Top 47 SFI Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.31% | 27.4K | $7.0M | +0.00%(+0) | $159.67(+87.18%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.75% | 59.8K | $5.5M | -38.95%(-38.13K) | $91.71(-0.23%) | 2026-03-31 | |
| FXO | FIRST TR EXCHANGE-TRADED FD | 4.25% | 72.1K | $4.1M | -36.76%(-41.91K) | $40.77(+42.44%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.16% | 18.7K | $4.0M | -38.18%(-11.58K) | $190.81(+17.73%) | 2026-03-31 | |
| IAI | ISHARES TR | 3.89% | 22.6K | $3.7M | -42.69%(-16.81K) | $107.22(+66.51%) | 2026-03-31 | |
| AIS | TIDAL TRUST III | 3.61% | 82.0K | $3.4M | -46.89%(-72.37K) | $22.70(+212.58%) | 2026-03-31 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 3.51% | 53.3K | $3.3M | -36.39%(-30.51K) | $50.91(+48.99%) | 2026-03-31 | |
| XTL | SPDR SERIES TRUST | 3.31% | 16.8K | $3.2M | -65.86%(-32.33K) | $76.90(+195.17%) | 2026-03-31 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3.2% | 13.0K | $3.1M | -40.18%(-8.76K) | $158.05(+67.45%) | 2026-03-31 | |
| FDIS | FIDELITY COVINGTON TRUST | 3.14% | 32.1K | $3.0M | -33.09%(-15.87K) | $61.89(+64.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.69% | +54.85% |
| Top 20 Holdings Unweighted | +16.12% | +56.57% |
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