Financial Advocates Investment Management
CIK Number: 0001730293
1.43B
Market Value
706
# of Holdings
15 months
Avg. Holding Period
32.38%
Win Rate
14.59%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 213.23 | +1.16% | 352.69K | -3.72% | 88.32M | 166.23 | 5.03% |
| 2 | NVDA | NVIDIA Corporat... | 130.06 | +5.74% | 479.2K | -5.81% | 64.35M | 17.16 | 3.66% |
| 3 | SPY | SPDR S&P 500 ET... | 587.47 | +0.77% | 91.37K | +0.01% | 53.55M | 489.43 | 3.05% |
| 4 | MSFT | Microsoft Corpo... | 449.42 | +0.04% | 116.42K | -3.14% | 49.07M | 161.3 | 2.79% |
| 5 | SPYG | SPDR Portfolio ... | 88.87 | +1.80% | 372.68K | +4.45% | 32.76M | 61.44 | 1.86% |
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- Up to 30 years financial history
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