
-284
| -0.3% | -$81.3K |
2019 Q3
28 quarters
|
|
6
iShares S&P 100 ETF
OEF
$20.2B
| $22.1M | 3.89% |
57,947
-49
| -0.1% | -$18.4K |
2020 Q3
24 quarters
|
|
7
VictoryShares Dividend Accelerator ETF
VSDA
$223M
| $16.6M | 2.92% |
296,060
-1,880
| -0.6% | -$111K |
2020 Q3
24 quarters
|
|
|
8
Fidelity MSCI Health Care Index ETF
FHLC
$3.82B
| $16.6M | 2.92% |
203,231
-12,908
| -6% | -$1.05M |
2020 Q3
24 quarters
|
|
9
First Trust Capital Strength ETF
FTCS
$7.85B
| $16.3M | 2.87% |
174,028
-94
| -0.1% | -$9.24K |
2026 Q2
1 quarter
|
|
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
| $11.7M | 2.06% |
127,175
-847
| -0.7% | -$78K |
2019 Q2
29 quarters
|
|
11
iShares Morningstar Growth ETF
ILCG
$3.04B
| $10.7M | 1.88% |
91,256
-53
| -0.1% | -$6.1K |
2023 Q3
12 quarters
|
|
12
Vanguard High Dividend Yield ETF
VYM
$82.2B
| $10.3M | 1.8% |
66,088
+2,211
| +3% | +$359K |
2019 Q2
29 quarters
|
|
13
Vanguard Russell 1000 Growth ETF
VONG
$45B
| $10.2M | 1.79% |
79,143
-221
| -0.3% | -$27.8K |
2023 Q1
14 quarters
|
|
14
Global X US Infrastructure Development ETF
PAVE
$13.3B
| $10.2M | 1.79% |
194,249
-63
| -0% | -$3.52K |
2023 Q3
12 quarters
|
|
15
Schwab US Dividend Equity ETF
SCHD
$118B
| $9.8M | 1.73% |
302,624
+12,262
| +4% | +$413K |
2020 Q3
24 quarters
|
|
16
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.95B
| $9.8M | 1.72% |
210,864
+7,202
| +4% | +$342K |
2019 Q2
29 quarters
|
|
17
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
| $9.24M | 1.62% |
404,850
+15,117
| +4% | +$367K |
2019 Q2
29 quarters
|
|
18
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
| $7.99M | 1.41% |
145,488
+7,912
| +6% | +$437K |
2018 Q1
34 quarters
|
|
19
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.2B
| $7.87M | 1.38% |
160,279
+8,310
| +5% | +$428K |
2020 Q3
24 quarters
|
|
20
State Street Energy Select Sector SPDR ETF
XLE
$45.4B
| $6.82M | 1.2% |
110,858
-1,758
| -2% | -$107K |
2020 Q2
25 quarters
|
|
|
21
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
| $6.72M | 1.18% |
40,390
-18,030
| -31% | -$3M |
2019 Q2
29 quarters
|
|
22
Microsoft
MSFT
$3.89T
| $6.71M | 1.18% |
13,088
-353
| -3% | -$163K |
2017 Q4
35 quarters
|
|
23
Invesco Preferred ETF
PGX
$3.56B
| $6.54M | 1.15% |
649,529
+40,452
| +7% | +$429K |
2020 Q3
24 quarters
|
|
24
VanEck Preferred Securities ex Financials ETF
PFXF
$2.25B
| $5.92M | 1.04% |
337,664
+24,278
| +8% | +$432K |
2022 Q1
18 quarters
|
|
25
iShares Preferred and Income Securities ETF
PFF
$11.9B
| $5.89M | 1.04% |
199,788
+14,085
| +8% | +$427K |
2019 Q4
27 quarters
|
|
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Investors Research Corp's Q3 2026 Portfolio in Review
As of Q3 2026, Investors Research Corp held 846 positions worth $569M, up 1.8% from $559M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Investors Research Corp's Q3 2026 filing shows 41 new, 88 increased, 261 reduced and 56 closed positions. Its largest new stake was CME Group: 2,550 shares worth $668K. The largest sale was iShares Core S&P Total US Stock Market ETF, an estimated $3M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, up from 74% a quarter earlier, followed by Technology and Financials.
- Investors Research Corp's largest Q3 2026 buy was CME Group: 2,550 shares worth $668K.
- Investors Research Corp added most to Schwab US Large- Cap ETF in Q3 2026, an estimated $2.11M increase.
- Investors Research Corp's biggest Q3 2026 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $3M.
- Investors Research Corp fully exited Leggett & Platt in Q3 2026, selling an estimated $313K.
- Investors Research Corp's ten largest holdings make up 37% of its $569M portfolio in Q3 2026.
- Investors Research Corp opened 41 new positions and closed 56 in Q3 2026.
- Investors Research Corp's portfolio value rose 1.8% quarter-over-quarter to $569M.
Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.