StockDriftsStockDriftsTop 50 Financial Advocates Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.22% | 71.4K | $18.2M | -67.87%(-150.77K) | $153.04(+78.65%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 4.36% | 21.8K | $7.8M | -57.73%(-29.82K) | $170.02(+145.11%) | 2025-09-30 | |
| AOA | ISHARES TR | 3.55% | 71.6K | $6.3M | +0.48%(+342) | $71.62(+25.94%) | 2025-09-30 | |
| MINT | PIMCO ETF TR | 3.39% | 59.9K | $6.0M | -18.04%(-13.18K) | $100.05(+0.60%) | 2025-09-30 | |
| IVV | ISHARES TR | 3.19% | 8.5K | $5.7M | -63.23%(-14.59K) | $472.69(+46.67%) | 2025-09-30 | |
| IUSB | ISHARES TR | 2.66% | 101.4K | $4.7M | -20.65%(-26.39K) | $45.62(+2.21%) | 2025-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 2.6% | 80.4K | $4.6M | -7.54%(-6.55K) | $38.71(+54.95%) | 2025-09-30 | |
| PTLC | PACER FDS TR | 2.54% | 82.4K | $4.5M | -23.42%(-25.18K) | $36.80(+54.47%) | 2025-09-30 | |
| AOM | ISHARES TR | 2.5% | 93.3K | $4.4M | +4.35%(+3.89K) | $41.56(+15.45%) | 2025-09-30 | |
| ITA | ISHARES TR | 2.35% | 20.0K | $4.2M | -1.84%(-375) | $124.07(+75.77%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.92% | +94.92% |
| Top 20 Holdings Unweighted | +21.57% | +79.68% |
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