Financial Advocates Investment Management ETFs

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IHDG Wisdomtree Tr	$0	$4.86 Million 0.35% of portfolio	111,907	Q1 2025 Added 4.56%
IQDG Wisdomtree Tr Intl Quality Div	$0	$4.8 Million 0.35% of portfolio	134,626	Q1 2025 Added 2.4%
BIBL Northern Lts Fd Tr Iv	$0	$4.66 Million 0.34% of portfolio	121,290	Q1 2025 Reduced 0.86%
USMV Ishares Msci Usa Min Vol Facto	$0	$4.64 Million 0.34% of portfolio	49,550	Q1 2025 Reduced 28.08%
BSV Vanguard Bd Index Fd Inc Short	$0	$4.55 Million 0.33% of portfolio	58,063	Q1 2025 Reduced 5.12%
IAU Ishares Gold Trust	$54.9B	$4.52 Million 0.33% of portfolio	76,700	Q1 2025 Added 5.1%
FMB First Tr Exchange Traded Fd Ii	$0	$4.27 Million 0.31% of portfolio	84,723	Q1 2025 Reduced 9.47%
SLV I Shares Silver Trust	$18.7B	$4.19 Million 0.31% of portfolio	135,280	Q1 2025 Reduced 1.49%
RDVY First Trust Rising Dividend Ac	$0	$4.19 Million 0.3% of portfolio	71,511	Q1 2025 Reduced 0.65%
FTSL First Trust Senior Ln Fund	$0	$4.08 Million 0.3% of portfolio	89,282	Q1 2025 Added 53.18%
TLT Ishares Barclays 20+ Year Trea	$0	$3.96 Million 0.29% of portfolio	43,454	Q1 2025 Added 5.28%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$3.92 Million 0.28% of portfolio	136,988	Q1 2025 Reduced 4.11%
XLC Select Sector Spdr Tr Communic	$0	$3.85 Million 0.28% of portfolio	39,876	Q1 2025 Added 339.5%
AOM Ishares Tr Core Moderate Alloc	$0	$3.79 Million 0.28% of portfolio	86,472	Q1 2025 Added 5.36%
IGF Ishares Global Infrastructure	$0	$3.79 Million 0.28% of portfolio	69,370	Q1 2025 Added 1,286.01%
DIVB Ishares Tr U S Divid & Buyback	$0	$3.79 Million 0.28% of portfolio	78,171	Q1 2025 Added 426.09%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$3.79 Million 0.28% of portfolio	75,989	Q1 2025 New
XLU Utilities Sector Spdr	$0	$3.76 Million 0.27% of portfolio	47,736	Q1 2025 Reduced 9.51%
DGRO Ishares Core Dividend Growth E	$0	$3.76 Million 0.27% of portfolio	60,851	Q1 2025 Added 2.28%
FTSM First Tr Enhanced Traded Fd Iv	$0	$3.76 Million 0.27% of portfolio	62,784	Q1 2025 Added 5.96%
JQUA J P Morgan ETF Tr U S Quality	$0	$3.66 Million 0.27% of portfolio	64,855	Q1 2025 Added 932.89%
PFF Ishares Trust Ishares Pfd And	$0	$3.65 Million 0.27% of portfolio	118,776	Q1 2025 Reduced 5.41%
GSLC Goldman Sachs ETF Tr Activebet	$0	$3.63 Million 0.26% of portfolio	32,945	Q1 2025 Reduced 6.06%
SLYV Spdr S&P 600 Small Cap Value E	$0	$3.6 Million 0.26% of portfolio	45,919	Q1 2025 Added 321.28%
RWL Invesco Exchange Traded Fd Tr	$0	$3.55 Million 0.26% of portfolio	35,687	Q1 2025 Added 28.42%
FTCS First Trust Capital Strength E	$0	$3.45 Million 0.25% of portfolio	38,483	Q1 2025 Added 0.38%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$3.42 Million 0.25% of portfolio	86,922	Q1 2025 Added 5.54%
HTRB Hartford Fds Total Return Bd E	$0	$3.34 Million 0.24% of portfolio	98,666	Q1 2025 Added 1.46%
VTV Vanguard Value ETF	$0	$3.28 Million 0.24% of portfolio	18,984	Q1 2025 Reduced 64.46%
SPAB Spdr Portfolio Aggregate Bond	$0	$3.23 Million 0.23% of portfolio	126,369	Q1 2025 Added 53.13%
VPU Vanguard Utilities ETF	$0	$3.21 Million 0.23% of portfolio	18,822	Q1 2025 Reduced 1.89%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$3.19 Million 0.23% of portfolio	34,453	Q1 2025 Reduced 13.87%
VYM Vanguard Whitehall Fds (Vangua	$0	$3.17 Million 0.23% of portfolio	24,563	Q1 2025 Added 1.26%
TDIV First Trust Nasdaq Technology	$0	$3.16 Million 0.23% of portfolio	42,866	Q1 2025 Added 3.61%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$3.12 Million 0.23% of portfolio	59,447	Q1 2025 Reduced 46.13%
VEA Vanguard Ftse Developed Market	$0	$3.12 Million 0.23% of portfolio	61,303	Q1 2025 Reduced 18.5%
ITA Ishares Tr	$0	$3.07 Million 0.22% of portfolio	20,022	Q1 2025 Reduced 7.0%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$3.02 Million 0.22% of portfolio	58,082	Q1 2025 Reduced 2.1%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$3.01 Million 0.22% of portfolio	61,233	Q1 2025 Reduced 3.83%
XLV Select Sector Spdr Fund Health	$0	$2.98 Million 0.22% of portfolio	20,399	Q1 2025 Reduced 24.5%
VB Vanguard Small Cap ETF	$0	$2.97 Million 0.22% of portfolio	13,394	Q1 2025 Reduced 7.17%
MTUM Ishares Msci Usa Momentum Fact	$0	$2.97 Million 0.22% of portfolio	14,685	Q1 2025 Reduced 23.75%
IJT Ishares S&P Small Cap 600 Grow	$0	$2.94 Million 0.21% of portfolio	23,632	Q1 2025 Reduced 8.81%
XLI Industrial Sector Spdr	$0	$2.91 Million 0.21% of portfolio	22,226	Q1 2025 Reduced 7.03%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$2.89 Million 0.21% of portfolio	52,105	Q1 2025 Added 27.02%
STIP Ishares Barclays 0 5 Year Tips	$0	$2.87 Million 0.21% of portfolio	27,750	Q1 2025 Added 113.94%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$2.86 Million 0.21% of portfolio	98,588	Q1 2025 Added 143.88%
SCHG Schwab Strategic Tr Us Large C	$0	$2.77 Million 0.2% of portfolio	110,439	Q1 2025 Reduced 21.25%
XLF Financial Sector Spdr	$0	$2.77 Million 0.2% of portfolio	55,519	Q1 2025 Reduced 23.68%
DFAC Dimensional ETF Tr U S Core Eq	$0	$2.72 Million 0.2% of portfolio	82,542	Q1 2025 Reduced 0.02%

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