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DAVID M RAGLAND

@Investors Research Corp

Latest period2024 - Q3ReportedManaged Assets$457.617MTotal holdings973
Assets growth rate6.92%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Investors Research Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 973 positions.

Assets under management

The assets under management (AUM) of Investors Research Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 457.617M in assets, with a quarterly growth rate of 6.92% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by DAVID M RAGLAND, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWYIshares Tr
Recent Activity
Increased 6.19%
3.14%
$14.368M
65,293 shares@ $220.06 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 7.38%
2.87%
$13.115M
158,128 shares@ $82.94 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 7.04%
2.82%
$12.88M
190,780 shares@ $67.52 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 7.06%
2.81%
$12.83M
189,087 shares@ $67.86 avg price
OEFIshares Tr
Recent Activity
Increased 6.66%
2.78%
$12.681M
45,819 shares@ $276.76 avg price
VVVanguard Index Fds
Recent Activity
Increased 6.92%
2.67%
$12.209M
46,372 shares@ $263.3 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 7.45%
2.56%
$11.7M
128,850 shares@ $90.8 avg price
VSDAVictory Portfolios Ii
Recent Activity
Increased 8.01%
2.53%
$11.541M
217,225 shares@ $53.13 avg price
FHLCFidelity Covington Trust
Recent Activity
Increased 7.99%
2.44%
$11.149M
153,142 shares@ $72.81 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -0.28%
2.34%
$10.669M
152,279 shares@ $70.07 avg price