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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | NULV | NUSHARES ETF TR | — | 1,288.0 | $59K | 0.01% | -26.0 | -2.0% | $45.50 | +9.4% |
| 382 | LXFR | LUXFER HLDGS PLC | Industrials | 4,800.0 | $58K | 0.01% | -1K | -21.3% | $12.18 | +24.9% |
| 383 | ESGD | ISHARES TR | — | 589.0 | $56K | 0.01% | — | — | $95.62 | +5.6% |
| 384 | SPYX | SPDR SERIES TRUST | — | 1,051.0 | $56K | 0.01% | — | — | $53.03 | +13.3% |
| 385 | QYLD | GLOBAL X FDS | — | 3,204.0 | $55K | 0.01% | — | — | $17.15 | +3.2% |
| 386 | SCHW | SCHWAB CHARLES CORP | Financial Services | 583.0 | $55K | 0.01% | +53.0 | +10.0% | $93.98 | -2.9% |
| 387 | MORT | VANECK ETF TRUST | — | 5,258.0 | $54K | 0.01% | — | — | $10.26 | -3.2% |
| 388 | NBR | NABORS INDUSTRIES LTD | Energy | 622.0 | $54K | 0.01% | — | — | $86.06 | +26.1% |
| 389 | DNP | DNP SELECT INCOME FD INC | Financial Services | 5,092.0 | $52K | 0.01% | — | — | $10.30 | +4.6% |
| 390 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 1,500.0 | $52K | 0.01% | — | — | $34.74 | +3.6% |
| 391 | DAVA | ENDAVA PLC | Technology | 11,750.0 | $52K | 0.01% | — | — | $4.42 | -12.2% |
| 392 | NOBL | PROSHARES TR | — | 469.0 | $50K | 0.01% | — | — | $106.01 | -0.1% |
| 393 | SCHP | SCHWAB STRATEGIC TR | — | 1,816.0 | $48K | 0.01% | — | — | $26.61 | -0.2% |
| 394 | XLF | SELECT SECTOR SPDR TR | — | 944.0 | $47K | 0.01% | -246.0 | -20.7% | $49.37 | +3.0% |
| 395 | USXF | ISHARES TR | — | 839.0 | $46K | 0.01% | +290.0 | +52.8% | $55.20 | +18.4% |
| 396 | CB | CHUBB LIMITED | Financial Services | 142.0 | $46K | 0.01% | -155.0 | -52.2% | $325.93 | +0.5% |
| 397 | DFUV | DIMENSIONAL ETF TRUST | — | 954.0 | $46K | 0.01% | — | — | $48.46 | +7.8% |
| 398 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 46.0 | $46K | 0.01% | — | — | $996.43 | +9.3% |
| 399 | CLW | CLEARWATER PAPER CORP | Basic Materials | 3,150.0 | $45K | 0.01% | +400.0 | +14.6% | $14.38 | -4.7% |
| 400 | XLY | SELECT SECTOR SPDR TR | — | 412.0 | $45K | 0.01% | +8.0 | +2.0% | $108.98 | +5.5% |
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%