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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | NTRA | NATERA INC | Healthcare | 9.0 | $2K | — | — | — | $271.44 | +20.7% |
| 662 | UEIC | UNIVERSAL ELECTRS INC | Technology | 500.0 | $2K | — | — | — | $4.77 | -7.5% |
| 663 | KGC | KINROSS GOLD CORP | Basic Materials | 100.0 | $2K | — | — | — | $23.62 | +39.6% |
| 664 | PRN | INVESCO EXCHANGE TRADED FD T | — | 9.0 | $2K | — | NEW | — | $260.67 | -22.4% |
| 665 | W | WAYFAIR INC | Consumer Cyclical | 25.0 | $2K | — | — | — | $92.44 | +11.6% |
| 666 | VO | VANGUARD INDEX FDS | — | 28.0 | $2K | — | NEW | — | $80.57 | +2.8% |
| 667 | EMB | ISHARES TR | — | 23.0 | $2K | — | — | — | $96.43 | -1.6% |
| 668 | — | CEREBRAS SYSTEMS INC | — | 10.0 | $2K | — | NEW | — | $221.00 | — |
| 669 | CI | THE CIGNA GROUP | Healthcare | 8.0 | $2K | — | — | — | $275.62 | +1.8% |
| 670 | LYFT | LYFT INC | Technology | 150.0 | $2K | — | — | — | $14.61 | +21.0% |
| 671 | PGR | PROGRESSIVE CORP | Financial Services | 10.0 | $2K | — | — | — | $218.50 | +2.5% |
| 672 | VGIT | VANGUARD SCOTTSDALE FDS | — | 37.0 | $2K | — | — | — | $58.97 | -1.0% |
| 673 | IAGG | ISHARES TR | — | 43.0 | $2K | — | -219.0 | -83.6% | $50.60 | -1.6% |
| 674 | SPIP | SPDR SERIES TRUST | — | 84.0 | $2K | — | — | — | $25.68 | -2.1% |
| 675 | SPAB | SPDR SERIES TRUST | — | 84.0 | $2K | — | — | — | $25.52 | -1.5% |
| 676 | RJF | RAYMOND JAMES FINL INC | Financial Services | 14.0 | $2K | — | — | — | $152.00 | +16.2% |
| 677 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 10.0 | $2K | — | — | — | $212.70 | +15.5% |
| 678 | DHI | D R HORTON INC | Consumer Cyclical | 13.0 | $2K | — | — | — | $162.85 | -8.5% |
| 679 | IYZ | ISHARES TR | — | 49.0 | $2K | — | NEW | — | $42.31 | +0.7% |
| 680 | — | ANGLOGOLD ASHANTI PLC | — | 25.0 | $2K | — | — | — | $80.88 | — |
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
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%