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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | MG | MISTRAS GROUP INC | Industrials | 800.0 | $10K | 0.00% | NEW | — | $12.65 | +34.4% |
| 622 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 48.0 | $10K | 0.00% | NEW | — | $208.75 | -32.4% |
| 623 | — | ANYWHERE REAL ESTATE INC | — | 700.0 | $10K | 0.00% | NEW | — | $14.16 | — |
| 624 | IEF | ISHARES TR | — | 101.0 | $10K | 0.00% | NEW | — | $96.16 | -2.8% |
| 625 | NOK | NOKIA CORP | Technology | 1,500.0 | $10K | 0.00% | NEW | — | $6.47 | +115.6% |
| 626 | UCB | UNITED CMNTY BKS BLAIRSVLE G | Financial Services | 307.0 | $10K | 0.00% | NEW | — | $31.22 | +2.7% |
| 627 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 209.0 | $10K | 0.00% | NEW | — | $45.84 | +0.0% |
| 628 | XLRE | SELECT SECTOR SPDR TR | — | 232.0 | $9K | 0.00% | NEW | — | $40.35 | +8.4% |
| 629 | BHC | BAUSCH HEALTH COS INC | Healthcare | 1,300.0 | $9K | 0.00% | NEW | — | $6.95 | -23.2% |
| 630 | FPXI | FIRST TR EXCHANGE TRADED FD | — | 150.0 | $9K | 0.00% | NEW | — | $59.14 | +21.3% |
| 631 | THRO | BLACKROCK ETF TRUST | — | 228.0 | $9K | 0.00% | NEW | — | $38.56 | +9.5% |
| 632 | — | J P MORGAN EXCHANGE TRADED F | — | 172.0 | $9K | 0.00% | NEW | — | $50.59 | — |
| 633 | IVE | ISHARES TR | — | 41.0 | $9K | 0.00% | NEW | — | $212.07 | +6.1% |
| 634 | — | SYNCHRONOSS TECHNOLOGIES INC | — | 1,004.0 | $9K | 0.00% | NEW | — | $8.56 | — |
| 635 | — | TELEFONICA S A | — | 2,115.0 | $9K | 0.00% | NEW | — | $4.05 | — |
| 636 | EPC | EDGEWELL PERS CARE CO | Consumer Defensive | 500.0 | $9K | 0.00% | NEW | — | $17.05 | -6.6% |
| 637 | BMO | BANK MONTREAL QUE | Financial Services | 65.0 | $8K | 0.00% | NEW | — | $129.78 | +18.5% |
| 638 | — | BRIGHTSTAR LOTTERY PLC | — | 544.0 | $8K | 0.00% | NEW | — | $15.48 | — |
| 639 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 45.0 | $8K | 0.00% | NEW | — | $185.51 | -13.2% |
| 640 | UBER | UBER TECHNOLOGIES INC | Technology | 100.0 | $8K | 0.00% | NEW | — | $81.71 | -8.1% |
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%