Investors Research Corp
data from 30/09/2025
Capitalization
$ 540.479 M
5.96 %
Performance
$ 177.492 M
58.99 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IWY | ISHARES TR | 4.08% | 22.041 M $ | 80543 | 2019/09/30 | 2.111 M $ | 11.01 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 3.88% | 20.977 M $ | 200719 | 2019/06/30 | 1.775 M $ | 9.64 % |
| 2025/09/30 | OEF | ISHARES TR | 3.51% | 18.964 M $ | 56976 | 2020/09/30 | 1.564 M $ | 9.36 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 3.50% | 18.912 M $ | 718014 | 2019/03/31 | 1.312 M $ | 7.77 % |
| 2025/09/30 | SPLG | SPDR SERIES TRUST | 3.50% | 18.895 M $ | 241191 | 2020/09/30 | 1.308 M $ | 7.77 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 3.32% | 17.963 M $ | 58347 | 2020/09/30 | 1.267 M $ | 7.91 % |
| 2025/09/30 | FTCS | FIRST TR EXCHANGE-TRADED FD | 2.89% | 15.594 M $ | 166534 | 2019/12/31 | 438.011 K $ | 3.03 % |
| 2025/09/30 | VSDA | VICTORY PORTFOLIOS II | 2.81% | 15.205 M $ | 284357 | 2020/12/31 | 453.359 K $ | 3.22 % |
| 2025/09/30 | FHLC | FIDELITY COVINGTON TRUST | 2.54% | 13.737 M $ | 205435 | 2020/09/30 | 569.023 K $ | 4.57 % |
| 2025/09/30 | SPTM | SPDR SERIES TRUST | 2.13% | 11.538 M $ | 143057 | 2019/06/30 | 830.027 K $ | 7.69 % |
| 2025/09/30 | ITOT | ISHARES TR | 1.80% | 9.746 M $ | 66915 | 2019/06/30 | 722.700 K $ | 7.86 % |
| 2025/09/30 | DIVO | AMPLIFY ETF TR | 1.50% | 8.114 M $ | 182045 | 2019/06/30 | 354.184 K $ | 4.75 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 1.49% | 8.056 M $ | 57157 | 2019/06/30 | 422.270 K $ | 5.73 % |
| 2025/09/30 | VONG | VANGUARD SCOTTSDALE FDS | 1.46% | 7.869 M $ | 65305 | 2023/03/31 | 668.135 K $ | 10.35 % |
| 2025/09/30 | ILCG | ISHARES TR | 1.45% | 7.844 M $ | 75205 | 2023/09/30 | 503.532 K $ | 7.64 % |
| 2025/09/30 | PAVE | GLOBAL X FDS | 1.42% | 7.693 M $ | 161518 | 2023/09/30 | 589.582 K $ | 9.29 % |
| 2025/09/30 | PEY | INVESCO EXCHANGE TRADED FD T | 1.33% | 7.195 M $ | 341508 | 2019/06/30 | 215.719 K $ | 3.23 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 1.29% | 6.950 M $ | 254574 | 2020/09/30 | 195.407 K $ | 3.02 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.28% | 6.905 M $ | 13332 | 2017/12/31 | 272.771 K $ | 4.13 % |
| 2025/09/30 | PGX | INVESCO EXCH TRADED FD TR II | 1.09% | 5.896 M $ | 508239 | 2020/09/30 | 226.196 K $ | 4.22 % |
| 2025/09/30 | FDL | FIRST TR EXCHANGE-TRADED FD | 1.03% | 5.592 M $ | 128810 | 2020/09/30 | 187.217 K $ | 3.68 % |
| 2025/09/30 | SCZ | ISHARES TR | 1.03% | 5.591 M $ | 72881 | 2020/09/30 | 345.727 K $ | 5.56 % |
| 2025/09/30 | DBEF | DBX ETF TR | 1.01% | 5.477 M $ | 117980 | 2018/03/31 | 296.869 K $ | 6.10 % |
| 2025/09/30 | XLE | SELECT SECTOR SPDR TR | 0.97% | 5.269 M $ | 58978 | 2020/06/30 | 283.849 K $ | 5.34 % |
