StockDriftsStockDriftsTop 50 Annex Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | 7.22% | 17.68M | $385.1M | +4.15%(+704.13K) | $21.79(-0.32%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 4.51% | 5.58M | $240.5M | +308.56%(+4.21M) | $42.74(+5.53%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.02% | 1.93M | $214.5M | -21.72%(-535.37K) | $85.54(+43.93%) | 2026-03-31 | |
| SMTH | ALPS ETF TR | 3.89% | 8.06M | $207.5M | +15.52%(+1.08M) | $25.92(-0.68%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.13% | 3.71M | $167.3M | +29.24%(+838.70K) | $46.21(+8.14%) | 2026-03-31 | |
| IOO | ISHARES TR | 2.88% | 1.27M | $153.9M | -0.40%(-5.11K) | $97.82(+39.58%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.86% | 3.91M | $152.4M | new | $38.53(+6.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.65% | 809.8K | $141.2M | +12.78%(+91.74K) | $105.52(+86.22%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.47% | 1.56M | $132.0M | -17.57%(-331.56K) | $61.67(+44.69%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.31% | 1.53M | $123.5M | -27.22%(-573.40K) | $58.23(+58.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.56% | +42.61% |
| Top 20 Holdings Unweighted | +14.46% | +49.95% |
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