Instuitional Investor - Advocate Investing Services Llc
Fund Profile
Filing Period:
| Fund Name: | Advocate Investing Services Llc |
| Portfolio Value | $111,640,620 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Actively Managed Exc - ULTRA SHRT DUR | 322,294 | $16,195,259 | 14.51% | |
| 2. | T Rowe Price Etf Inc | 283,904 | $10,850,822 | 9.72% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 15,515 | $3,409,829 | 3.05% | |
| 4. | XLB | 42,240 | $3,281,199 | 2.94% | |
| 5. | Spdr Series Trust | 31,326 | $3,245,669 | 2.91% |