Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 780,944.0 | $23.0M | 4.11% | +33K | +4.4% | $29.43 | +2.7% |
| 2 | SPYM | SPDR SERIES TRUST | — | 260,841.0 | $22.9M | 4.10% | +11K | +4.2% | $87.88 | +2.6% |
| 3 | VV | VANGUARD INDEX FDS | — | 62,926.0 | $21.6M | 3.87% | +3K | +4.3% | $343.91 | +2.5% |
| 4 | ILCG | ISHARES TR | — | 91,309.0 | $10.7M | 1.91% | +462.0 | +0.5% | $117.02 | -1.8% |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | — | 79,364.0 | $10.1M | 1.81% | +469.0 | +0.6% | $127.81 | -1.4% |
| 6 | VYM | VANGUARD WHITEHALL FDS | — | 63,877.0 | $10.1M | 1.81% | +2K | +2.4% | $158.03 | +4.4% |
| 7 | DIVO | AMPLIFY ETF TR | — | 203,662.0 | $9.3M | 1.67% | +5K | +2.8% | $45.70 | +6.3% |
| 8 | SCHD | SCHWAB STRATEGIC TR | — | 290,362.0 | $9.2M | 1.65% | +10K | +3.6% | $31.71 | +10.7% |
| 9 | PEY | INVESCO EXCHANGE TRADED FD T | — | 389,733.0 | $9.0M | 1.62% | +13K | +3.3% | $23.18 | +8.6% |
| 10 | DBEF | DBX ETF TR | — | 137,576.0 | $7.5M | 1.34% | +6K | +4.4% | $54.63 | +2.2% |
| 11 | PGX | INVESCO EXCH TRADED FD TR II | — | 609,077.0 | $6.6M | 1.18% | +31K | +5.3% | $10.84 | -2.2% |
| 12 | PFF | ISHARES TR | — | 185,703.0 | $5.7M | 1.01% | +11K | +6.4% | $30.49 | -0.1% |
| 13 | PFXF | VANECK ETF TRUST | — | 313,386.0 | $5.6M | 1.00% | +19K | +6.5% | $17.84 | +0.7% |
| 14 | IGLB | ISHARES TR | — | 111,718.0 | $5.6M | 1.00% | +7K | +7.2% | $50.04 | -4.5% |
| 15 | PGF | INVESCO EXCHANGE TRADED FD T | — | 378,941.0 | $5.2M | 0.93% | +26K | +7.4% | $13.71 | -2.1% |
| 16 | VYMI | VANGUARD WHITEHALL FDS | — | 49,931.0 | $4.9M | 0.88% | +4K | +7.8% | $98.20 | +7.2% |
| 17 | DEM | WISDOMTREE TR | — | 88,578.0 | $4.8M | 0.85% | +7K | +8.4% | $53.79 | +2.4% |
| 18 | IEO | ISHARES TR | — | 40,047.0 | $4.4M | 0.79% | +3K | +8.6% | $109.83 | +24.7% |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,752.0 | $2.1M | 0.37% | +2K | +168.5% | $746.77 | +2.5% |
| 20 | IUSG | ISHARES TR | — | 8,967.0 | $1.7M | 0.30% | +48.0 | +0.5% | $188.09 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%