$254 Million is the total value of Investors Research Corp's 1094 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 28.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $2,585,000 | +15.5% | 19,483 | +0.8% | 1.02% | -6.4% |
| INTC | Buy | INTEL CORP | $2,212,000 | +16.2% | 44,403 | +20.7% | 0.87% | -5.8% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $1,909,000 | +25.4% | 23,055 | +4.3% | 0.75% | +1.6% |
| CSB | Buy | VICTORY PORTFOLIOS II | $1,622,000 | +39.5% | 32,476 | +5.3% | 0.64% | +13.1% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,463,000 | +13.5% | 44,736 | +5.8% | 0.58% | -8.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,454,000 | +34.9% | 31,554 | +19.7% | 0.57% | +9.4% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,431,000 | +29.2% | 82,329 | +6.7% | 0.56% | +4.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,355,000 | +20.2% | 14,803 | +6.3% | 0.53% | -2.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,317,000 | +10.5% | 23,824 | +0.2% | 0.52% | -10.4% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $1,286,000 | +8.9% | 28,950 | +6.6% | 0.51% | -11.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,127,000 | +11.0% | 15,750 | +98.6% | 0.44% | -9.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,079,000 | +32.1% | 8,490 | +0.1% | 0.42% | +7.3% |
| XSHD | New | INVESCO EXCH TRADED FD TR IIs&p smlcap hig | $1,030,000 | – | 51,405 | +100.0% | 0.40% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $984,000 | +235.8% | 25,954 | +165.0% | 0.39% | +172.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $908,000 | +205.7% | 14,153 | +163.1% | 0.36% | +147.9% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $902,000 | +206.8% | 30,497 | +170.4% | 0.36% | +148.3% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $864,000 | +184.2% | 56,588 | +174.6% | 0.34% | +129.7% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $861,000 | +201.0% | 41,071 | +173.2% | 0.34% | +143.9% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $854,000 | +183.7% | 18,716 | +177.9% | 0.34% | +130.1% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $851,000 | +186.5% | 17,873 | +177.0% | 0.34% | +132.6% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $847,000 | +191.1% | 10,289 | +179.4% | 0.33% | +136.2% |
| LGOV | Buy | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $829,000 | +177.3% | 28,538 | +183.2% | 0.33% | +124.8% |
| GILD | Buy | GILEAD SCIENCES INC | $783,000 | +147.8% | 13,441 | +168.5% | 0.31% | +101.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $768,000 | +113.3% | 8,442 | +89.3% | 0.30% | +72.6% |
| C | Buy | CITIGROUP INC | $715,000 | +50.8% | 11,603 | +5.5% | 0.28% | +22.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $681,000 | +156.0% | 9,958 | +120.7% | 0.27% | +107.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $669,000 | +152.5% | 7,760 | +121.2% | 0.26% | +103.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $660,000 | +152.9% | 15,008 | +126.0% | 0.26% | +104.7% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $659,000 | +144.1% | 4,950 | +122.9% | 0.26% | +97.7% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $653,000 | +144.6% | 16,476 | +124.2% | 0.26% | +97.7% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $645,000 | +137.1% | 9,556 | +122.0% | 0.25% | +92.4% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $646,000 | +148.5% | 11,184 | +126.0% | 0.25% | +101.6% |
| IWB | Buy | ISHARES TRrus 1000 etf | $630,000 | +153.0% | 2,976 | +123.3% | 0.25% | +105.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $631,000 | +152.4% | 3,593 | +125.3% | 0.25% | +105.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $626,000 | +149.4% | 3,645 | +125.8% | 0.25% | +101.6% |
| HD | Buy | HOME DEPOT INC | $604,000 | +0.2% | 2,273 | +4.6% | 0.24% | -18.8% |
| GLT | New | GLATFELTER CORPORATION | $454,000 | – | 27,700 | +100.0% | 0.18% | – |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $456,000 | +3.9% | 25,041 | +1.8% | 0.18% | -16.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $279,000 | +4.1% | 4,985 | +4.4% | 0.11% | -15.4% |
| WM | Buy | WASTE MGMT INC DEL | $205,000 | +4.6% | 1,738 | +0.3% | 0.08% | -14.7% |
| VTRS | New | VIATRIS INC | $168,000 | – | 8,953 | +100.0% | 0.07% | – |
