HoldingsChannel.com
Advocacy Wealth Management Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 856,942 +671,404 $56,215
     USMV856,942+671,404$56,215
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 374,894 +373,785 $42,127
     AGG374,894+373,785$42,127
OVERLAY SHARES CORE BOND ETF (OVB) 1,483,216 +1,483,216 $37,394
     OVB1,483,216+1,483,216$37,394
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 948,848 +732,097 $29,262
     SPSB948,848+732,097$29,262
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) 551,534 -40,213 $26,909
     HYLS551,534-40,213$26,909
OVERLAY SHARES LARGE CAP EQUITY ETF (OVL) 980,246 +980,246 $26,727
     OVL980,246+980,246$26,727
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 320,785 +222,427 $23,911
     EFAV320,785+222,427$23,911
ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) 367,644 +367,644 $21,316
     IGIB367,644+367,644$21,316
OVERLAY SHARES FOREIGN EQUITY ETF (OVF) 544,123 +544,123 $14,015
     OVF544,123+544,123$14,015
OVERLAY SHARES MUNICIPAL BOND ETF (OVM) 507,736 +507,736 $12,843
     OVM507,736+507,736$12,843
OVERLAY SHARES SMALL CAP EQUITY ETF (OVS) 416,756 +416,756 $11,345
     OVS416,756+416,756$11,345
INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV) 218,980 +129,474 $11,142
     XSLV218,980+129,474$11,142
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 84,969 +7,314 $4,984
     EEMV84,969+7,314$4,984
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 40,867 +1,250 $4,152
     MINT40,867+1,250$4,152
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 80,028 -94,944 $4,036
     JPST80,028-94,944$4,036
ISHARES FLOATING RATE BOND ETF (FLOT) 78,039 +77,649 $3,974
     FLOT78,039+77,649$3,974
ISHARES 3 7 YEAR TREASURY BOND ETF (IEI) 30,421 -38,585 $3,825
     IEI30,421-38,585$3,825
ISHARES LIQUIDITY INCOME ETF (ICSH) 63,156 +63,156 $3,179
     ICSH63,156+63,156$3,179
ISHARES SHORT MATURITY BOND ETF (NEAR) 31,916 +31,605 $1,604
     NEAR31,916+31,605$1,604
INVESCO ULTRA SHORT DURATION ETF (GSY) 31,551 +31,551 $1,590
     GSY31,551+31,551$1,590
FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND (MBSD) 67,712 -173,346 $1,589
     MBSD67,712-173,346$1,589
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 6,836 +3,365 $1,203
     IWF6,836+3,365$1,203
ISHARES NATIONAL MUNI BOND ETF (MUB) 5,385 +4,944 $613
     MUB5,385+4,944$613
ISHARES CORE S&P 500 ETF (IVV) 1,826 +664 $590
     IVV1,826+664$590
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 5,984 -68,689 $506
     SHY5,984-68,689$506
ISHARES CORE S&P U.S. VALUE ETF (IUSV) 7,816 +3,816 $493
     IUSV7,816+3,816$493
FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF) 7,163 -154,302 $347
     QDF7,163-154,302$347
ISHARES CORE MSCI EAFE ETF (IEFA) 5,217 +1,960 $340
     IEFA5,217+1,960$340
HOME DEPOT INC COM 1,470 UNCH $321
     HD1,470UNCH$321
SPDR DOW JONES REIT ETF (RWR) 2,809 +1,469 $287
     RWR2,809+1,469$287
ADVISORSHARES NEWFLEETMULTI SECTOR INCOME ETF (MINC) 5,497 -28,260 $266
     MINC5,497-28,260$266
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 4,766 -32,319 $247
     LMBS4,766-32,319$247
ISHARES MORTGAGE REAL ESTATE ETF (REM) 4,295 -489,580 $191
     REM4,295-489,580$191
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 1,681 -40 $179
     SUB1,681-40$179
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 1,487 -35 $125
     BND1,487-35$125
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 1,703 -304 $110
     GSLC1,703-304$110
MESA AIR GROUP INC COM NEW 12,000 -3,975 $107
     MESA12,000-3,975$107
WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL) 2,091 UNCH $102
     DOL2,091UNCH$102
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 1,891 +935 $102
     IEMG1,891+935$102
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS) 1,365 UNCH $97
     DLS1,365UNCH$97
FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND (FTA) 1,681 UNCH $95
     FTA1,681UNCH$95
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 3,000 UNCH $91
     AB3,000UNCH$91
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 1,031 -46 $84
     VCSH1,031-46$84
APPLE INC COM 267 -38 $78
     AAPL267-38$78
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) 856 -39 $78
     VCIT856-39$78
VANGUARD S&P 500 ETF (VOO) 254 +254 $75
     VOO254+254$75
CONOCOPHILLIPS COM 979 UNCH $64
     COP979UNCH$64
AFLAC INC COM 1,200 UNCH $63
     AFL1,200UNCH$63
STARWOOD PPTY TR INC COM 2,500 UNCH $62
     STWD2,500UNCH$62
DISNEY WALT CO COM DISNEY 382 UNCH $55
     DIS382UNCH$55

See Full List: All Stocks Held By Advocacy Wealth Management Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Advocacy Wealth Management Services LLC

Size ($ in 1000's)
At 12/31/2019: $351,016
At 09/30/2019: $149,959

Advocacy Wealth Management Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advocacy Wealth Management Services LLC 13F filings. Link to 13F filings: SEC filings

Advocacy Wealth Management Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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