Advocacy Wealth Management Services, LLC
CIK Number: 0001569452
1.47B
Market Value
52
# of Holdings
8 months
Avg. Holding Period
19.35%
Win Rate
12.11%
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 ... | 70.14 | +0.02% | 4.29M | -9.73% | 296.08M | 59.36 | 22.51% |
| 2 | SPDW | SPDR Portfolio ... | 40.23 | +0.52% | 2.6M | -1.52% | 88.57M | 34.25 | 6.73% |
| 3 | LDUR | PIMCO Enhanced ... | 95.41 | +0.14% | 818.64K | +0.94% | 77.76M | 94.24 | 5.91% |
| 4 | IVW | iShares S&P 500... | 105.36 | +0.25% | 719.24K | +4.86% | 73.02M | 86.99 | 5.55% |
| 5 | DYNF | BlackRock U.S. ... | 52.48 | -0.07% | 1.31M | +8.13% | 67.32M | 45.36 | 5.12% |
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