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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+6.69%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
Telefônica Brasil
VIV
+$735K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$19.2M 3.76%
77,781
+5,214
+7% +$1.16M
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$18.4M 3.61%
193,132
+14,147
+8% +$1.21M
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$70.3B
$16.9M 3.31%
690,681
+49,851
+8% +$1.13M
SPYM
4
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$16.8M 3.3%
231,439
+16,437
+8% +$1.11M
OEF icon
5
iShares S&P 100 ETF
OEF
$19.5B
$16.7M 3.28%
54,909
+3,703
+7% +$1.03M
VV icon
6
Vanguard Large-Cap ETF
VV
$51.2B
$16M 3.14%
56,172
+3,921
+8% +$1.03M
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$8.05B
$14.5M 2.84%
159,277
+12,188
+8% +$1.09M
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$249M
$14.1M 2.76%
271,473
+22,085
+9% +$1.11M
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
$12.5M 2.44%
194,871
+17,212
+10% +$1.1M
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$10.8M 2.12%
144,102
-3,070
-2% -$213K
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$9.2M 1.8%
68,115
-1,904
-3% -$238K
DIVO icon
12
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.45B
$7.46M 1.46%
175,339
+10,065
+6% +$409K
VYM icon
13
Vanguard High Dividend Yield ETF
VYM
$80.8B
$7.37M 1.44%
55,271
+2,969
+6% +$376K
PEY icon
14
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$6.67M 1.31%
326,848
+21,121
+7% +$425K
MSFT icon
15
Microsoft
MSFT
$2.9T
$6.61M 1.3%
13,280
+146
+1% +$63.4K
ILCG icon
16
iShares Morningstar Growth ETF
ILCG
$3B
$6.59M 1.29%
68,045
+12,875
+23% +$1.12M
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$104B
$6.47M 1.27%
244,259
+15,122
+7% +$395K
VONG icon
18
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
$6.46M 1.27%
59,127
+11,227
+23% +$1.11M
PAVE icon
19
Global X US Infrastructure Development ETF
PAVE
$13.5B
$6.34M 1.24%
145,576
+28,466
+24% +$1.14M
SCZ icon
20
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$6.22M 1.22%
85,576
-14,655
-15% -$992K
PGX icon
21
Invesco Preferred ETF
PGX
$3.79B
$5.36M 1.05%
481,270
+37,418
+8% +$412K
XLE icon
22
State Street Energy Select Sector SPDR ETF
XLE
$39B
$5.31M 1.04%
125,320
-3,660
-3% -$152K
FDL icon
23
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.89B
$5.09M 1%
121,570
+10,046
+9% +$415K
DBEF icon
24
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.1B
$4.86M 0.95%
111,187
+10,442
+10% +$453K
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$13.1B
$4.29M 0.84%
139,908
+13,607
+11% +$410K
1
2 3 4 5

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CFP
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SHIM
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TCM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
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OPWM
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Investors Research Corp's Q2 2025 Portfolio in Review

As of Q2 2025, Investors Research Corp held 984 positions worth $510M, up 10% from $462M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Investors Research Corp deployed $20.8M of net new capital in Q2 2025, opening 22 new positions and adding to 123 existing holdings. Its largest new stake was Microchip Technology: 25,552 shares worth $1.8M.

By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was WisdomTree International SmallCap Dividend Fund, an estimated $1.23M trimmed.

  • Investors Research Corp's largest Q2 2025 buy was Microchip Technology: 25,552 shares worth $1.8M.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025, an estimated $1.21M increase.
  • Investors Research Corp's biggest Q2 2025 reduction was WisdomTree International SmallCap Dividend Fund, cutting an estimated $1.23M.
  • Investors Research Corp fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $516K.
  • Investors Research Corp's ten largest holdings make up 31% of its $510M portfolio in Q2 2025.
  • Investors Research Corp opened 22 new positions and closed 59 in Q2 2025.
  • Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $510M.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.