Top 50 Polaris Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11% | 23.1K | $15.1M | +14.07%(+2.85K) | $676.13(+10.30%) | 2026-03-31 | |
| IVE | ISHARES TR | 7.01% | 45.6K | $9.6M | +1.34%(+602) | $209.32(+7.32%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.84% | 82.9K | $9.4M | +5.87%(+4.60K) | $121.78(+12.70%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.38% | 150.4K | $8.8M | -2.68%(-4.15K) | $60.01(+10.72%) | 2026-03-31 | |
| IUSB | ISHARES TR | 5.9% | 175.1K | $8.1M | +6.25%(+10.29K) | $46.61(-1.33%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.63% | 110.8K | $7.7M | -0.30%(-337) | $66.57(+23.25%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.06% | 93.4K | $6.9M | +2.04%(+1.86K) | $69.69(+12.71%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.83% | 18.3K | $5.3M | +0.00%(+0) | $278.05(+44.80%) | 2026-03-31 | |
| OEF | ISHARES TR | 3.09% | 13.3K | $4.2M | -34.07%(-6.89K) | $337.90(+9.74%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.8% | 20.1K | $3.8M | -0.80%(-162) | $196.56(+7.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.30% | -27.83% |
| Top 20 Holdings Unweighted | -7.81% | -21.66% |
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