StockDriftsStockDriftsTop 50 Iam Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.86% | 1.45M | $61.9M | +1.93%(+27.55K) | $40.84(+14.24%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 13.06% | 663.7K | $58.3M | +0.29%(+1.92K) | $74.06(+26.90%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 9.1% | 383.2K | $40.6M | -0.90%(-3.47K) | $81.13(+32.08%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.58% | 398.7K | $33.8M | -2.74%(-11.24K) | $66.94(+33.31%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 6.38% | 1.27M | $28.5M | +1.38%(+17.39K) | $22.55(-0.91%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.57% | 618.2K | $24.8M | -1.89%(-11.91K) | $39.90(+13.17%) | 2026-03-31 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 3.28% | 568.0K | $14.6M | +1.96%(+10.94K) | $25.88(-0.28%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 3.17% | 134.6K | $14.1M | -1.29%(-1.76K) | $58.49(+92.70%) | 2026-03-31 | |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 2.83% | 161.5K | $12.6M | -0.57%(-922) | $44.80(+91.56%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.16% | 25.1K | $9.6M | -7.40%(-2.01K) | $142.57(+266.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.75% | +28.61% |
| Top 20 Holdings Unweighted | +14.41% | +49.75% |
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