StockDriftsStockDriftsTop 50 Southern Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | 14.15% | 295.6K | $30.2M | +0.71%(+2.09K) | $76.50(+41.87%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.15% | 39.7K | $26.0M | +6.63%(+2.47K) | $473.65(+53.49%) | 2026-03-31 | |
| IJR | ISHARES TR | 9.48% | 162.8K | $20.2M | +6.61%(+10.10K) | $110.98(+24.45%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.95% | 211.2K | $19.1M | +17.12%(+30.86K) | $76.46(+24.81%) | 2026-03-31 | |
| IWP | ISHARES TR | 5.98% | 99.8K | $12.8M | +11.76%(+10.50K) | $113.33(+21.34%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 4.25% | 92.3K | $9.1M | -0.17%(-158) | $195.66(-49.88%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.19% | 32.8K | $6.8M | -18.20%(-7.30K) | $129.91(+96.19%) | 2026-03-31 | |
| IYJ | ISHARES TR | 3.02% | 43.8K | $6.5M | +36.05%(+11.60K) | $114.84(+36.21%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.65% | 81.1K | $5.7M | -1.04%(-856) | $54.96(+45.85%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.45% | 20.6K | $5.2M | +1.23%(+251) | $162.49(+74.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.16% |
| Top 20 Holdings Unweighted | +10.67% | +35.56% |
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