Investors Research Corp

RIA/Wealth

Investors Research Corp is a RIA/Wealth based in Atlanta, GA led by David Max Ragland, reporting $578.2M in AUM as of Q3 2025 with 67% ETF concentration and minimal technology exposure.

PresidentDavid Max Ragland

Portfolio Value: $540.7M
Positions: 867
Top Holding: IWY at 4.08%
Last Reported: Q3 2025

Address3050 Peachtree Road Nw, Suite 220, Atlanta, GA, 30305, United States

Top Holdings

Largest long holdings in Investors Research Corp's portfolio (32.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell Top 200 Growth IWY	ETF ETF	$22.0M	4.08%	+$755.8K Bought	— 80.5K shares	Q3 2019 Held for 6y 2m
2 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$21.0M	3.88%	+$792.9K Bought	— 200.7K shares	Q2 2019 Held for 6y 5m
3 iShares S&P 100 OEF	ETF ETF	$19.0M	3.51%	+$688.0K Bought	— 57.0K shares	Q3 2020 Held for 5y 2m
4 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$18.9M	3.50%	+$720.0K Bought	— 718.0K shares	Q1 2019 Held for 6y 8m
5 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$18.9M	3.49%	+$764.0K Bought	— 241.2K shares	Q3 2020 Held for 5y 2m
6 Vanguard Large-Cap VV	ETF ETF	$18.0M	3.32%	+$669.6K Bought	— 58.3K shares	Q3 2020 Held for 5y 2m
7 First Trust Capital Strength FTCS	ETF ETF	$15.6M	2.88%	+$679.5K Bought	— 166.5K shares	Q4 2019 Held for 5y 11m
8 VictoryShares Dividend Accelerator VSDA	ETF ETF	$15.2M	2.81%	+$688.9K Bought	— 284.4K shares	Q4 2022 Held for 2y 11m
9 Fidelity MSCI Health Care Index FHLC	ETF ETF	$13.7M	2.54%	+$706.4K Bought	— 205.4K shares	Q3 2020 Held for 5y 2m
10 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$11.5M	2.13%	-$84.3K Sold	— 143.1K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Investors Research Corp's latest filing

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Market Value

$540.7M

Prior: $510.3M

Q/Q Change

+5.95%

+$30.4M

Net Flows % of MV

-0.51%

Turnover Ratio

3.23%

New Purchases

17 stocks

$125.8K

Added To

124 stocks

+$17.2M

Sold Out Of

84 stocks

$3.6M

Reduced Holdings

124 stocks

-$16.6M

Increased Positions

Position	Shares Δ	Change
1 Wendy's WEN	New	0 → 3.0K +$27.5K
2 FB Financial FBK	New	0 → 468.0 +$26.1K
3 BlackRock U.S. Equity Factor Rotation DYNF	New	0 → 338.0 +$20.0K
4 Yum! Brands YUM	New	0 → 71.0 +$10.8K
5 THRO Theron Resource Group THRO	New	0 → 228.0 +$8.6K

Decreased Positions

Position	Shares Δ	Change
1 SNN Smith & Nephew SNN	Sold	21.0K → 0 −$643.5K
2 HSBC HSBC Holdings HSBC	Sold	9.7K → 0 −$587.6K
3 BRFS Brasil Foods BRFS	Sold	62.4K → 0 −$227.7K
4 Bank of Nova Scotia BNS	Sold	3.2K → 0 −$176.9K
5 SpartanNash SPTN	Sold	6.6K → 0 −$174.4K

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Analytics

Portfolio insights and performance metrics for Investors Research Corp

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Sector Allocation

ETF

66.50%

Financial Services

5.10%

Consumer Cyclical

4.40%

Technology

4.30%

Basic Materials

2.50%

Industrials

2.40%

Energy

2.40%

Communication Services

2.00%

Consumer Defensive

2.00%

Real Estate

1.90%

Healthcare

1.60%

Utilities

1.20%

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %

32.15%

Top 20 Holdings %

46.26%

Top 50 Holdings %

63.39%

Top 100 Holdings %

75.97%