StockDriftsStockDriftsTop 40 Financial Designs Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 22.54% | 284.2K | $40.5M | +0.38%(+1.09K) | $102.29(+54.95%) | 2026-03-31 | |
| AGG | ISHARES TR | 15.09% | 273.0K | $27.1M | +0.25%(+679) | $97.09(+1.73%) | 2026-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 7.75% | 231.5K | $13.9M | +0.01%(+16) | $49.36(+34.19%) | 2026-03-31 | |
| IXUS | ISHARES TR | 7.61% | 157.9K | $13.7M | -0.10%(-154) | $63.71(+47.08%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 7.51% | 300.9K | $13.5M | -0.65%(-1.96K) | $36.06(+25.93%) | 2026-03-31 | |
| HEGD | LISTED FDS TR | 7.51% | 546.3K | $13.5M | +0.03%(+189) | $22.27(+17.62%) | 2026-03-31 | |
| RUNN | STRATEGIC TRUST | 5.14% | 286.7K | $9.2M | -0.14%(-404) | $32.81(+0.25%) | 2026-03-31 | |
| TXUE | THORNBURG ETF TR | 4.95% | 276.5K | $8.9M | -1.22%(-3.40K) | $28.28(+19.70%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 4.95% | 225.4K | $8.9M | -0.69%(-1.56K) | $27.95(+54.08%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 2.22% | 119.0K | $4.0M | -9.79%(-12.91K) | $28.62(+18.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.36% | +27.24% |
| Top 20 Holdings Unweighted | +11.29% | +37.86% |
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