StockDriftsStockDriftsTop 50 LiftPoint Family Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.29% | 26.4K | $17.3M | +17.85%(+4.00K) | $675.90(+10.33%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 8.86% | 183.9K | $10.7M | -0.79%(-1.47K) | $60.01(+10.72%) | 2026-03-31 | |
| IVW | ISHARES TR | 7.35% | 78.4K | $8.9M | +5.51%(+4.09K) | $121.79(+12.69%) | 2026-03-31 | |
| IEMG | ISHARES INC | 7.3% | 126.4K | $8.8M | +5.10%(+6.14K) | $66.66(+23.08%) | 2026-03-31 | |
| IVE | ISHARES TR | 7.16% | 40.9K | $8.6M | +1.04%(+420) | $209.31(+7.32%) | 2026-03-31 | |
| EFV | ISHARES TR | 7.01% | 113.8K | $8.5M | -0.48%(-548) | $69.62(+12.81%) | 2026-03-31 | |
| EFG | ISHARES TR | 4.62% | 50.1K | $5.6M | +113.92%(+26.67K) | $113.23(+7.20%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 4.05% | 135.0K | $4.9M | +7.71%(+9.66K) | $38.15(+11.61%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.95% | 24.9K | $4.8M | +4.43%(+1.05K) | $196.50(+7.36%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 2.92% | 107.0K | $3.5M | +31.01%(+25.32K) | $33.59(+44.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.90% | -21.88% |
| Top 20 Holdings Unweighted | -0.09% | -0.28% |
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