Investors Research Corp
CIK 1730630 · Holdings on Mar 31, 2025 · First reported Apr 8, 2025
Top ten holdings
Q1 2025- IWY3.32%
- SPYG3.12%
- SCHX3.06%
- SPYM3.06%
- OEF3.00%
- VV2.91%
- FTCS2.86%
- VSDA2.79%
- FHLC2.63%
- SPTM2.17%
Share classes counted separately28.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FHLCWeight increased · +0.29 pp2.34% → 2.63%Shares +14.56K (+8.93%)
- FTCSWeight increased · +0.23 pp2.63% → 2.86%Shares +11.01K (+8.09%)
- VSDAWeight increased · +0.22 pp2.57% → 2.79%Shares +19.36K (+8.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $15.31M | 3.32% | 72.57K shares | 3.52% → 3.32%-0.20 pp +4.51K (+6.63%) | Added | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $14.39M | 3.12% | 178.99K shares | 3.21% → 3.12%-0.09 pp +12.61K (+7.58%) | Added | ↗▾ |
| 03 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $14.15M | 3.06% | 640.83K shares | 3.04% → 3.06%+0.02 pp +44.49K (+7.46%) | Added | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $14.14M | 3.06% | 215.00K shares | 3.03% → 3.06%+0.03 pp +14.86K (+7.43%) | Added | ↗▾ |
| 05 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $13.87M | 3.00% | 51.21K shares | 3.04% → 3.00%-0.04 pp +3.30K (+6.90%) | Added | ↗▾ |
| 06 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $13.43M | 2.91% | 52.25K shares | 2.88% → 2.91%+0.03 pp +3.60K (+7.40%) | Added | ↗▾ |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $13.19M | 2.86% | 147.09K shares | 2.63% → 2.86%+0.23 pp +11.01K (+8.09%) | Added | ↗▾ |
| 08 | VSDAVICTORYSHARES DIVIDEND ACCELVICSHS DV AC ETF View history and evidence | $12.89M | 2.79% | 249.39K shares | 2.57% → 2.79%+0.22 pp +19.36K (+8.42%) | Added | ↗▾ |
| 09 | FHLCFIDELITY MSCI HEALTH CAREMSCI HLTH CARE I View history and evidence | $12.14M | 2.63% | 177.66K shares | 2.34% → 2.63%+0.29 pp +14.56K (+8.93%) | Added | ↗▾ |
| 10 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $10.01M | 2.17% | 147.17K shares | 2.32% → 2.17%-0.15 pp -822 (-0.56%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KEL KELLANOVA | Non-derivative | -12,741 | -$1.03M | SEC filing ↗ | SEC filing ↗ |
| TPR TAPESTRY INC | Non-derivative | -8,275 | -$540.61K | SEC filing ↗ | SEC filing ↗ |
| PBI PITNEY BOWES INC | Non-derivative | -22,557 | -$163.31K | SEC filing ↗ | SEC filing ↗ |
3 / 38 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730630 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 461743685
}Research all 962 reported holdings.
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