| TSLA | Buy | TESLA INC | $159,000 | +194.4% | 225 | +80.0% | 0.06% | +142.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $154,000 | +14.1% | 1,697 | +0.2% | 0.06% | -7.6% |
| CVX | Buy | CHEVRON CORP NEW | $142,000 | +17.4% | 1,686 | +0.2% | 0.06% | -5.1% |
| MDT | Buy | MEDTRONIC PLC | $121,000 | +13.1% | 1,034 | +0.5% | 0.05% | -7.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $118,000 | +21.6% | 920 | +9.3% | 0.05% | -2.1% |
| SF | Buy | STIFEL FINL CORP | $115,000 | +49.4% | 2,270 | +49.9% | 0.04% | +21.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $108,000 | +12.5% | 1,219 | +12.0% | 0.04% | -8.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $108,000 | +96.4% | 1,308 | +97.0% | 0.04% | +59.3% |
| VALE | New | VALE S Asponsored ads | $92,000 | – | 5,500 | +100.0% | 0.04% | – |
| MORT | Buy | VANECK VECTORS ETF TR | $88,000 | +22.2% | 5,262 | +2.1% | 0.04% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $88,000 | +137.8% | 169 | +144.9% | 0.04% | +94.4% |
| CNXC | New | CONCENTRIX CORP | $83,000 | – | 843 | +100.0% | 0.03% | – |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $77,000 | +30.5% | 930 | +31.4% | 0.03% | +3.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $76,000 | +31.0% | 569 | +32.0% | 0.03% | +7.1% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $73,000 | +7.4% | 3,614 | +2.5% | 0.03% | -12.1% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $73,000 | +9.0% | 3,208 | +2.5% | 0.03% | -12.1% |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $74,000 | +8.8% | 1,591 | +2.5% | 0.03% | -12.1% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $71,000 | +6.0% | 2,772 | +1.2% | 0.03% | -15.2% |
| USHY | Buy | ISHARES TRbroad usd high | $72,000 | +7.5% | 1,744 | +2.5% | 0.03% | -15.2% |
| IDV | Buy | ISHARES TRintl sel div etf | $69,000 | +21.1% | 2,358 | +2.7% | 0.03% | -3.6% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $68,000 | +15.3% | 1,250 | +2.7% | 0.03% | -6.9% |
| UL | New | UNILEVER PLCspon adr new | $64,000 | – | 1,062 | +100.0% | 0.02% | – |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $63,000 | +8.6% | 2,089 | +2.9% | 0.02% | -10.7% |
| IYE | Buy | ISHARES TRu.s. energy etf | $62,000 | +31.9% | 3,050 | +2.9% | 0.02% | +4.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $59,000 | +31.1% | 1,139 | +3.0% | 0.02% | +4.5% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $55,000 | +52.8% | 1,055 | +51.6% | 0.02% | +29.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $53,000 | +15.2% | 272 | +0.7% | 0.02% | -4.5% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $51,000 | +27.5% | 1,037 | +17.0% | 0.02% | +5.3% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $50,000 | +28.2% | 1,036 | +17.5% | 0.02% | +5.3% |
| LVHD | Buy | LEGG MASON ETF INVT TRl vol h div etf | $49,000 | +28.9% | 1,497 | +18.2% | 0.02% | +5.6% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $47,000 | +20.5% | 1,682 | +18.1% | 0.02% | -5.3% |
| MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $45,000 | +18.4% | 1,855 | +18.8% | 0.02% | 0.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $45,000 | +18.4% | 1,429 | +18.7% | 0.02% | 0.0% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $44,000 | +18.9% | 879 | +18.9% | 0.02% | -5.6% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $42,000 | – | 449 | +100.0% | 0.02% | – |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $43,000 | +19.4% | 432 | +19.0% | 0.02% | 0.0% |
| GNMA | Buy | ISHARES TRgnma bond etf | $44,000 | +18.9% | 868 | +19.1% | 0.02% | -5.6% |
| SHV | Buy | ISHARES TRshort treas bd | $44,000 | +18.9% | 398 | +18.8% | 0.02% | -5.6% |
| MBB | Buy | ISHARES TRmbs etf | $40,000 | +53.8% | 365 | +54.0% | 0.02% | +23.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $41,000 | +36.7% | 1,514 | +38.8% | 0.02% | +6.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $38,000 | +58.3% | 439 | +59.1% | 0.02% | +25.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $38,000 | +58.3% | 701 | +59.3% | 0.02% | +25.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $38,000 | +58.3% | 740 | +59.1% | 0.02% | +25.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $38,000 | +58.3% | 612 | +59.4% | 0.02% | +25.0% |
