StockDriftsStockDriftsTop 50 Rtd Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.96% | 148.9K | $97.3M | +4.31%(+6.16K) | $467.18(+55.61%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.25% | 632.6K | $42.7M | +0.62%(+3.90K) | $60.80(+20.51%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.83% | 839.1K | $39.3M | +3.23%(+26.22K) | $51.46(-8.91%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.8% | 91.6K | $39.0M | +0.32%(+296) | $288.14(-58.21%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.3% | 281.5K | $35.0M | -1.26%(-3.58K) | $111.14(+24.26%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.14% | 94.5K | $33.7M | -1.33%(-1.27K) | $254.55(+55.34%) | 2026-03-31 | |
| IWX | ISHARES TR | 3.07% | 270.0K | $25.0M | +11.40%(+27.62K) | $90.12(+11.77%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.05% | 193.8K | $24.8M | -5.38%(-11.01K) | $109.80(+25.24%) | 2026-03-31 | |
| IWS | ISHARES TR | 2.56% | 143.1K | $20.9M | -0.96%(-1.38K) | $119.98(+31.40%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.56% | 187.1K | $20.8M | -3.32%(-6.43K) | $106.59(+12.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.30% |
| Top 20 Holdings Unweighted | +8.77% | +28.70% |
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