Portfolio (Quarterly)
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Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PGF | INVESCO EXCHANGE TRADED FD T | — | 352,719.0 | $4.9M | 0.93% | +30K | +9.3% | $13.76 | +0.7% |
| 22 | IEO | ISHARES TR | — | 36,891.0 | $4.6M | 0.88% | +4K | +11.8% | $124.90 | -4.8% |
| 23 | VYMI | VANGUARD WHITEHALL FDS | — | 46,333.0 | $4.4M | 0.83% | +4K | +10.2% | $94.24 | +4.9% |
| 24 | DEM | WISDOMTREE TR | — | 81,745.0 | $4.1M | 0.78% | +8K | +11.6% | $49.69 | +7.4% |
| 25 | DSI | ISHARES TR | — | 15,260.0 | $1.8M | 0.35% | +82.0 | +0.5% | $121.19 | +16.3% |
| 26 | SCHG | SCHWAB STRATEGIC TR | — | 62,395.0 | $1.8M | 0.35% | +3K | +4.4% | $29.13 | +17.4% |
| 27 | PWB | INVESCO EXCHANGE TRADED FD T | — | 13,003.0 | $1.6M | 0.31% | +581.0 | +4.7% | $125.93 | +21.3% |
| 28 | FTEC | FIDELITY COVINGTON TRUST | — | 7,579.0 | $1.6M | 0.30% | +351.0 | +4.9% | $208.04 | +29.9% |
| 29 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 19,653.0 | $1.5M | 0.28% | +1K | +5.5% | $75.19 | +9.7% |
| 30 | SPXN | PROSHARES TR | — | 20,778.0 | $1.5M | 0.28% | +1K | +5.5% | $70.87 | +15.8% |
| 31 | QUAL | ISHARES TR | — | 7,519.0 | $1.4M | 0.28% | +384.0 | +5.4% | $191.82 | +9.7% |
| 32 | IUSG | ISHARES TR | — | 8,919.0 | $1.4M | 0.26% | +472.0 | +5.6% | $155.11 | +20.2% |
| 33 | NVDA | NVIDIA CORPORATION | Technology | 7,564.0 | $1.3M | 0.25% | +280.0 | +3.8% | $174.41 | +30.4% |
| 34 | FDIS | FIDELITY COVINGTON TRUST | — | 13,440.0 | $1.3M | 0.24% | +794.0 | +6.3% | $93.26 | +7.1% |
| 35 | ACN | ACCENTURE PLC IRELAND | Technology | 5,916.0 | $1.2M | 0.22% | +5K | +443.8% | $198.29 | -15.4% |
| 36 | VICI | VICI PPTYS INC | Real Estate | 41,859.0 | $1.1M | 0.22% | +42K | +10000.0% | $27.32 | +2.5% |
| 37 | BX | BLACKSTONE INC | Financial Services | 9,713.0 | $1.1M | 0.21% | +9K | +4216.9% | $114.99 | +1.1% |
| 38 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 26,025.0 | $1.1M | 0.21% | +7K | +36.8% | $42.26 | +3.4% |
| 39 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 16,574.0 | $1.1M | 0.21% | +5K | +39.6% | $65.12 | +9.5% |
| 40 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 10,800.0 | $1.0M | 0.20% | +10K | +3223.1% | $96.47 | +0.4% |
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
15.4%
Technology
14.6%
Consumer Cyclical
11.3%
Consumer Defensive
9.3%
Energy
8.4%
Communication Services
8.3%
Basic Materials
7.8%
Healthcare
7.6%
Real Estate
6.6%
Industrials
6.4%