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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+7.96%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$350M
AUM Growth
+$22M
Cap. Flow
-$1.8M
Cap. Flow %
-0.51%
Top 10 Hldgs %
89.84%
Holding
249
New
18
Increased
45
Reduced
37
Closed
39

Top Buys

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.4M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.1M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$930K
4
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$176K
5
WFC icon
Wells Fargo
WFC
+$117K

Top Sells

Rank Stock Value
1
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.11M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$629K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$546K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$402K

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.26%
2 Energy 1.37%
3 Technology 0.68%
4 Industrials 0.26%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INDI icon
201
indie Semiconductor
INDI
$761M
$225 ﹤0.01%
50
-270
-84% -$1.08K
SCHD icon
202
Schwab US Dividend Equity ETF
SCHD
$112B
$222 ﹤0.01%
7
+3
+75% +$95
DSI icon
203
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$199 ﹤0.01%
1
– –
ICLN icon
204
iShares Global Clean Energy ETF
ICLN
$2.22B
$117 ﹤0.01%
6
+5
+500% +$104
AZRE
205
DELISTED
Azure Power Global Limited
AZRE
$100 ﹤0.01%
100
– –
SGML icon
206
Sigma Lithium
SGML
$1.39B
$89 ﹤0.01%
7
– –
SERV
207
Serve Robotics
SERV
$429M
$66 ﹤0.01%
10
– –
KD icon
208
Kyndryl
KD
$2.86B
$34 ﹤0.01%
3
– –
AEVA
209
Aeva Technologies
AEVA
$1.09B
– –
-10
Closed -$132
AGG icon
210
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-618
Closed -$61.3K
AIRG icon
211
Airgain
AIRG
$68.8M
– –
-100
Closed -$550
ASC icon
212
Ardmore Shipping
ASC
$742M
– –
-166
Closed -$2.53K
BRCC icon
213
BRC Inc
BRCC
$125M
– –
-45
Closed -$353
CAG icon
214
Conagra Brands
CAG
$7.43B
– –
-1,019
Closed -$16K
CTSO icon
215
Cytosorbents Corp
CTSO
$22M
– –
-250
Closed -$143
DNLI icon
216
Denali Therapeutics
DNLI
$3.56B
– –
-100
Closed -$1.92K
DPRO
217
Draganfly
DPRO
$227M
– –
-12
Closed -$59
ESGV icon
218
Vanguard ESG US Stock ETF
ESGV
$13.6B
– –
-1
Closed -$113
FBND icon
219
Fidelity Total Bond ETF
FBND
$28.1B
– –
-502
Closed -$22.9K
FENI icon
220
Fidelity Enhanced International ETF
FENI
$11.5B
– –
-833
Closed -$31K
FUBO icon
221
FuboTV Inc
FUBO
$340M
– –
-4
Closed -$38
GTO icon
222
Invesco Total Return Bond ETF
GTO
$2.5B
– –
-614
Closed -$28.8K
HELO icon
223
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
– –
-447
Closed -$28.6K
IVE icon
224
iShares S&P 500 Value ETF
IVE
$50.1B
– –
-687
Closed -$145K
IVW icon
225
iShares S&P 500 Growth ETF
IVW
$77.1B
– –
-1,111
Closed -$126K
6 7 8
9
10

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Your Advocates Ltd's Q2 2026 Portfolio in Review

As of Q2 2026, Your Advocates Ltd held 249 positions worth $350M, up 6.7% from $328M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q2 2026 filing shows 18 new, 45 increased, 37 reduced and 39 closed positions. Its largest new stake was Rocket Lab Corp: 971 shares worth $98.7K. The largest sale was Dimensional Emerging Markets Core Equity 2 ETF, an estimated $1.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Energy and Technology.

  • Your Advocates Ltd's largest Q2 2026 buy was Rocket Lab Corp: 971 shares worth $98.7K.
  • Your Advocates Ltd added most to Schwab Intermediately-Term US Treasury ETF in Q2 2026, an estimated $1.4M increase.
  • Your Advocates Ltd's biggest Q2 2026 reduction was Dimensional Emerging Markets Core Equity 2 ETF, cutting an estimated $1.56M.
  • Your Advocates Ltd fully exited Monopar Therapeutics in Q2 2026, selling an estimated $183K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $350M portfolio in Q2 2026.
  • Your Advocates Ltd opened 18 new positions and closed 39 in Q2 2026.
  • Your Advocates Ltd's portfolio value rose 6.7% quarter-over-quarter to $350M.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.