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Home > Institutional Investor > Financial Advocates Investment Management > Profile

Instuitional Investor - Financial Advocates Investment Management

Fund Profile
Filing Period:
Fund Name: Financial Advocates Investment Management
Portfolio Value $1,426,557,780
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 459,845 $49,838,073 3.49%
2.
Spdr S & P 500 Etf Trust
 SPY 74,989 $41,947,993 2.94%
3.
Spdr Series Trust
 359,716 $28,910,388 2.03%
4.
Vanguard Index Fds
 99,870 $27,448,140 1.92%
5.
Spdr Series Trust
 256,410 $23,451,463 1.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)