StockDriftsStockDriftsTop 50 Kelly Financial Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.43% | 59.9K | $39.0M | +45.13%(+18.64K) | $519.29(+40.00%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 6.91% | 891.9K | $28.6M | new | $31.61(+10.62%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.06% | 119.1K | $25.1M | -7.61%(-9.81K) | $194.36(+15.14%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.19% | 190.6K | $21.5M | +4.21%(+7.70K) | $82.47(+59.40%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.06% | 361.4K | $21.0M | -33.52%(-182.25K) | $47.39(+36.18%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.19% | 334.5K | $17.3M | +2.86%(+9.31K) | $52.60(-0.94%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.45% | 205.6K | $14.3M | -41.83%(-147.85K) | $57.21(+40.10%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.26% | 591.2K | $13.5M | new | $22.97(-1.04%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.99% | 64.8K | $12.4M | -1.42%(-933) | $131.75(+57.50%) | 2026-03-31 | |
| TLH | ISHARES TR | 2.97% | 122.5K | $12.3M | -3.54%(-4.49K) | $102.19(-2.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.65% | +42.96% |
| Top 20 Holdings Unweighted | +11.36% | +38.08% |
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