Investors Research Corp Holdings & Portfolio - 13F Filings Analysis - Stocknear

Investors Research Corp

CIK Number: 0001730630

510.08M
Market Value
936
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IWY iShares Russell...
261.36
+0.58% 72.57K +6.63% 15.31M 159 3.32% Share
2 SPYG SPDR Portfolio ...
100.63
+0.53% 178.99K +7.58% 14.39M 62.64 3.12% Share
3 SCHX Schwab U.S. Lar...
25.71
+0.33% 640.83K +7.46% 14.15M 16.82 3.06% Share
4 SPLG SPDR Portfolio ...
76.35
+0.34% 215K +7.43% 14.14M 52.74 3.06% Share
5 OEF iShares S&P 100...
322.18
+0.29% 51.21K +6.90% 13.87M 208.3 3.00% Share
6 VV Vanguard Large ...
299.67
+0.38% 52.25K +7.40% 13.43M 206.9 2.91% Share
7 FTCS First Trust Cap...
92.75
-0.26% 147.09K +8.09% 13.19M 77.68 2.86% Share
8 VSDA VictoryShares D...
53.99
-0.92% 249.39K +8.42% 12.89M 44.41 2.79% Share
9 FHLC Fidelity MSCI H...
65.25
-0.47% 177.66K +8.93% 12.14M 64.2 2.63% Share
10 SPTM SPDR Portfolio ...
78.72
+0.30% 147.17K -0.56% 10.01M 48.63 2.17% Share
11 ITOT iShares Core S&...
142.19
+0.39% 70.02K -2.55% 8.54M 92.76 1.85% Share
12 VYM Vanguard High D...
139.24
+0.10% 52.3K +7.85% 6.74M 107.46 1.46% Share
13 DIVO Amplify CWP Enh...
43.63
-0.43% 165.27K +8.67% 6.74M 34.78 1.46% Share
14 PEY Invesco High Yi...
21.35
-0.79% 305.73K +9.10% 6.56M 19.28 1.42% Share
15 SCHD Schwab U.S. Div...
27.82
-0.2% 229.14K +8.84% 6.41M 24.74 1.39% Share
16 SCZ iShares MSCI EA...
75.88
+0.18% 100.23K -4.65% 6.37M 63.47 1.38% Share
17 XLE Energy Select S...
89.89
+0.75% 64.49K -0.41% 6.03M 52.76 1.31% Share
18 PGX Invesco Preferr...
11.50
-0.02% 443.85K +12.12% 4.98M 13.07 1.08% Share
19 MSFT Microsoft Corpo...
509.64
+0.57% 13.13K -0.64% 4.93M 110.28 1.07% Share
20 FDL First Trust Mor...
44.24
-0.42% 111.52K +12.94% 4.84M 35.31 1.05% Share
21 ILCG iShares Morning...
101.51
+0.51% 55.17K +27.08% 4.47M 79.97 0.97% Share
22 VONG Vanguard Russel...
116.00
+0.62% 47.9K +26.85% 4.44M 91.89 0.96% Share
23 PAVE Global X U.S. I...
46.92
+0.14% 117.11K +28.80% 4.42M 38.17 0.96% Share
24 DBEF Xtrackers MSCI ...
45.71
+0.09% 100.75K +13.86% 4.36M 37.93 0.94% Share
25 AAPL Apple Inc.
232.56
+0.90% 18.04K +6.58% 4.01M 84.12 0.87% Share
26 PFF iShares Preferr...
31.62
-0.03% 126.3K +16.09% 3.88M 33.16 0.84% Share
27 IGLB iShares 10+ Yea...
50.45
+0.31% 75.94K +15.94% 3.81M 54.27 0.83% Share
28 IVV iShares Core S&...
652.11
