StockDriftsStockDriftsTop 50 Invested Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.17% | 51.6K | $5.1M | -1.07%(-559) | $99.74(-1.08%) | 2026-03-31 | |
| SUB | ISHARES TR | 4.89% | 45.5K | $4.8M | +5.32%(+2.30K) | $106.57(-0.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.97% | 6.0K | $3.9M | -0.40%(-24) | $650.38(+14.66%) | 2026-03-31 | |
| ISTB | ISHARES TR | 3.66% | 74.8K | $3.6M | +25.69%(+15.30K) | $48.72(-0.96%) | 2026-03-31 | |
| ACWX | ISHARES TR | 3.47% | 50.2K | $3.4M | +13.99%(+6.17K) | $65.16(+15.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 12.9K | $3.3M | -1.74%(-228) | $237.11(+26.05%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 2.94% | 120.0K | $2.9M | +0.43%(+508) | $20.54(+25.36%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.92% | 6.8K | $2.9M | +1.67%(+111) | $459.10(-72.92%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.81% | 13.0K | $2.8M | -12.92%(-1.93K) | $201.61(+16.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.02% | 5.4K | $2.0M | -2.17%(-120) | $507.38(-20.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.04% | +6.26% |
| Top 20 Holdings Unweighted | +6.83% | +21.90% |
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