Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | QDEF | FLEXSHARES TR | — | 3,325.0 | $289K | 0.05% | +96.0 | +3.0% | $87.02 | +4.7% |
| 42 | SPSB | SPDR SERIES TRUST | — | 9,368.0 | $281K | 0.05% | +285.0 | +3.1% | $30.01 | -0.3% |
| 43 | INTU | INTUIT | Technology | 1,077.0 | $281K | 0.05% | +100.0 | +10.2% | $261.00 | +34.4% |
| 44 | BAX | BAXTER INTL INC | Healthcare | 12,777.0 | $272K | 0.05% | +301.0 | +2.4% | $21.32 | +22.3% |
| 45 | ESGU | ISHARES TR | — | 1,565.0 | $256K | 0.05% | +54.0 | +3.6% | $163.67 | +2.8% |
| 46 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,174.0 | $251K | 0.04% | +107.0 | +3.5% | $79.03 | -0.6% |
| 47 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,455.0 | $246K | 0.04% | +104.0 | +3.1% | $71.25 | +1.7% |
| 48 | MGK | VANGUARD WORLD FD | — | 2,792.0 | $245K | 0.04% | +2K | +491.5% | $87.91 | +1.6% |
| 49 | LVHD | LEGG MASON ETF INVT | — | 5,271.0 | $232K | 0.04% | +196.0 | +3.9% | $44.00 | +1.8% |
| 50 | TFLO | ISHARES TR | — | 3,912.0 | $198K | 0.04% | +168.0 | +4.5% | $50.63 | -0.1% |
| 51 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 7,182.0 | $195K | 0.04% | +257.0 | +3.7% | $27.19 | -0.0% |
| 52 | MBSD | FLEXSHARES TR | — | 9,454.0 | $195K | 0.04% | +419.0 | +4.6% | $20.62 | -1.0% |
| 53 | GNMA | ISHARES TR | — | 4,383.0 | $194K | 0.04% | +193.0 | +4.6% | $44.23 | -1.5% |
| 54 | GBIL | GOLDMAN SACHS ETF TR | — | 1,931.0 | $193K | 0.04% | +85.0 | +4.6% | $100.16 | -0.1% |
| 55 | SHV | ISHARES TR | — | 1,750.0 | $193K | 0.04% | +77.0 | +4.6% | $110.35 | -0.1% |
| 56 | IEI | ISHARES TR | — | 1,636.0 | $192K | 0.03% | +70.0 | +4.5% | $117.45 | -0.8% |
| 57 | TDTF | FLEXSHARES TR | — | 8,069.0 | $192K | 0.03% | +361.0 | +4.7% | $23.77 | -1.8% |
| 58 | NULG | NUSHARES ETF TR | — | 1,412.0 | $165K | 0.03% | +77.0 | +5.8% | $117.06 | -1.2% |
| 59 | ESGV | VANGUARD WORLD FD | — | 1,143.0 | $151K | 0.03% | +66.0 | +6.1% | $132.24 | +2.6% |
| 60 | SUSA | ISHARES TR | — | 940.0 | $145K | 0.03% | +22.0 | +2.4% | $154.30 | +2.6% |
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
17.1%
Technology
15.3%
Consumer Cyclical
10.9%
Consumer Defensive
9.9%
Healthcare
9.6%
Communication Services
7.6%
Industrials
7.1%
Energy
6.4%
Real Estate
6.2%
Basic Materials
5.5%