+0.36% 6.47K 0.00% 3.63M 299.51 0.79% Share
29 PGF Invesco Financi...
14.50
+0.07% 245.79K +18.22% 3.51M 15.02 0.76% Share
30 PFXF VanEck Preferre...
17.80
-0.36% 208.6K +18.26% 3.5M 17.71 0.76% Share
31 PSK SPDR ICE Prefer...
32.70
+0.05% 94.49K +0.01% 3.06M 35.5 0.66% Share
32 MDYG SPDR S&P 400 Mi...
91.55
+0.60% 29.47K -0.45% 2.34M 50.69 0.51% Share
33 SPLV Invesco S&P 500...
73.21
-0.69% 30.57K -0.64% 2.28M 62 0.49% Share
34 SCHA Schwab U.S. Sma...
27.46
+0.29% 95.71K -0.44% 2.24M 16.3 0.49% Share
35 CSB VictoryShares U...
59.57
-0.5% 38.58K -4.78% 2.21M 47.45 0.48% Share
36 CWB SPDR Bloomberg ...
86.45
+0.43% 28.28K -0.63% 2.17M 68.05 0.47% Share
37 VYMI Vanguard Intern...
84.35
+0.32% 28.9K +34.42% 2.13M 70.21 0.46% Share
38 CF CF Industries H...
87.25
+1.04% 26.99K 0.00% 2.11M 43.04 0.46% Share
39 DEM WisdomTree Emer...
46.42
+0.69% 48.9K +36.26% 2.06M 41.98 0.45% Share
40 UNM Unum Group
69.31
-0.33% 24.38K 0.00% 1.99M 18.4 0.43% Share
41 SW Smurfit Westroc...
46.39
+1.60% 44K 0.00% 1.98M 49.42 0.43% Share
42 IEO iShares U.S. Oi...
93.49
+1.02% 20.81K +37.55% 1.97M 95.02 0.43% Share
43 IWB iShares Russell...
356.79
+0.37% 6.15K -2.24% 1.89M 221.33 0.41% Share
44 TFC Truist Financia...
46.81
+0.06% 43.38K +0.48% 1.79M 47.18 0.39% Share
45 IP International P...
48.95
+1.20% 33.44K 0.00% 1.78M 40.32 0.39% Share
46 RWK Invesco S&P Mid...
126.13
-0.28% 16.27K -9.13% 1.76M 55.11 0.38% Share
47 SRLN SPDR Blackstone...
41.59
+0.01% 42.28K -0.05% 1.74M 45.7 0.38% Share
48 VZ Verizon Communi...
43.94
-0.74% 37.79K +16.57% 1.71M 42.94 0.37% Share
49 RPG Invesco S&P 500...
47.46
+0.96% 43.66K -0.69% 1.67M 29.62 0.36% Share
50 AMZN Amazon.com, Inc...
231.60
+1.08% 8.68K +8.03% 1.65M 134.57 0.36% Share
51 SDY SPDR S&P Divide...
141.01
-0.62% 12.09K -0.02% 1.64M 118.97 0.36% Share
52 MLPX Global X MLP & ...
61.20
+0.64% 25.47K -0.38% 1.62M 24.88 0.35% Share
53 CCI Crown Castle In...
97.76
-2.39% 14.83K +3.41K% 1.55M 105.56 0.33% Share
54 IWR iShares Russell...
96.29
+0.16% 18.17K +1.00% 1.55M 56.1 0.33% Share
55 DSI iShares MSCI KL...
122.27
+0.10% 15.06K +0.52% 1.54M 55.43 0.33% Share
56 USB U.S. Bancorp
48.68
-0.16% 35.05K +0.81% 1.48M 35.98 0.32% Share
57 DLS WisdomTree Inte...
79.17
+0.16% 22.34K -1.95% 1.47M 60.2 0.32% Share
58 LGOV First Trust Lon...
21.52
+0.30% 66.95K +0.04% 1.44M 28.08 0.31% Share
59 PFFD Global X U.S. P...