| 2025/09/30 | PFF | ISHARES TR | 0.88% | 4.734 M $ | 149729 | 2019/12/31 | 131.513 K $ | 3.06 % |
| 2025/09/30 | AAPL | APPLE INC | 0.86% | 4.633 M $ | 18196 | 2017/12/31 | 931.183 K $ | 24.11 % |
| 2025/09/30 | IGLB | ISHARES TR | 0.85% | 4.614 M $ | 89522 | 2021/03/31 | 111.477 K $ | 2.65 % |
| 2025/09/30 | PFXF | VANECK ETF TRUST | 0.83% | 4.468 M $ | 251453 | 2022/03/31 | 151.830 K $ | 3.80 % |
| 2025/09/30 | PGF | INVESCO EXCHANGE TRADED FD T | 0.80% | 4.343 M $ | 297084 | 2022/03/31 | 140.384 K $ | 3.61 % |
| 2025/09/30 | IVV | ISHARES TR | 0.80% | 4.329 M $ | 6468 | 2019/03/31 | 313.051 K $ | 7.80 % |
| 2025/09/30 | VYMI | VANGUARD WHITEHALL FDS | 0.60% | 3.221 M $ | 38032 | 2023/09/30 | 156.563 K $ | 5.70 % |
| 2025/09/30 | PSK | SPDR SERIES TRUST | 0.57% | 3.062 M $ | 92591 | 2019/06/30 | 122.646 K $ | 4.12 % |
| 2025/09/30 | DEM | WISDOMTREE TR | 0.56% | 3.012 M $ | 65501 | 2023/09/30 | 40.968 K $ | 1.55 % |
| 2025/09/30 | IEO | ISHARES TR | 0.50% | 2.698 M $ | 29132 | 2022/03/31 | 102.892 K $ | 4.51 % |
| 2025/09/30 | MDYG | SPDR SERIES TRUST | 0.49% | 2.639 M $ | 28823 | 2018/03/31 | 138.101 K $ | 5.40 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.49% | 2.626 M $ | 94109 | 2018/03/31 | 247.772 K $ | 10.28 % |
| 2025/09/30 | CF | CF INDS HLDGS INC | 0.45% | 2.421 M $ | 26990 | 2017/12/31 | -62.076 K $ | -2.50 % |
| 2025/09/30 | SPLV | INVESCO EXCH TRADED FD TR II | 0.39% | 2.102 M $ | 28612 | 2018/06/30 | 19.240 K $ | 0.91 % |
| 2025/09/30 | TFC | TRUIST FINL CORP | 0.37% | 1.997 M $ | 43678 | 2019/12/31 | 118.421 K $ | 6.35 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.36% | 1.924 M $ | 8763 | 2018/03/31 | 1.586 K $ | 0.08 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 0.36% | 1.923 M $ | 60267 | 2019/03/31 | 155.906 K $ | 9.24 % |
| 2025/09/30 | DSI | ISHARES TR | 0.35% | 1.906 M $ | 15135 | 2019/06/30 | 148.475 K $ | 8.43 % |
| 2025/09/30 | UNM | UNUM GROUP | 0.35% | 1.896 M $ | 24376 | 2017/12/31 | -72.640 K $ | -3.69 % |
| 2025/09/30 | SW | SMURFIT WESTROCK PLC | 0.34% | 1.864 M $ | 43776 | 2024/09/30 | -25.520 K $ | -1.34 % |
| 2025/09/30 | SRLN | SSGA ACTIVE ETF TR | 0.32% | 1.753 M $ | 42165 | 2020/09/30 | -422.000 $ | -0.02 % |
| 2025/09/30 | HII | HUNTINGTON INGALLS INDS INC | 0.32% | 1.749 M $ | 6075 | 2024/12/31 | 282.183 K $ | 19.24 % |
| 2025/09/30 | IWR | ISHARES TR | 0.32% | 1.709 M $ | 17704 | 2019/03/31 | 83.232 K $ | 4.98 % |
| 2025/09/30 | CSB | VICTORY PORTFOLIOS II | 0.31% | 1.697 M $ | 28685 | 2019/06/30 | 143.597 K $ | 6.75 % |
| 2025/09/30 | USB | US BANCORP DEL | 0.31% | 1.684 M $ | 34836 | 2019/03/31 | 107.957 K $ | 6.81 % |
