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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | SCHR | SCHWAB STRATEGIC TR | — | 180.0 | $5K | 0.00% | NEW | — | $25.08 | -2.2% |
| 702 | IYR | ISHARES TR | — | 48.0 | $5K | 0.00% | NEW | — | $93.90 | +7.5% |
| 703 | FE | FIRSTENERGY CORP | Utilities | 100.0 | $4K | 0.00% | NEW | — | $44.77 | -2.1% |
| 704 | NGVT | INGEVITY CORP | Basic Materials | 75.0 | $4K | 0.00% | NEW | — | $59.19 | +14.2% |
| 705 | RWR | SPDR SERIES TRUST | — | 45.0 | $4K | 0.00% | NEW | — | $98.22 | +11.3% |
| 706 | ICF | ISHARES TR | — | 73.0 | $4K | 0.00% | NEW | — | $59.67 | +12.2% |
| 707 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 51.0 | $4K | 0.00% | NEW | — | $84.35 | -13.9% |
| 708 | SRVR | PACER FDS TR | — | 150.0 | $4K | 0.00% | NEW | — | $28.64 | +18.0% |
| 709 | DWAS | INVESCO EXCH TRADED FD TR II | — | 44.0 | $4K | 0.00% | NEW | — | $96.77 | +14.2% |
| 710 | PCEF | INVESCO EXCH TRADED FD TR II | — | 213.0 | $4K | 0.00% | NEW | — | $19.88 | -1.2% |
| 711 | — | ANNALY CAPITAL MANAGEMENT IN | — | 187.0 | $4K | 0.00% | NEW | — | $22.36 | — |
| 712 | SPSM | SPDR SERIES TRUST | — | 87.0 | $4K | 0.00% | NEW | — | $46.86 | +11.6% |
| 713 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 22.0 | $4K | 0.00% | NEW | — | $181.27 | -23.6% |
| 714 | REM | ISHARES TR | — | 178.0 | $4K | 0.00% | NEW | — | $22.18 | -1.9% |
| 715 | LPG | DORIAN LPG LTD | Energy | 160.0 | $4K | 0.00% | NEW | — | $24.34 | +67.9% |
| 716 | CLX | CLOROX CO DEL | Consumer Defensive | 38.0 | $4K | 0.00% | NEW | — | $101.84 | -8.9% |
| 717 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 22.0 | $4K | 0.00% | NEW | — | $175.59 | +1.0% |
| 718 | — | STARZ ENTERTAINMENT CORP. | — | 315.0 | $4K | 0.00% | NEW | — | $11.70 | — |
| 719 | VGLT | VANGUARD SCOTTSDALE FDS | — | 66.0 | $4K | 0.00% | NEW | — | $55.80 | -4.1% |
| 720 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 19.0 | $4K | 0.00% | NEW | — | $193.42 | +3.2% |
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%