SFI Advisors, LLC - Portfolio overview

SFI Advisors, LLC has 64 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.32%
2. BIL - SPDR SERIES TRUST, 5.76%
3. FXO - FIRST TR EXCHANGE-TRADED FD, 4.26%

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

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