19.45
-0.05% 75.31K -0.13% 1.43M 20.41 0.31% Share
60 WTRG Essential Utili...
39.67
-0.41% 35.35K +100.00% 1.4M 39.53 0.30% Share
61 CVS CVS Health Corp...
72.16
+0.31% 20.54K +2.11% 1.39M 66.39 0.30% Share
62 FTSL First Trust Sen...
45.92
-0.02% 30.29K -0.36% 1.38M 44.1 0.30% Share
63 CNQ Canadian Natura...
31.50
+0.66% 44.55K +148.19% 1.37M 25.49 0.30% Share
64 BLK BlackRock, Inc.
1129.93
-0.15% 1.43K +1.06% 1.35M 1024.28 0.29% Share
65 CDL VictoryShares U...
68.96
-0.68% 19.45K -0.77% 1.33M 40.28 0.29% Share
66 SCHG Schwab U.S. Lar...
30.87
+0.68% 53.19K +6.25% 1.33M 18.09 0.29% Share
67 NTR Nutrien Ltd.
58.78
+1.05% 26.29K -0.83% 1.31M 47.67 0.28% Share
68 TD The Toronto-Dom...
72.87
-4.29% 21.04K 0.00% 1.26M 53.66 0.27% Share
69 AES The AES Corpora...
13.49
+1.01% 101.1K +100.00% 1.26M 12.42 0.27% Share
70 APD Air Products an...
294.83
+0.08% 4.25K 0.00% 1.25M 249.49 0.27% Share
71 HII Huntington Inga...
275.29
-0.4% 6.08K +7.05% 1.24M 189.96 0.27% Share
72 VWOB Vanguard Emergi...
66.34
+0.53% 19.18K 0.00% 1.23M 79.73 0.27% Share
73 UPS United Parcel S...
87.24
-0.71% 11.18K +3.10% 1.23M 115.4 0.27% Share
74 MMM 3M Company
157.57
+0.66% 8.34K -18.17% 1.22M 110 0.27% Share
75 MDT Medtronic plc
91.98
-0.08% 13.63K +5.42% 1.22M 98.06 0.27% Share
76 T AT&T Inc.
28.95
-0.36% 42.52K -34.52% 1.2M 19.17 0.26% Share
77 O Realty Income C...
58.14
-0.7% 20.62K +0.80% 1.2M 51.19 0.26% Share
78 TU TELUS Corporati...
16.45
-0.39% 81.86K +21.62% 1.17M 14.99 0.25% Share
79 RZG Invesco S&P Sma...
54.27
+0.01% 25.04K -21% 1.17M 38.3 0.25% Share
80 SLYG SPDR S&P 600 Sm...
94.49
-0.16% 14.11K -0.35% 1.17M 53.53 0.25% Share
81 FHN First Horizon C...
22.70
-0.57% 60.08K 0.00% 1.17M 16.2 0.25% Share
82 LMT Lockheed Martin...
456.03
+0.34% 2.6K 0.00% 1.16M 343.84 0.25% Share
83 MET MetLife, Inc.
80.82
-0.36% 14.27K +0.69% 1.15M 34.4 0.25% Share
84 CVE Cenovus Energy ...
16.97
+0.24% 80.75K +8.90% 1.12M 15.05 0.24% Share
85 SSB SouthState Corp...
101.69
-0.07% 12.08K 0.00% 1.12M 47.68 0.24% Share
86 MS Morgan Stanley
150.19
+0.54% 9.58K +0.35% 1.12M 53.26 0.24% Share
87 LYB LyondellBasell ...
55.85
-0.76% 15.68K +0.68% 1.1M 82.08 0.24% Share
88 SEE Sealed Air Corp...
32.25
+0.19% 37.95K +100.00% 1.1M 28.9 0.24% Share
89 VAC Marriott Vacati...
78.63
+0.09% 16.95K 0.00% 1.09M 73.48 0.24% Share
90 GLPI Gaming and Leis...
47.98
