Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 34,820.0 | $1.7M | 0.33% | -2K | -5.6% | $50.20 | -12.5% |
| 42 | IWR | ISHARES TR | — | 17,725.0 | $1.7M | 0.33% | — | — | $97.23 | +12.8% |
| 43 | MLPX | GLOBAL X FDS | — | 23,177.0 | $1.7M | 0.33% | -999.0 | -4.1% | $74.04 | +3.2% |
| 44 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,220.0 | $1.7M | 0.33% | -503.0 | -5.8% | $208.26 | +20.2% |
| 45 | UNM | UNUM GROUP | Financial Services | 23,401.0 | $1.7M | 0.33% | -300.0 | -1.3% | $73.03 | +22.4% |
| 46 | SRLN | SSGA ACTIVE ETF TR | — | 41,198.0 | $1.7M | 0.32% | -255.0 | -0.6% | $40.14 | +0.5% |
| 47 | SDY | SPDR SERIES TRUST | — | 11,291.0 | $1.6M | 0.32% | -134.0 | -1.2% | $145.94 | +6.4% |
| 48 | PWB | INVESCO EXCHANGE TRADED FD T | — | 13,003.0 | $1.6M | 0.31% | +581.0 | +4.7% | $125.93 | +23.3% |
| 49 | — | SEALED AIR CORP NEW | — | 38,675.0 | $1.6M | 0.31% | — | — | $42.05 | — |
| 50 | CSB | VICTORY PORTFOLIOS II | — | 26,334.0 | $1.6M | 0.31% | -1K | -4.5% | $61.75 | +9.8% |
| 51 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 24,934.0 | $1.6M | 0.31% | — | — | $64.61 | +25.6% |
| 52 | VLO | VALERO ENERGY CORP | Energy | 6,402.0 | $1.6M | 0.30% | -752.0 | -10.5% | $247.08 | +21.4% |
| 53 | FTEC | FIDELITY COVINGTON TRUST | — | 7,579.0 | $1.6M | 0.30% | +351.0 | +4.9% | $208.04 | +30.5% |
| 54 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 19,653.0 | $1.5M | 0.28% | +1K | +5.5% | $75.19 | +13.4% |
| 55 | SPXN | PROSHARES TR | — | 20,778.0 | $1.5M | 0.28% | +1K | +5.5% | $70.87 | +15.4% |
| 56 | AES | AES CORP | Utilities | 103,725.0 | $1.5M | 0.28% | — | — | $14.09 | +5.0% |
| 57 | QUAL | ISHARES TR | — | 7,519.0 | $1.4M | 0.28% | +384.0 | +5.4% | $191.82 | +14.7% |
| 58 | SLB | SLB LIMITED | Energy | 27,681.0 | $1.4M | 0.27% | -1K | -5.0% | $51.39 | -8.4% |
| 59 | CVS | CVS HEALTH CORP | Healthcare | 19,767.0 | $1.4M | 0.27% | -376.0 | -1.9% | $71.82 | +48.0% |
| 60 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 65,213.0 | $1.4M | 0.27% | — | — | $21.57 | -1.8% |
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
15.4%
Technology
14.6%
Consumer Cyclical
11.3%
Consumer Defensive
9.3%
Energy
8.4%
Communication Services
8.3%
Basic Materials
7.8%
Healthcare
7.6%
Real Estate
6.6%
Industrials
6.4%