StockDriftsStockDriftsTop 50 Alpha Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.67% | 69.0K | $45.0M | +0.63%(+429) | $574.74(+30.77%) | 2026-03-31 | |
| AGG | ISHARES TR | 10.26% | 174.7K | $17.3M | +0.47%(+824) | $97.81(+0.85%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.07% | 101.7K | $6.9M | -11.65%(-13.42K) | $61.84(+18.75%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.68% | 71.8K | $6.2M | +0.35%(+247) | $66.93(+42.77%) | 2026-03-31 | |
| ALLW | SSGA ACTIVE TR | 3.59% | 210.4K | $6.1M | +12.90%(+24.04K) | $27.64(+9.24%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.51% | 55.8K | $5.9M | +6.39%(+3.35K) | $107.12(-0.43%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.88% | 83.5K | $4.9M | +7.95%(+6.15K) | $57.32(+17.19%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.84% | 62.7K | $4.8M | +0.02%(+15) | $65.81(+33.78%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.75% | 8.0K | $4.6M | +7.07%(+531) | $464.98(+54.80%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.31% | 31.4K | $3.9M | -3.44%(-1.12K) | $114.55(+18.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.76% | +43.37% |
| Top 20 Holdings Unweighted | +10.94% | +36.53% |
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