| MDXG | New | MIMEDX GROUP INC | $36,000 | – | 4,000 | +100.0% | 0.01% | – |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $33,000 | +57.1% | 538 | +55.0% | 0.01% | +30.0% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $33,000 | +57.1% | 561 | +54.5% | 0.01% | +30.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $33,000 | +57.1% | 275 | +55.4% | 0.01% | +30.0% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $34,000 | +61.9% | 1,075 | +55.1% | 0.01% | +30.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $33,000 | +57.1% | 1,072 | +54.9% | 0.01% | +30.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $32,000 | +52.4% | 468 | +54.5% | 0.01% | +30.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $34,000 | +47.8% | 213 | +50.0% | 0.01% | +18.2% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $22,000 | +100.0% | 250 | +85.2% | 0.01% | +80.0% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $24,000 | +118.2% | 380 | +84.5% | 0.01% | +80.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $23,000 | +109.1% | 218 | +80.2% | 0.01% | +80.0% |
| SPXN | Buy | PROSHARES TRsp500 ex finls | $22,000 | +120.0% | 272 | +90.2% | 0.01% | +80.0% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $22,000 | +100.0% | 328 | +85.3% | 0.01% | +80.0% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $24,000 | +118.2% | 200 | +80.2% | 0.01% | +80.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $23,000 | +130.0% | 313 | +86.3% | 0.01% | +80.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $22,000 | +100.0% | 519 | +90.8% | 0.01% | +80.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $23,000 | +9.5% | 425 | +0.7% | 0.01% | -10.0% |
| VER | New | VEREIT INC | $23,000 | – | 601 | +100.0% | 0.01% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $21,000 | +110.0% | 181 | +88.5% | 0.01% | +60.0% |
| RTH | Buy | VANECK VECTORS ETF TRretail etf | $21,000 | +90.9% | 134 | +81.1% | 0.01% | +60.0% |
| PDS | New | PRECISION DRILLING CORP | $20,000 | – | 1,190 | +100.0% | 0.01% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $19,000 | – | 495 | +100.0% | 0.01% | – |
| CIXX | New | CI FINL CORP | $17,000 | – | 1,400 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $17,000 | – | 50 | +100.0% | 0.01% | – |
| CLA | New | COLONNADE ACQUISITION CORP | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $11,000 | +37.5% | 152 | +23.6% | 0.00% | 0.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $10,000 | +25.0% | 98 | +100.0% | 0.00% | 0.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $11,000 | +10.0% | 106 | +1.0% | 0.00% | -20.0% |
| GOEV | New | CANOO INC | $10,000 | – | 750 | +100.0% | 0.00% | – |
| STOK | Buy | STOKE THERAPEUTICS INC | $3,000 | +200.0% | 50 | +47.1% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $3,000 | – | 495 | +100.0% | 0.00% | – |
| MAXR | Buy | MAXAR TECHNOLOGIES INC | $2,000 | – | 45 | +125.0% | 0.00% | – |
| DM | New | DESKTOP METAL INC | $2,000 | – | 125 | +100.0% | 0.00% | – |
| MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $3,000 | – | 50 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CRNT | New | CERAGON NETWORKS LTDord | $0 | – | 40 | +100.0% | 0.00% | – |
| SPRO | Buy | SPERO THERAPEUTICS INC | $1,000 | – | 75 | +150.0% | 0.00% | – |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $1,000 | 0.0% | 50 | +72.4% | 0.00% | – |
| SIOX | New | SIO GENE THERAPIES INC | $0 | – | 100 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $0 | – | 14 | +100.0% | 0.00% | – |
| VUZI | New | VUZIX CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| RVMD | Buy | REVOLUTION MEDICINES INC | $1,000 | 0.0% | 35 | +75.0% | 0.00% | – |
| ZUO | New | ZUORA INC | $0 | – | 25 | +100.0% | 0.00% | – |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| PASG | Buy | PASSAGE BIO INC | $1,000 | – | 50 | +56.2% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 1.5% |
| INTEL CORP | 24 | Q3 2023 | 1.3% |
| CF INDS HLDGS INC | 24 | Q3 2023 | 1.1% |
| APPLE INC | 24 | Q3 2023 | 1.1% |
| SANOFI | 24 | Q3 2023 | 0.9% |
| INTL PAPER CO | 24 | Q3 2023 | 0.7% |
| NRG ENERGY INC | 24 | Q3 2023 | 1.1% |
| CISCO SYS INC | 24 | Q3 2023 | 0.8% |
| MOSAIC CO NEW | 24 | Q3 2023 | 1.1% |
| LOCKHEED MARTIN CORP | 24 | Q3 2023 | 0.6% |
View Investors Research Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-10-27 |
View Investors Research Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.