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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | — | 82,197.0 | $22.8M | 4.17% | NEW | — | $276.94 | +5.3% |
| 2 | SPYG | SPDR SERIES TRUST | — | 205,901.0 | $22.0M | 4.02% | NEW | — | $106.70 | +10.2% |
| 3 | OEF | ISHARES TR | — | 58,423.0 | $20.0M | 3.67% | NEW | — | $342.97 | +7.5% |
| 4 | SCHX | SCHWAB STRATEGIC TR | — | 741,079.0 | $19.9M | 3.65% | NEW | — | $26.91 | +7.9% |
| 5 | SPYM | SPDR SERIES TRUST | — | 248,254.0 | $19.9M | 3.65% | NEW | — | $80.22 | +8.2% |
| 6 | VV | VANGUARD INDEX FDS | — | 59,915.0 | $18.9M | 3.45% | NEW | — | $314.80 | +7.9% |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 172,565.0 | $16.0M | 2.92% | NEW | — | $92.51 | +1.5% |
| 8 | — | FIDELITY COVINGTON TRUST | — | 213,079.0 | $15.8M | 2.90% | NEW | — | $74.28 | — |
| 9 | VSDA | VICTORY PORTFOLIOS II | — | 294,790.0 | $15.6M | 2.85% | NEW | — | $52.78 | +3.7% |
| 10 | SPTM | SPDR SERIES TRUST | — | 141,148.0 | $11.6M | 2.13% | NEW | — | $82.50 | +8.3% |
| 11 | ITOT | ISHARES TR | — | 65,424.0 | $9.7M | 1.78% | NEW | — | $148.69 | +8.2% |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | — | 70,717.0 | $8.6M | 1.58% | NEW | — | $121.75 | +4.9% |
| 13 | VYM | VANGUARD WHITEHALL FDS | — | 59,407.0 | $8.5M | 1.56% | NEW | — | $143.52 | +9.1% |
| 14 | ILCG | ISHARES TR | — | 81,507.0 | $8.5M | 1.55% | NEW | — | $104.04 | +10.1% |
| 15 | DIVO | AMPLIFY ETF TR | — | 189,755.0 | $8.4M | 1.55% | NEW | — | $44.50 | +2.5% |
| 16 | PAVE | GLOBAL X FDS | — | 175,465.0 | $8.4M | 1.54% | NEW | — | $47.79 | +14.5% |
| 17 | SCHD | SCHWAB STRATEGIC TR | — | 267,435.0 | $7.3M | 1.34% | NEW | — | $27.43 | +16.8% |
| 18 | PEY | INVESCO EXCHANGE TRADED FD T | — | 359,092.0 | $7.3M | 1.34% | NEW | — | $20.39 | +7.1% |
| 19 | MSFT | MICROSOFT CORP | Technology | 13,307.0 | $6.4M | 1.18% | NEW | — | $483.62 | -12.4% |
| 20 | PGX | INVESCO EXCH TRADED FD TR II | — | 540,521.0 | $6.1M | 1.11% | NEW | — | $11.24 | -2.0% |
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%