StockDriftsStockDriftsTop 50 JNBA Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.15% | 241.8K | $157.9M | -33.65%(-122.62K) | $557.04(+34.36%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 9.53% | 2.51M | $114.4M | +11.05%(+249.55K) | $36.39(+37.59%) | 2026-03-31 | |
| SGOV | ISHARES TR | 7.1% | 847.3K | $85.3M | +66772.30%(+846.00K) | $100.52(-0.08%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5% | 708.2K | $60.1M | new | $83.58(+7.59%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.51% | 802.7K | $54.2M | -2.02%(-16.52K) | $41.75(+82.23%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.2% | 851.3K | $50.4M | -3.83%(-33.89K) | $50.87(+31.02%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.56% | 97.7K | $42.7M | +3.90%(+3.67K) | $52.06(+64.23%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.11% | 794.9K | $37.3M | -1.08%(-8.68K) | $37.39(+36.71%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.88% | 358.1K | $34.6M | -4.41%(-16.54K) | $64.66(+64.39%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.79% | 521.9K | $33.4M | +10.42%(+49.24K) | $42.69(+65.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.87% | +36.27% |
| Top 20 Holdings Unweighted | +11.12% | +37.21% |
Sign up free to track JNBA Financial Advisors, compare funds side by side, and get alerts the moment positions change.