StockDriftsStockDriftsTop 50 Pacific Financial Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.3% | 32.1K | $21.0M | -8.07%(-2.82K) | $416.97(+80.24%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.78% | 21.8K | $12.6M | +364.99%(+17.11K) | $526.43(+36.73%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.53% | 90.8K | $10.3M | -11.82%(-12.17K) | $60.34(+130.21%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.09% | 14.5K | $9.4M | -6.33%(-981) | $480.91(+55.57%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.64% | 54.3K | $6.7M | -4.56%(-2.59K) | $83.44(+63.16%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.54% | 15.0K | $6.6M | -9.21%(-1.52K) | $63.56(+39.22%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.24% | 93.9K | $6.0M | -8.65%(-8.88K) | $58.15(+21.33%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.06% | 26.9K | $5.7M | -8.79%(-2.59K) | $128.64(+75.03%) | 2026-03-31 | |
| IMCB | ISHARES TR | 3% | 66.7K | $5.6M | -2.18%(-1.49K) | $55.95(+63.20%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.88% | 76.3K | $5.4M | -5.94%(-4.82K) | $55.31(+33.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.88% | +55.62% |
| Top 20 Holdings Unweighted | +12.52% | +42.46% |
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