+0.06% 21.25K 0.00% 1.08M 44.2 0.23% Share
91 WMT Walmart Inc.
96.14
+0.06% 12.26K +31.42% 1.08M 46.37 0.23% Share
92 GPN Global Payments...
88.25
+0.47% 10.83K +4.24% 1.06M 111.34 0.23% Share
93 SPHQ Invesco S&P 500...
72.56
+0.04% 15.89K +8.23% 1.05M 50.85 0.23% Share
94 LW Lamb Weston Hol...
56.23
-0.76% 19.75K +100.00% 1.05M 53.3 0.23% Share
95 SDOG ALPS Sector Div...
60.14
-0.17% 18.05K -7.85% 1.05M 36.57 0.23% Share
96 PWB Invesco Dynamic...
120.19
+0.64% 10.83K +7.92% 1.04M 73.93 0.23% Share
97 GOOGL Alphabet Inc.
211.64
+2.01% 6.68K +1.74% 1.03M 116.84 0.22% Share
98 PFE Pfizer Inc.
24.61
-1.83% 40.68K +31.97% 1.03M 31.57 0.22% Share
99 QUAL iShares MSCI US...
189.66
+0.16% 6K +8.06% 1.02M 136.95 0.22% Share
100 FTEC Fidelity MSCI I...
210.59
+1.01% 6.34K +7.59% 1.02M 123.18 0.22% Share
101 BTI British America...
56.23
-0.95% 24.37K +0.72% 1.01M 41.61 0.22% Share
102 IPG The Interpublic...
26.68
-0.87% 37.12K +514.23% 1.01M 25.8 0.22% Share
103 APA APA Corporation
22.98
+1.73% 47.36K +29.97% 995.44K 22.38 0.22% Share
104 SPXN ProShares S&P 5...
69.84
+0.39% 16.78K +8.56% 993.56K 47.73 0.22% Share
105 CWI SPDR MSCI ACWI ...
33.80
+0.36% 33.53K -3.23% 991.73K 22 0.21% Share
106 EMLP First Trust Nor...
37.99
+0.11% 26.38K -4.86% 989.1K 22.57 0.21% Share
107 ING ING Groep N.V.
23.91
-0.56% 50.27K 0.00% 984.69K 12.84 0.21% Share
108 UGI UGI Corporation
34.62
-1.11% 29.57K -0.17% 978.04K 28.94 0.21% Share
109 KHC The Kraft Heinz...
27.64
-0.9% 31.64K +5.41% 962.87K 35.57 0.21% Share
110 R Ryder System, I...
187.21
-0.01% 6.58K 0.00% 945.55K 26.44 0.20% Share
111 VLO Valero Energy C...
151.18
+0.27% 7.15K +1.10% 944.83K 57.04 0.20% Share
112 VLY Valley National...
10.45
-0.38% 103.9K 0.00% 923.67K 6.89 0.20% Share
113 SPG Simon Property ...
179.41
+0.70% 5.54K -2.6% 920.08K 113.28 0.20% Share
114 IUSG iShares Core S&...
158.75
+0.47% 7.21K +8.86% 916.75K 103.29 0.20% Share
115 INTC Intel Corporati...
24.93
+0.32% 40.3K +11.70% 915.15K 43.6 0.20% Share
116 PNC The PNC Financi...
205.69
-0.17% 5.2K +0.95% 913.83K 127.71 0.20% Share
117 FDX FedEx Corporati...
231.19
-0.44% 3.72K 0.00% 905.89K 142.58 0.20% Share
118 SBUX Starbucks Corpo...
88.02
+0.41% 9.22K -39.06% 904.88K 76.37 0.20% Share
119 EPD Enterprise Prod...
31.95
+1.03% 26.35K 0.00% 899.59K 16.04 0.19% Share
120 FDIS Fidelity MSCI C...
101.21
