SMI Advisory Services, LLC - Portfolio overview

SMI Advisory Services, LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. RAA - ETF OPPORTUNITIES TRUST, 47.00%
2. IWD - ISHARES TR, 12.58%
3. FCTE - ETF OPPORTUNITIES TRUST, 12.42%

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

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