StockDriftsStockDriftsTop 6 Capital Advisory Group Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLRN | SPDR SERIES TRUST | 29.5% | 21.6K | $664K | -90.55%(-206.72K) | $30.59(+0.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 18.49% | 640 | $416K | -98.52%(-42.47K) | $465.40(+55.51%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 16.85% | 819 | $379K | -97.45%(-31.33K) | $430.95(+14.39%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 16.11% | 4.6K | $363K | -97.67%(-192.12K) | $54.99(+59.77%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.8% | 3.3K | $221K | -95.43%(-68.19K) | $41.15(+78.06%) | 2026-03-31 | |
| DVY | ISHARES TR | 9.25% | 1.4K | $208K | -93.70%(-20.46K) | $111.91(+38.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.68% | +54.82% |
| Top 20 Holdings Unweighted | +16.01% | +56.15% |
Sign up free to track Capital Advisory Group Advisory Services, Llc, compare funds side by side, and get alerts the moment positions change.