| 2025/09/30 | BLK | BLACKROCK INC | 0.31% | 1.680 M $ | 1441 | 2024/12/31 | 166.533 K $ | 11.11 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 0.31% | 1.666 M $ | 37913 | 2017/12/31 | 25.726 K $ | 1.57 % |
| 2025/09/30 | MCHP | MICROCHIP TECHNOLOGY INC. | 0.30% | 1.641 M $ | 25555 | 2025/06/30 | -157.144 K $ | -8.74 % |
| 2025/09/30 | FTEC | FIDELITY COVINGTON TRUST | 0.30% | 1.633 M $ | 7350 | 2019/09/30 | 174.799 K $ | 12.65 % |
| 2025/09/30 | SDY | SPDR SERIES TRUST | 0.30% | 1.615 M $ | 11530 | 2022/06/30 | 51.122 K $ | 3.18 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.30% | 1.603 M $ | 6593 | 2019/03/31 | 440.873 K $ | 37.94 % |
| 2025/09/30 | PWB | INVESCO EXCHANGE TRADED FD T | 0.29% | 1.577 M $ | 12575 | 2019/09/30 | 95.376 K $ | 6.80 % |
| 2025/09/30 | IP | INTERNATIONAL PAPER CO | 0.29% | 1.551 M $ | 33437 | 2017/12/31 | -14.377 K $ | -0.92 % |
| 2025/09/30 | CVS | CVS HEALTH CORP | 0.29% | 1.548 M $ | 20537 | 2018/03/31 | 131.642 K $ | 9.29 % |
| 2025/09/30 | NTR | NUTRIEN LTD | 0.29% | 1.543 M $ | 26288 | 2018/03/31 | 12.355 K $ | 0.81 % |
| 2025/09/30 | MLPX | GLOBAL X FDS | 0.28% | 1.535 M $ | 24480 | 2020/06/30 | 1.263 K $ | 0.08 % |
| 2025/09/30 | MS | MORGAN STANLEY | 0.28% | 1.503 M $ | 9458 | 2017/12/31 | 173.452 K $ | 12.85 % |
| 2025/09/30 | LGOV | FIRST TR EXCHANGE-TRADED FD | 0.27% | 1.452 M $ | 66761 | 2020/09/30 | 22.061 K $ | 1.54 % |
| 2025/09/30 | CCI | CROWN CASTLE INC | 0.26% | 1.431 M $ | 14833 | 2021/09/30 | -92.557 K $ | -6.07 % |
| 2025/09/30 | SPXN | PROSHARES TR | 0.26% | 1.427 M $ | 19815 | 2019/09/30 | 108.354 K $ | 8.74 % |
| 2025/09/30 | CNQ | CANADIAN NAT RES LTD | 0.26% | 1.424 M $ | 44550 | 2017/12/31 | 24.948 K $ | 1.78 % |
| 2025/09/30 | PFFD | GLOBAL X FDS | 0.26% | 1.412 M $ | 72659 | 2022/06/30 | 44.622 K $ | 3.19 % |
| 2025/09/30 | WTRG | ESSENTIAL UTILS INC | 0.26% | 1.410 M $ | 35350 | 2025/03/31 | 97.565 K $ | 7.43 % |
| 2025/09/30 | IUSG | ISHARES TR | 0.26% | 1.404 M $ | 8531 | 2019/09/30 | 114.109 K $ | 9.40 % |
| 2025/09/30 | SEE | SEALED AIR CORP NEW | 0.26% | 1.396 M $ | 39500 | 2025/03/31 | 170.640 K $ | 13.92 % |
| 2025/09/30 | AES | AES CORP | 0.26% | 1.395 M $ | 105975 | 2025/03/31 | 279.774 K $ | 25.10 % |
| 2025/09/30 | QUAL | ISHARES TR | 0.26% | 1.392 M $ | 7156 | 2019/09/30 | 77.788 K $ | 6.39 % |
| 2025/09/30 | CVE | CENOVUS ENERGY INC | 0.25% | 1.372 M $ | 80750 | 2024/12/31 | 273.742 K $ | 24.93 % |
| 2025/09/30 | FTSL | FIRST TR EXCHANGE-TRADED FD | 0.25% | 1.371 M $ | 29911 | 2020/12/31 | -1.495 K $ | -0.11 % |
| 2025/09/30 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.25% | 1.369 M $ | 18678 | 2019/09/30 | 35.801 K $ | 2.85 % |
| 2025/09/30 | INTC | INTEL CORP | 0.25% | 1.362 M $ | 40597 | 2017/12/31 | 449.311 K $ | 49.78 % |
