Top 50 Financial Partners Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.62% | 123.1K | $80.4M | +1.77%(+2.14K) | $278.80(+160.76%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.18% | 391.6K | $43.3M | +0.31%(+1.23K) | $84.44(+42.30%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.7% | 60.4K | $39.3M | -0.45%(-271) | $502.32(+44.09%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.44% | 543.0K | $37.1M | +0.82%(+4.42K) | $48.60(+53.28%) | 2026-03-31 | |
| OEF | ISHARES TR | 4.3% | 113.1K | $36.0M | -0.41%(-470) | $197.26(+81.54%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.79% | 133.4K | $31.7M | +0.12%(+166) | $161.10(+74.19%) | 2026-03-31 | |
| IGIB | ISHARES TR | 3.07% | 482.1K | $25.7M | +1.10%(+5.23K) | $50.79(+4.46%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.06% | 179.5K | $25.6M | +0.24%(+421) | $77.12(+105.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.98% | 98.3K | $24.9M | -0.83%(-818) | $70.29(+304.28%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 2.63% | 105.5K | $22.0M | +0.04%(+46) | $66.34(+284.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.62% | +39.06% |
| Top 20 Holdings Unweighted | +11.35% | +38.05% |
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