Top 50 Portfolio Resources Advisor Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.12% | 12.5K | $8.2M | +47.55%(+4.04K) | $674.53(+7.78%) | 2026-03-31 | |
| IVW | ISHARES TR | 7.53% | 67.0K | $7.6M | +1.54%(+1.01K) | $121.93(+7.81%) | 2026-03-31 | |
| IVE | ISHARES TR | 7.24% | 34.5K | $7.3M | -13.25%(-5.27K) | $209.29(+6.93%) | 2026-03-31 | |
| IUSB | ISHARES TR | 5.69% | 124.1K | $5.7M | +9.09%(+10.33K) | $46.60(-1.23%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.44% | 78.5K | $5.5M | -12.61%(-11.32K) | $66.57(+20.40%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.15% | 89.2K | $5.2M | -15.73%(-16.64K) | $60.01(+7.54%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.63% | 13.1K | $4.7M | -0.12%(-16) | $369.46(+7.02%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.3% | 58.2K | $4.3M | +1.05%(+604) | $69.65(+10.59%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.86% | 15.0K | $2.9M | +1.93%(+284) | $196.53(+5.58%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.76% | 30.7K | $2.8M | +21.78%(+5.48K) | $88.67(+7.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.16% | +0.47% |
| Top 20 Holdings Unweighted | +0.15% | +0.46% |
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