Advocate Investing Services LLC - Portfolio overview

Advocate Investing Services LLC has 447 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. GSY - INVESCO ACTIVELY MANAGED EXC, 11.47%
2. TCAF - T ROWE PRICE ETF INC, 8.55%
3. XLP - SELECT SECTOR SPDR TR, 3.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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