Top 50 Capital Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 9.48% | 8.43M | $591.7M | +1.10%(+91.67K) | $45.52(+61.15%) | 2026-03-31 | |
| IQLT | ISHARES TR | 4.43% | 5.99M | $276.7M | +3.47%(+200.69K) | $37.18(+31.08%) | 2026-03-31 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 2.99% | 4.28M | $186.8M | +2.10%(+88.12K) | $27.16(+63.52%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.89% | 4.58M | $180.4M | +4.56%(+199.46K) | $34.80(+21.61%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.08% | 976.1K | $129.7M | +79.79%(+433.17K) | $309.92(-46.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.94% | 420.4K | $120.9M | -0.11%(-469) | $72.75(+433.89%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.92% | 183.0K | $119.5M | +0.70%(+1.27K) | $511.35(+42.17%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 1.75% | 3.81M | $109.3M | +4.04%(+147.61K) | $29.35(-0.81%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.62% | 414.0K | $101.2M | -7.26%(-32.40K) | $136.82(+64.86%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.53% | 1.56M | $95.7M | +5.29%(+78.47K) | $44.24(+34.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.52% | +31.37% |
| Top 20 Holdings Unweighted | +8.47% | +27.63% |
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