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Stock Portfolios Using
ETF & Crowdsourced Data

We extract stock holdings from top ETFs and combine them with what real investors own. The result: industry-focused stock portfolios backed by institutional and crowd intelligence.

We blend crowd holdings with ETF holdings. The default split is 60/40, and you can adjust it.

100% free to browse and track. Pro $9.99/month for unlimited trades, instant blend control, and more.

See what others actually own
Synced from 8 brokersSynced from Schwab, E*TRADE, Webull & more

How We Build Stock Portfolios

We pull stock holdings from ETFs and real investor accounts, then blend them by industry.

ETF Holdings (default 40%)

We look at what stocks top ETFs hold for each industry. These picks come from professional research teams with regulatory oversight.

Crowd Holdings (default 60%)

We aggregate what stocks real investors hold, synced from their brokerage accounts. See what thousands of verified investors actually own.

Blended by Industry

We combine both sources into industry-focused portfolios: AI, Semiconductors, Biotech, Cybersecurity, and more. Updated as holdings change.

The Crowd + ETF Blend

The default split is 60% crowd / 40% ETF. You can adjust it to fit your style. Free users get one change per month, applied at the next recalculation. Pro unlocks instant updates.

Crowd Holdings (default 60%)Real investor positions
60%
ETF Holdings (default 40%)Institutional picks
40%
Example: AI & Tech Hub Portfolio
ETFQQQ15%
ETFSMH15%
ETFARKK10%
RetailNVDA20%
RetailAMD15%
RetailMSFT12%
RetailGOOGL13%

How to Use These Portfolios

1

Choose an Industry

Browse portfolios by industry: AI, Semiconductors, Biotech, Cybersecurity, and more. Each one shows the top stocks from ETF + crowd data.

2

Review the Holdings

See exactly which stocks are in each portfolio, where they come from (ETF vs crowd), and track performance over time.

3

Connect and Start Trading

Link your brokerage and place trades based on the portfolio. Free accounts get 2 trades per month. Pro unlocks unlimited trades and automatic sync.

Industry Stock Portfolios

Pre-built stock portfolios by industry, all using ETF + crowd holdings data.

AI & Semiconductors

QQQ, SMH, SOXX + retail picks like NVDA, AMD, AVGO

Quantum Computing

QTUM, emerging quantum tech companies

Cybersecurity

HACK, BUG, CIBR + community cybersecurity picks

Biotechnology

XBI, IBB + community biotech picks

How MarketPlays Compares

FeatureVanguard/FidelityBetterment/WealthfrontMarketPlays
PriceFree0.25% AUMFree (Pro $9.99/mo)
ETF AllocationYesYesYes (40% default, adjustable)
Real-time SignalsNoNoYes (60% default, adjustable)
Crowd WisdomNoNoThousands of investors
Broker Lock-inVanguard/Fidelity onlyTheir platformWorks with your existing broker
CommunityNoneNoneForums & discussions

Everything Free, Including:

  • Browse all stock portfolios

    See every industry's holdings breakdown

  • Full performance history

    Track how portfolios perform over time

  • Real-time conviction signals

    See when retail investors are building positions

  • AI-verified research

    12-section analysis on every stock in the portfolio

  • Community discussions

    Join forums for each Hub and stock

Pro Unlocks ($9.99/month)
  • Unlimited trades per month

    Free accounts are limited to 2 trades per month

  • Instant blend adjustments

    Change the crowd/ETF split anytime, no waiting

  • All brokerage positions in one view

    See your full portfolio across 8 linked brokerages

  • Access to all 350+ themes

    Free accounts can browse all themes, but can only build and trade a limited selection

Stock Selection Made Smarter

60/40

Default Blend (Adjustable)

350+

Investment Themes

Free

To Build & Track

Is this really free?

Yes. Browsing portfolios, seeing holdings, tracking performance, and making up to 2 trades per month is 100% free. Pro ($9.99/month) unlocks unlimited trades, instant blend control, all 350+ themes, and a unified view of your brokerage positions.

What is the 60/40 blend?

By default, 60% of the portfolio comes from what real investors hold, and 40% comes from ETF holdings. This is the starting point, not a fixed rule. You can adjust it to weight crowd or ETF data more heavily based on your preference.

Which ETFs do you pull data from?

We use relevant ETFs for each industry. AI portfolios pull from QQQ, SMH, SOXX holdings. Biotech pulls from XBI, IBB. We extract the stocks they hold, not the ETFs themselves.

Can I use any broker?

Yes. We integrate with 8 major brokerages: Alpaca, Webull, E*TRADE, Schwab, TastyTrade, TradeStation, Tradier, and Interactive Brokers.

Explore More MarketPlays Features

Explore Stock Portfolios by Industry

ETF holdings + crowd holdings = smarter stock selection. Browse industry portfolios free.

100% free to browse, track, and trade (2/month) • Pro $9.99/month for unlimited trades and more • No credit card required

MarketPlays provides aggregated portfolio data for educational purposes only. This is not personalized investment advice. Always do your own research before investing.