StockDriftsStockDriftsTop 50 Klr Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCRE | DOUBLELINE ETF TRUST | 7.73% | 209.6K | $10.7M | +13.45%(+24.84K) | — | 2024-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 6.1% | 162.3K | $8.4M | +0.58%(+935) | — | 2024-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.26% | 185.1K | $4.5M | +17.45%(+27.49K) | — | 2024-03-31 | |
| AGGY | WISDOMTREE TR | 3.08% | 100.6K | $4.3M | -11.43%(-12.97K) | — | 2024-03-31 | |
| MSFT | MICROSOFT CORP | 2.82% | 9.7K | $3.9M | +0.40%(+39) | — | 2024-03-31 | |
| CLOZ | SERIES PORTFOLIOS TR | 2.38% | 123.0K | $3.3M | new | — | 2024-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 4.0K | $3.2M | +0.02%(+1) | — | 2024-03-31 | |
| EMBD | GLOBAL X FDS | 2.25% | 139.7K | $3.1M | +4.81%(+6.41K) | — | 2024-03-31 | |
| AAPL | APPLE INC | 1.77% | 14.7K | $2.4M | -0.99%(-147) | — | 2024-03-31 | |
| EPS | WISDOMTREE TR | 1.6% | 41.4K | $2.2M | -16.07%(-7.93K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Klr Investment Advisors, Llc reports $138.33M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are DCRE (7.7%), OMFL (6.1%) and FTGC (3.3%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Klr Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973130). View Klr Investment Advisors, Llc’s 13F filings on SEC