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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | FPE | FIRST TR EXCH TRADED FD III | — | 2,574.0 | $46K | 0.01% | +143.0 | +5.9% | $17.88 | -0.8% |
| 402 | CEE | THE CENTRAL AND EASTERN EU I | Financial Services | 2,229.0 | $46K | 0.01% | — | — | $20.55 | +0.5% |
| 403 | SCHW | SCHWAB CHARLES CORP | Financial Services | 487.0 | $45K | 0.01% | -96.0 | -16.5% | $92.27 | +19.0% |
| 404 | RNP | COHEN & STEERS REIT & PFD & | Financial Services | 2,200.0 | $45K | 0.01% | — | — | $20.30 | +0.2% |
| 405 | UTF | COHEN & STEERS INFRASTRUCTUR | Financial Services | 1,608.0 | $44K | 0.01% | — | — | $27.59 | -1.8% |
| 406 | BNDX | VANGUARD CHARLOTTE FDS | — | 909.0 | $44K | 0.01% | — | — | $48.43 | -1.6% |
| 407 | CARS | CARS COM INC | Consumer Cyclical | 4,010.0 | $44K | 0.01% | — | — | $10.94 | +12.2% |
| 408 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 46.0 | $43K | 0.01% | — | — | $935.48 | -0.2% |
| 409 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 1,056.0 | $41K | 0.01% | — | — | $38.73 | +57.3% |
| 410 | SCHF | SCHWAB STRATEGIC TR | — | 1,458.0 | $40K | 0.01% | — | — | $27.70 | +1.9% |
| 411 | DNOW | DNOW INC | Energy | 3,111.0 | $40K | 0.01% | +110.0 | +3.7% | $12.97 | +19.8% |
| 412 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 223.0 | $40K | 0.01% | — | — | $180.91 | +5.9% |
| 413 | QQQM | INVESCO EXCH TRADED FD TR II | — | 127.0 | $38K | 0.01% | NEW | — | $302.97 | -3.4% |
| 414 | FBCG | FIDELITY COVINGTON TRUST | — | 619.0 | $38K | 0.01% | NEW | — | $62.11 | -1.4% |
| 415 | IXN | ISHARES TR | — | 265.0 | $38K | 0.01% | NEW | — | $144.48 | -3.7% |
| 416 | ONEQ | FIDELITY COMWLTH TR | — | 370.0 | $38K | 0.01% | NEW | — | $103.22 | -0.5% |
| 417 | MMM | 3M CO | Industrials | 230.0 | $37K | 0.01% | -50.0 | -17.9% | $161.91 | +10.0% |
| 418 | NULV | NUSHARES ETF TR | — | 737.0 | $37K | 0.01% | -551.0 | -42.8% | $49.99 | +5.8% |
| 419 | COTY | COTY INC | Consumer Defensive | 16,600.0 | $36K | 0.01% | — | — | $2.16 | +27.3% |
| 420 | AGG | ISHARES TR | — | 352.0 | $35K | 0.01% | +149.0 | +73.4% | $98.98 | -1.5% |
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
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%