StockDriftsStockDriftsTop 50 Ifg Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.83% | 120.4K | $78.3M | +6.61%(+7.46K) | $422.52(+75.69%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.11% | 103.3K | $61.7M | +10.96%(+10.20K) | $478.20(+42.70%) | 2026-03-31 | |
| EFA | ISHARES TR | 7.78% | 489.3K | $47.5M | +1.69%(+8.11K) | $71.12(+45.99%) | 2026-03-31 | |
| IJR | ISHARES TR | 7.47% | 367.1K | $45.6M | +1.59%(+5.74K) | $97.67(+38.50%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.11% | 64.7K | $37.3M | -0.06%(-40) | $210.73(+239.16%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.77% | 122.7K | $29.1M | +5.20%(+6.06K) | $201.10(+46.28%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 4.47% | 44.3K | $27.3M | -2.95%(-1.35K) | $376.57(+77.24%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.31% | 299.1K | $20.2M | +6.68%(+18.73K) | $57.26(+27.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.84% | 68.3K | $17.3M | +0.05%(+35) | $124.52(+140.01%) | 2026-03-31 | |
| ICF | ISHARES TR | 2.38% | 235.0K | $14.5M | -0.46%(-1.09K) | $57.77(+16.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.71% |
| Top 20 Holdings Unweighted | +10.64% | +35.45% |
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