StockDriftsStockDriftsTop 27 Searcy Financial Services Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | 10.83% | 182.0K | $29.2M | +2.27%(+4.05K) | $145.35(+23.41%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 10.82% | 101.6K | $29.2M | +2.99%(+2.95K) | $46.81(+66.01%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.81% | 111.3K | $29.2M | +1.89%(+2.07K) | $230.32(+24.47%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 10.8% | 343.3K | $29.1M | new | $83.58(+6.76%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 8.07% | 437.1K | $21.8M | +3.53%(+14.92K) | $48.69(+2.39%) | 2026-03-31 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 6.51% | 105.9K | $17.5M | -6.22%(-7.02K) | $54.36(+201.75%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 6.05% | 309.7K | $16.3M | -17.57%(-66.01K) | $37.91(+42.17%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.14% | 23.2K | $13.9M | +75.11%(+9.95K) | $532.14(+25.02%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 5.12% | 114.3K | $13.8M | +2.59%(+2.89K) | $118.81(+6.87%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.08% | 47.8K | $13.7M | -6.51%(-3.33K) | $94.08(+308.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.46% |
| Top 20 Holdings Unweighted | +16.05% | +56.28% |
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