Advocacy Wealth Management Services, LLC
CIK Number: 0001569452
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 72.34 | +0.21% | 4.29M | -9.73% | 296.08M | 59.36 | 22.51% |
| 2 | SPDW | SPDR Portfolio ... | 40.37 | +0.60% | 2.6M | -1.52% | 88.57M | 34.25 | 6.73% |
| 3 | LDUR | PIMCO Enhanced ... | 95.67 | -0.01% | 818.64K | +0.94% | 77.76M | 94.24 | 5.91% |
| 4 | IVW | iShares S&P 500... | 109.53 | +0.57% | 719.24K | +4.86% | 73.02M | 86.99 | 5.55% |
| 5 | DYNF | BlackRock U.S. ... | 54.22 | +0.60% | 1.31M | +8.13% | 67.32M | 45.36 | 5.12% |
| 6 | QUAL | iShares MSCI US... | 181.62 | +0.69% | 367.17K | +5.31% | 65.39M | 158.93 | 4.97% |
| 7 | SPTL | SPDR Portfolio ... | 26.32 | -0.59% | 2.47M | +0.09% | 64.8M | 28.37 | 4.93% |
| 8 | EMXC | iShares MSCI Em... | 62.97 | -0.14% | 1.07M | +9.46% | 59.22M | 56.45 | 4.50% |
| 9 | SCHM | Schwab U.S. Mid... | 27.96 | +0.41% | 1.67M | +303.64% | 46.24M | 25.95 | 3.52% |
| 10 | EFG | iShares MSCI EA... | 111.72 | +1.07% | 458.46K | +53.45% | 44.39M | 99.04 | 3.38% |
| 11 | TFLO | iShares Treasur... | 50.64 | +0.05% | 867.33K | -2.26% | 43.77M | 50.47 | 3.33% |
| 12 | EFV | iShares MSCI EA... | 63.47 | +0.66% | 797.51K | +5.80% | 41.85M | 55.43 | 3.18% |
| 13 | LONZ | PIMCO Senior Lo... | 50.95 | +0.19% | 729.4K | +1.48% | 37.27M | 49.23 | 2.83% |
| 14 | CARY | Angel Oak Incom... | 20.87 | -0.05% | 1.8M | -2.83% | 37.14M | 20.41 | 2.82% |
| 15 | IVE | iShares S&P 500... | 194.45 | +0.48% | 175.12K | +9.67% | 33.43M | 186 | 2.54% |
| 16 | IYW | iShares U.S. Te... | 171.82 | +0.12% | 172.05K | +6.48% | 27.45M | 130.5 | 2.09% |
| 17 | BINC | Blackrock Etf T... | 52.75 | -0.04% | 472.62K | +10.28% | 24.59M | 52.18 | 1.87% |
| 18 | VB | Vanguard Small ... | 237.46 | +0.22% | 99.11K | +100.00% | 23.81M | 240.28 | 1.81% |
| 19 | MBB | iShares MBS ETF | 93.55 | -0.37% | 245.35K | +8.51% | 22.49M | 93.19 | 1.71% |
| 20 | UFIV | The RBB Fund, I... | 49.13 | -0.14% | 362.06K | +100.00% | 17.31M | 47.81 | 1.32% |
| 21 | MTUM | iShares MSCI US... | 237.79 | +0.28% | 73.14K | +100.00% | 15.13M | 206.92 | 1.15% |
| 22 | SPIB | SPDR Portfolio ... | 33.50 | -0.06% | 412.39K | +100.00% | 13.51M | 32.76 | 1.03% |
| 23 | IFRA | iShares U.S. In... | 49.13 | +0.53% | 217.92K | +4.61% | 10.09M | 37.95 | 0.77% |
| 24 | MTBA | Simplify MBS ET... | 49.95 | -0.17% | 154.9K | +100.00% | 7.7M | 49.69 | 0.59% |
| 25 | EMB | iShares J.P. Mo... | 92.09 | -0.1% | 76.14K | +4.95% | 6.78M | 89.31 | 0.52% |
| 26 | VOO | Vanguard 500 In... | 567.06 | +0.52% | 11.95K | +0.40% | 6.44M | 425.77 | 0.49% |
