Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | SYM | SYMBOTIC INC | Industrials | 30.0 | $2K | — | NEW | — | $59.50 | -20.5% |
| 762 | XITK | SPDR SERIES TRUST | — | 10.0 | $2K | — | NEW | — | $178.40 | +1.8% |
| 763 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 75.0 | $2K | — | NEW | — | $23.69 | -4.3% |
| 764 | BWXT | BWX TECHNOLOGIES INC | Industrials | 10.0 | $2K | — | NEW | — | $172.80 | +16.9% |
| 765 | CSTE | CAESARSTONE LTD | Industrials | 900.0 | $2K | — | NEW | — | $1.86 | -12.4% |
| 766 | VSTS | VESTIS CORPORATION | Industrials | 250.0 | $2K | — | NEW | — | $6.67 | +83.6% |
| 767 | HR | HEALTHCARE RLTY TR | Real Estate | 97.0 | $2K | — | NEW | — | $16.95 | +19.7% |
| 768 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 125.0 | $2K | — | NEW | — | $12.86 | +10.9% |
| 769 | IYK | ISHARES TR | — | 23.0 | $2K | — | NEW | — | $65.74 | +10.9% |
| 770 | IFN | INDIA FD INC | Financial Services | 110.0 | $2K | — | NEW | — | $13.71 | -15.5% |
| 771 | W | WAYFAIR INC | Consumer Cyclical | 15.0 | $2K | — | NEW | — | $100.40 | -42.0% |
| 772 | — | BROWN FORMAN CORP | — | 57.0 | $1K | — | NEW | — | $26.05 | — |
| 773 | SYY | SYSCO CORP | Consumer Defensive | 20.0 | $1K | — | NEW | — | $73.70 | -1.5% |
| 774 | — | INVESCO EXCH TRADED FD TR II | — | 61.0 | $1K | — | NEW | — | $24.07 | — |
| 775 | IEV | ISHARES TR | — | 21.0 | $1K | — | NEW | — | $67.24 | +6.4% |
| 776 | HEDJ | WISDOMTREE TR | — | 25.0 | $1K | — | NEW | — | $54.00 | +2.3% |
| 777 | DAX | GLOBAL X FDS | — | 28.0 | $1K | — | NEW | — | $46.21 | -3.2% |
| 778 | HYLB | DBX ETF TR | — | 35.0 | $1K | — | NEW | — | $36.83 | -1.4% |
| 779 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 13.0 | $1K | — | NEW | — | $98.31 | +13.3% |
| 780 | CDE | COEUR MNG INC | Basic Materials | 68.0 | $1K | — | NEW | — | $17.82 | -1.8% |
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%