+0.18% 10.57K +9.31% 893.19K 74.5 0.19% Share
121 SMFG Sumitomo Mitsui...
16.53
+0.12% 57.65K -16.3% 891.33K 7.41 0.19% Share
122 CMA Comerica Incorp...
70.79
-0.37% 14.82K 0.00% 875.57K 29.44 0.19% Share
123 SPTN SpartanNash Com...
26.81
+0.04% 42.45K 0.00% 860.14K 20.64 0.19% Share
124 DIS The Walt Disney...
117.67
-0.36% 8.59K +4.57% 847.54K 119.93 0.18% Share
125 CMCSA Comcast Corpora...
33.57
-0.71% 22.9K +8.27% 845.01K 43 0.18% Share
126 MRK Merck & Co., In...
83.22
-1.01% 9.21K +1.66% 826.24K 66.78 0.18% Share
127 TAP Molson Coors Be...
50.20
-1.82% 13.32K 0.00% 811.09K 57.38 0.18% Share
128 TTE TotalEnergies S...
62.12
+0.05% 12.49K +1.80% 808.11K 53.4 0.17% Share
129 MPC Marathon Petrol...
179.28
+0.78% 5.45K 0.00% 793.43K 56.12 0.17% Share
130 SMG The Scotts Mira...
61.26
-1.48% 14.35K +5.13% 787.56K 67.73 0.17% Share
131 HMC Honda Motor Co....
33.96
+0.24% 28.53K +4.39% 774.1K 33.4 0.17% Share
132 ICL ICL Group Ltd
6.54
+1.32% 137.22K 0.00% 770.76K 4.25 0.17% Share
133 BAC Bank of America...
50.52
+0.28% 18.26K -0.71% 761.87K 29.99 0.17% Share
134 SHEL Shell plc
73.95
+0.33% 10.36K 0.00% 758.96K 52.28 0.16% Share
135 SPHD Invesco S&P 500...
49.13
-0.57% 15.1K +0.09% 758.52K 44.04 0.16% Share
136 NKE NIKE, Inc.
77.94
-0.15% 11.88K 0.00% 753.95K 89.06 0.16% Share
137 KO The Coca-Cola C...
68.36
-0.68% 10.42K +21.53% 746.23K 53.54 0.16% Share
138 ETD Ethan Allen Int...
29.54
-1.4% 26.82K 0.00% 743.05K 19.18 0.16% Share
139 GSK GSK plc
39.44
-1.18% 18.63K 0.00% 721.65K 32.78 0.16% Share
140 SPGP Invesco S&P 500...
113.17
+0.29% 7.12K 0.00% 711.45K 83.5 0.15% Share
141 XOM Exxon Mobil Cor...
113.37
+0.55% 5.97K +33.05% 709.58K 92.58 0.15% Share
142 EMN Eastman Chemica...
68.18
-0.94% 8.05K 0.00% 709.55K 73.91 0.15% Share
143 RIO Rio Tinto Group
62.89
+1.26% 11.71K 0.00% 703.84K 53.12 0.15% Share
144 BCH Banco de Chile
28.50
+0.33% 26.51K -41.08% 702.33K 17 0.15% Share
145 SWK Stanley Black &...
75.30
-0.58% 9.05K +7.73% 696.07K 94.97 0.15% Share
146 PRU Prudential Fina...
108.77
-0.64% 6.22K 0.00% 694.32K 52.23 0.15% Share
147 VIV Telefônica Bras...
12.59
-0.16% 79.21K -1.11% 690.73K 9.06 0.15% Share
148 SU Suncor Energy I...
41.60
+1.43% 17.75K 0.00% 687.36K 35.58 0.15% Share
149 FPX First Trust US ...
153.19
+1.71% 6.1K 0.00% 681.61K 84.85 0.15% Share
150 HD The Home Depot,...
407.36
-0.22% 1.85K +13.44% 677.64K 247.13 0.15% Share