StockDriftsStockDriftsTop 50 Advocate Investing Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | 11.47% | 270.1K | $13.5M | -16.20%(-52.22K) | $50.24(-0.02%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 8.55% | 283.6K | $10.1M | -0.11%(-300) | $37.96(+5.90%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 3.91% | 56.3K | $4.6M | +33.17%(+14.01K) | $78.47(+7.96%) | 2026-03-31 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 3.72% | 88.5K | $4.4M | +84.18%(+40.43K) | $48.76(+1.45%) | 2026-03-31 | |
| IXC | ISHARES TR | 3.08% | 63.2K | $3.6M | -0.32%(-200) | $41.84(+30.98%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.89% | 15.9K | $3.4M | +2.29%(+355) | $217.78(+5.01%) | 2026-03-31 | |
| XME | SPDR SERIES TRUST | 2.86% | 31.2K | $3.4M | -0.27%(-84) | $98.40(+25.35%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.82% | 16.2K | $2.1M | -0.35%(-56) | $142.45(+24.15%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.78% | 34.3K | $2.1M | -0.42%(-145) | $44.69(+28.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.68% | 7.8K | $2.0M | +0.00%(+0) | $263.24(+13.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.73% | -2.18% |
| Top 20 Holdings Unweighted | +2.14% | +6.56% |
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