| 2025/09/30 | FHN | FIRST HORIZON CORPORATION | 0.25% | 1.358 M $ | 60075 | 2021/09/30 | 84.705 K $ | 6.65 % |
| 2025/09/30 | SMG | SCOTTS MIRACLE-GRO CO | 0.25% | 1.347 M $ | 23653 | 2019/03/31 | -213.086 K $ | -13.66 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.25% | 1.327 M $ | 7110 | 2019/03/31 | 203.274 K $ | 18.10 % |
| 2025/09/30 | SLYG | SPDR SERIES TRUST | 0.24% | 1.314 M $ | 13931 | 2019/03/31 | 78.073 K $ | 6.26 % |
| 2025/09/30 | MDT | MEDTRONIC PLC | 0.24% | 1.307 M $ | 13721 | 2019/03/31 | 109.961 K $ | 9.26 % |
| 2025/09/30 | FDIS | FIDELITY COVINGTON TRUST | 0.24% | 1.302 M $ | 12659 | 2019/09/30 | 104.737 K $ | 9.35 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.24% | 1.298 M $ | 2601 | 2017/12/31 | 93.818 K $ | 7.79 % |
| 2025/09/30 | TU | TELUS CORPORATION | 0.24% | 1.291 M $ | 81856 | 2022/09/30 | -23.738 K $ | -1.81 % |
| 2025/09/30 | VWOB | VANGUARD WHITEHALL FDS | 0.24% | 1.281 M $ | 19144 | 2020/09/30 | 29.673 K $ | 2.37 % |
| 2025/09/30 | CAG | CONAGRA BRANDS INC | 0.24% | 1.278 M $ | 69825 | 2025/06/30 | -2.322 K $ | -10.55 % |
| 2025/09/30 | CWB | SPDR SERIES TRUST | 0.24% | 1.276 M $ | 14098 | 2019/06/30 | 217.763 K $ | 9.48 % |
| 2025/09/30 | WMT | WALMART INC | 0.23% | 1.264 M $ | 12268 | 2017/12/31 | 64.738 K $ | 5.40 % |
| 2025/09/30 | O | REALTY INCOME CORP | 0.23% | 1.253 M $ | 20619 | 2019/03/31 | 65.568 K $ | 5.52 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.23% | 1.249 M $ | 8891 | 2019/03/31 | 74.583 K $ | 6.36 % |
| 2025/09/30 | VLO | VALERO ENERGY CORP | 0.23% | 1.218 M $ | 7154 | 2018/06/30 | 256.399 K $ | 26.66 % |
| 2025/09/30 | T | AT&T INC | 0.22% | 1.203 M $ | 42590 | 2017/12/31 | -29.771 K $ | -2.42 % |
| 2025/09/30 | R | RYDER SYS INC | 0.22% | 1.203 M $ | 6375 | 2020/03/31 | 191.918 K $ | 18.64 % |
| 2025/09/30 | SSB | SOUTHSTATE CORPORATION | 0.22% | 1.195 M $ | 12084 | 2020/06/30 | 82.654 K $ | 7.43 % |
| 2025/09/30 | CDL | VICTORY PORTFOLIOS II | 0.22% | 1.189 M $ | 17085 | 2019/06/30 | 53.508 K $ | 4.50 % |
| 2025/09/30 | MET | METLIFE INC | 0.22% | 1.176 M $ | 14273 | 2017/12/31 | 27.832 K $ | 2.42 % |
| 2025/09/30 | APD | AIR PRODS & CHEMS INC | 0.21% | 1.158 M $ | 4247 | 2022/03/31 | -39.666 K $ | -3.31 % |
| 2025/09/30 | APA | APA CORPORATION | 0.21% | 1.150 M $ | 47357 | 2021/03/31 | 283.668 K $ | 32.75 % |
| 2025/09/30 | LW | LAMB WESTON HLDGS INC | 0.21% | 1.147 M $ | 19750 | 2025/03/31 | 123.042 K $ | 12.02 % |
| 2025/09/30 | VAC | MARRIOTT VACATIONS WORLDWIDE | 0.21% | 1.128 M $ | 16950 | 2024/09/30 | -97.462 K $ | -7.95 % |
| 2025/09/30 | VLY | VALLEY NATL BANCORP | 0.20% | 1.101 M $ | 103900 | 2024/06/30 | 173.513 K $ | 18.70 % |