| 27 | IAU | iShares Gold Tr... | 61.67 | -1.79% | 126.94K | +100.00% | 6.28M | 49.51 | 0.48% |
| 28 | VUG | Vanguard Growth... | 436.37 | +0.62% | 14.34K | -0.98% | 5.88M | 306.81 | 0.45% |
| 29 | FLOT | iShares Floatin... | 51.02 | +0.05% | 100.1K | -14.48% | 5.09M | 50.73 | 0.39% |
| 30 | ICSH | iShares Ultra S... | 50.70 | +0.05% | 91.48K | -7.77% | 4.61M | 50.37 | 0.35% |
| 31 | GSY | Invesco Ultra S... | 50.13 | +0.04% | 91.92K | -7.88% | 4.61M | 49.97 | 0.35% |
| 32 | MINT | PIMCO Enhanced ... | 100.53 | +0.04% | 45.77K | -7.9% | 4.59M | 100.45 | 0.35% |
| 33 | JPST | JPMorgan Ultra-... | 50.66 | +0.04% | 90.94K | -7.83% | 4.58M | 50.37 | 0.35% |
| 34 | SPTM | SPDR Portfolio ... | 74.56 | +0.48% | 62.91K | 0.00% | 4.49M | 39.16 | 0.34% |
| 35 | RSP | Invesco S&P 500... | 180.97 | +0.41% | 18.33K | +100.00% | 3.21M | 175.23 | 0.24% |
| 36 | PYLD | PIMCO ETF Trust... | 26.46 | -0.13% | 111.32K | +13.38% | 2.89M | 26.56 | 0.22% |
| 37 | VV | Vanguard Large ... | 284.73 | +0.49% | 10.52K | 0.00% | 2.84M | 239.55 | 0.22% |
| 38 | OMFL | Invesco Russell... | 57.41 | +0.80% | 46.8K | 0.00% | 2.54M | 53.42 | 0.19% |
| 39 | AGG | iShares Core U.... | 98.78 | -0.3% | 24.62K | -0.26% | 2.39M | 104.41 | 0.18% |
| 40 | IEFA | iShares Core MS... | 83.29 | +0.92% | 15.96K | +163.43% | 1.12M | 69.48 | 0.09% |
| 41 | IVV | iShares Core S&... | 617.94 | +0.52% | 1.89K | +9.39% | 1.11M | 351.74 | 0.08% |
| 42 | MUB | iShares Nationa... | 104.33 | -0.02% | 7.4K | 0.00% | 788.15K | 108.63 | 0.06% |
| 43 | SPY | SPDR S&P 500 ET... | 615.02 | +0.51% | 852 | 0.00% | 499.34K | 373.87 | 0.04% |
| 44 | XOM | Exxon Mobil Cor... | 109.41 | -0.53% | 3.99K | +100.00% | 429.11K | 107.57 | 0.03% |
| 45 | KBWB | Invesco KBW Ban... | 71.14 | +0.15% | 6.37K | +100.00% | 416.54K | 65.35 | 0.03% |
| 46 | FDIS | Fidelity MSCI C... | 94.48 | +1.38% | 4.12K | +100.00% | 401.93K | 97.46 | 0.03% |
| 47 | FLIN | Franklin FTSE I... | 39.95 | +0.20% | 10.57K | +100.00% | 400.64K | 37.9 | 0.03% |
| 48 | HYDB | iShares High Yi... | 47.30 | -0.07% | 7.04K | +100.00% | 331K | 47.01 | 0.03% |
| 49 | USMV | iShares MSCI US... | 93.00 | +0.32% | 3.16K | -81.13% | 280.31K | 72.29 | 0.02% |
| 50 | VONV | Vanguard Russel... | 84.90 | +0.35% | 3.4K | -81.72% | 276.57K | 66.93 | 0.02% |
| 51 | DMBS | Doubleline Etf ... | 48.89 | -0.31% | 5.42K | -99.33% | 260.7K | 48.15 | 0.02% |
| 52 | JPIB | JPMorgan Intern... | 48.59 | +0.02% | 4.82K | -13.47% | 227.98K | 47.13 | 0.02% |