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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | UNM | UNUM GROUP | Financial Services | 21,301.0 | $1.9M | 0.34% | -2K | -9.0% | $89.40 | +0.4% |
| 22 | TFC | TRUIST FINL CORP | Financial Services | 38,150.0 | $1.9M | 0.34% | -377.0 | -1.0% | $49.82 | +5.2% |
| 23 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,508.0 | $1.8M | 0.32% | -712.0 | -8.7% | $238.34 | +8.9% |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 19,403.0 | $1.7M | 0.31% | -250.0 | -1.3% | $90.10 | -3.8% |
| 25 | SPXN | PROSHARES TR | — | 20,430.0 | $1.7M | 0.30% | -348.0 | -1.7% | $82.27 | +2.1% |
| 26 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 16,416.0 | $1.7M | 0.30% | -158.0 | -0.9% | $101.88 | +12.9% |
| 27 | QUAL | ISHARES TR | — | 7,412.0 | $1.6M | 0.29% | -107.0 | -1.4% | $219.43 | +2.1% |
| 28 | SDY | SPDR SERIES TRUST | — | 10,656.0 | $1.6M | 0.29% | -635.0 | -5.6% | $152.18 | +3.6% |
| 29 | SRLN | SSGA ACTIVE ETF TR | — | 40,057.0 | $1.6M | 0.29% | -1K | -2.8% | $40.29 | +0.5% |
| 30 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 17,625.0 | $1.6M | 0.29% | -7K | -29.3% | $91.20 | -14.3% |
| 31 | VLO | VALERO ENERGY CORP | Energy | 6,077.0 | $1.6M | 0.28% | -325.0 | -5.1% | $260.44 | +34.4% |
| 32 | SLYG | SPDR SERIES TRUST | — | 13,234.0 | $1.6M | 0.28% | -622.0 | -4.5% | $119.13 | -1.9% |
| 33 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,659.0 | $1.5M | 0.28% | -869.0 | -24.6% | $580.91 | -16.6% |
| 34 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 22,289.0 | $1.5M | 0.27% | -745.0 | -3.2% | $68.11 | -12.6% |
| 35 | AES | AES CORP | Utilities | 101,767.0 | $1.5M | 0.27% | -2K | -1.9% | $14.66 | +0.5% |
| 36 | CVS | CVS HEALTH CORP | Healthcare | 13,760.0 | $1.4M | 0.26% | -6K | -30.4% | $103.45 | -8.3% |
| 37 | IWR | ISHARES TR | — | 12,640.0 | $1.4M | 0.25% | -5K | -28.7% | $110.32 | +2.4% |
| 38 | FDIS | FIDELITY COVINGTON TRUST | — | 13,219.0 | $1.4M | 0.24% | -221.0 | -1.6% | $102.84 | -1.2% |
| 39 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 63,225.0 | $1.4M | 0.24% | -2K | -3.0% | $21.40 | -2.5% |
| 40 | CWB | SPDR SERIES TRUST | — | 12,516.0 | $1.3M | 0.24% | -1K | -7.6% | $107.82 | -3.1% |
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
17.1%
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%