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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | VALE | VALE S A | Basic Materials | 5,500.0 | $72K | 0.01% | NEW | — | $13.03 | +25.2% |
| 402 | DUK | DUKE ENERGY CORP NEW | Utilities | 600.0 | $70K | 0.01% | NEW | — | $117.21 | +4.8% |
| 403 | ESML | ISHARES TR | — | 1,526.0 | $70K | 0.01% | NEW | — | $45.98 | +9.8% |
| 404 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 1,225.0 | $69K | 0.01% | NEW | — | $56.62 | +17.2% |
| 405 | CEE | CENTRAL & EASTERN EUROPE FD | Financial Services | 3,915.0 | $69K | 0.01% | NEW | — | $17.70 | +17.3% |
| 406 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 500.0 | $69K | 0.01% | NEW | — | $137.80 | -0.9% |
| 407 | SHLD | GLOBAL X FDS | — | 1,037.0 | $67K | 0.01% | NEW | — | $64.79 | -1.2% |
| 408 | RRC | RANGE RES CORP | Energy | 1,900.0 | $67K | 0.01% | NEW | — | $35.26 | +20.1% |
| 409 | XLF | SELECT SECTOR SPDR TR | — | 1,190.0 | $65K | 0.01% | NEW | — | $54.77 | -6.7% |
| 410 | IUSB | ISHARES TR | — | 1,391.0 | $65K | 0.01% | NEW | — | $46.54 | -2.2% |
| 411 | EMHY | ISHARES INC | — | 1,589.0 | $64K | 0.01% | NEW | — | $40.37 | -1.2% |
| 412 | XRX | XEROX HOLDINGS CORP | Technology | 27,031.0 | $64K | 0.01% | NEW | — | $2.37 | +11.8% |
| 413 | VCLT | VANGUARD SCOTTSDALE FDS | — | 843.0 | $64K | 0.01% | NEW | — | $75.85 | -3.6% |
| 414 | SCHM | SCHWAB STRATEGIC TR | — | 2,109.0 | $63K | 0.01% | NEW | — | $30.07 | +11.6% |
| 415 | HAL | HALLIBURTON CO | Energy | 2,222.0 | $63K | 0.01% | NEW | — | $28.26 | +51.4% |
| 416 | — | ATLANTA BRAVES HLDGS INC | — | 1,570.0 | $62K | 0.01% | NEW | — | $39.45 | — |
| 417 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1,133.0 | $61K | 0.01% | NEW | — | $53.76 | +7.6% |
| 418 | BWA | BORGWARNER INC | Consumer Cyclical | 1,350.0 | $61K | 0.01% | NEW | — | $45.06 | +35.7% |
| 419 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 14,500.0 | $60K | 0.01% | NEW | — | $4.17 | +90.6% |
| 420 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 373.0 | $60K | 0.01% | NEW | — | $160.53 | +19.3% |
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
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%