Advocacy Wealth Management Services, LLC

CIK Number: 0001569452

1.47B
Market Value
52
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPLG SPDR Portfolio ...
72.20
+0.80% 4.29M -9.73% 296.08M 59.36 22.51%
2 SPDW SPDR Portfolio ...
40.12
+1.20% 2.6M -1.52% 88.57M 34.25 6.73%
3 LDUR PIMCO Enhanced ...
95.79
+0.11% 818.64K +0.94% 77.76M 94.24 5.91%
4 IVW iShares S&P 500...
108.89
+0.98% 719.24K +4.86% 73.02M 86.99 5.55%
5 DYNF BlackRock U.S. ...
53.90
+0.96% 1.31M +8.13% 67.32M 45.36 5.12%
6 QUAL iShares MSCI US...
180.45
+0.60% 367.17K +5.31% 65.39M 158.93 4.97%
7 SPTL SPDR Portfolio ...
26.48
+0.51% 2.47M +0.09% 64.8M 28.37 4.93%
8 EMXC iShares MSCI Em...
63.09
+1.01% 1.07M +9.46% 59.22M 56.45 4.50%
9 SCHM Schwab U.S. Mid...
27.86
+1.18% 1.67M +303.64% 46.24M 25.95 3.52%
10 EFG iShares MSCI EA...
110.53
+1.15% 458.46K +53.45% 44.39M 99.04 3.38%
11 TFLO iShares Treasur...
50.62
0.00% 867.33K -2.26% 43.77M 50.47 3.33%
12 EFV iShares MSCI EA...
63.08
+1.07% 797.51K +5.80% 41.85M 55.43 3.18%
13 LONZ PIMCO Senior Lo...
50.88
+0.02% 729.4K +1.48% 37.27M 49.23 2.83%
14 CARY Angel Oak Incom...
20.86
+0.12% 1.8M -2.83% 37.14M 20.41 2.82%
15 IVE iShares S&P 500...
193.80
+0.67% 175.12K +9.67% 33.43M 186 2.54%
16 IYW iShares U.S. Te...
171.64
+0.87% 172.05K +6.48% 27.45M 130.5 2.09%
17 BINC Blackrock Etf T...
52.77
+0.26% 472.62K +10.28% 24.59M 52.18 1.87%
18 VB Vanguard Small ...
237.05
+1.40% 99.11K +100.00% 23.81M 240.28 1.81%
19 MBB iShares MBS ETF
93.88
+0.36% 245.35K +8.51% 22.49M 93.19 1.71%
20 UFIV The RBB Fund, I...
49.20
+0.28% 362.06K +100.00% 17.31M 47.81 1.32%
21 MTUM iShares MSCI US...
237.23
+0.86% 73.14K +100.00% 15.13M 206.92 1.15%
22 SPIB SPDR Portfolio ...
33.52
+0.22% 412.39K +100.00% 13.51M 32.76 1.03%
23 IFRA iShares U.S. In...
48.86
+1.37% 217.92K +4.61% 10.09M 37.95 0.77%
24 MTBA Simplify MBS ET...
50.03
+0.37% 154.9K +100.00% 7.7M 49.69 0.59%
25 EMB iShares J.P. Mo...
92.17
+0.30% 76.14K +4.95% 6.78M 89.31 0.52%
26 VOO Vanguard 500 In...
564.28
+0.81% 11.95K +0.40% 6.44M 425.77 0.49%
27 IAU iShares Gold Tr...
62.80
-0.09% 126.94K +100.00% 6.28M 49.51 0.48%
28 VUG Vanguard Growth...
433.78
+0.82% 14.34K -0.98% 5.88M 306.81 0.45%
29 FLOT iShares Floatin...
50.99
+0.04% 100.1K -14.48% 5.09M 50.73 0.39%
30 ICSH iShares Ultra S...
50.67
+0.04% 91.48K -7.77% 4.61M 50.37 0.35%
31 GSY Invesco Ultra S...
50.12
+0.05% 91.92K -7.88% 4.61M 49.97 0.35%
32 MINT PIMCO Enhanced ...
100.47
+0.03% 45.77K -7.9% 4.59M 100.45 0.35%
33 JPST JPMorgan Ultra-...
50.65
+0.07% 90.94K -7.83% 4.58M 50.37 0.35%
34 SPTM SPDR Portfolio ...
74.20
+0.86% 62.91K 0.00% 4.49M 39.16 0.34%
35 RSP Invesco S&P 500...
180.32
+0.81% 18.33K +100.00% 3.21M 175.23 0.24%
36 PYLD PIMCO ETF Trust...
26.50
+0.17% 111.32K +13.38% 2.89M 26.56 0.22%
37 VV Vanguard Large ...
283.29
+0.67% 10.52K 0.00% 2.84M 239.55 0.22%
38 OMFL Invesco Russell...
56.98
+0.68% 46.8K 0.00% 2.54M 53.42 0.19%
39 AGG iShares Core U....
99.08
+0.28% 24.62K -0.26% 2.39M 104.41 0.18%
40 IEFA iShares Core MS...
82.55
+1.22% 15.96K +163.43% 1.12M 69.48 0.09%
41 IVV iShares Core S&...
614.96
+0.82% 1.89K +9.39% 1.11M 351.74 0.08%
42 MUB iShares Nationa...
104.33
+0.13% 7.4K 0.00% 788.15K 108.63 0.06%
43 SPY SPDR S&P 500 ET...
611.96
+0.80% 852 0.00% 499.34K 373.87 0.04%
44 XOM Exxon Mobil Cor...
110.07
+1.57% 3.99K +100.00% 429.11K 107.57 0.03%
45 KBWB Invesco KBW Ban...
71.07
+1.69% 6.37K +100.00% 416.54K 65.35 0.03%
46 FDIS Fidelity MSCI C...
93.19
+1.11% 4.12K +100.00% 401.93K 97.46 0.03%
47 FLIN Franklin FTSE I...
39.86
+1.40% 10.57K +100.00% 400.64K 37.9 0.03%
48 HYDB iShares High Yi...
47.33
+0.30% 7.04K +100.00% 331K 47.01 0.03%
49 USMV iShares MSCI US...
92.69
+0.37% 3.16K -81.13% 280.31K 72.29 0.02%
50 VONV Vanguard Russel...
84.65
+0.71% 3.4K -81.72% 276.57K 66.93 0.02%
51 DMBS Doubleline Etf ...
49.03
+0.38% 5.42K -99.33% 260.7K 48.15 0.02%
52 JPIB JPMorgan Intern...
48.58
+0.15% 4.82K -13.47% 227.98K 47.13 0.02%