Top 50 New England Capital Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HFSI | HARTFORD FDS EXCHANGE TRADED | 24.19% | 2.54M | $88.4M | +705.45%(+2.23M) | $35.15(+0.12%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 15.33% | 1.39M | $56.0M | -2.02%(-28.71K) | $20.36(+127.51%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 12.52% | 590.9K | $45.7M | +811.87%(+526.08K) | $77.69(-0.92%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.6% | 218.3K | $24.1M | -0.09%(-194) | $91.91(+28.18%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.01% | 114.5K | $22.0M | +1.62%(+1.83K) | $149.13(+36.07%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 4.92% | 496.7K | $18.0M | +0.51%(+2.51K) | $27.98(+33.37%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.13% | 202.4K | $11.5M | -3.25%(-6.79K) | $37.20(+61.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.83% | 105.4K | $10.3M | -7.18%(-8.15K) | $50.64(+134.67%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.77% | 221.7K | $10.1M | -4.31%(-10.00K) | $30.77(+63.35%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 2.1% | 282.8K | $7.7M | +81.82%(+127.25K) | $7620.97(-99.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.78% |
| Top 20 Holdings Unweighted | +10.00% | +33.10% |
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