Financial Advocates Investment Management
CIK Number: 0001730293
1.76B
Market Value
693
# of Holdings
14 months
Avg. Holding Period
72.40%
Win Rate
10.19%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 238.41 | +3.72% | 366.33K | -2.71% | 85.35M | 166.23 | 4.82% | |
| 2 | Nvidia Corporat... | 128.48 | +8.50% | 508.78K | +4.09% | 61.79M | 129.61 | 3.49% | |
| 3 | Spdr S&P 500 Et... | 604.68 | +0.89% | 91.37K | -8.17% | 52.42M | 489.43 | 2.96% | |
| 4 | Microsoft Corp | 447.39 | +2.95% | 120.20K | +0.86% | 51.72M | 161.3 | 2.92% | |
| 5 | Spdr Ser Tr | 90.47 | +2.02% | 356.81K | -0.61% | 29.61M | 60.26 | 1.67% |
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- Up to 30 years financial history
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