SA

SFI Advisors, LLC

13F
SFI Advisors, LLC
Last update 2025-05-13 72 Stocks (11 new)
Value $135.00 Mil Turnover 18 %
Countries:
Top Holdings: FXO(4.82%)IVE(4.58%)AAPL(4.55%)IAI(4.49%)CIBR(4.19%)
Summary Stock Picks Current Portfolio
SFI Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FXO
First Trust Financials AlphaDEX Fund
First Trust Financials AlphaDEX Fund
123,028
6,520.5
-2.28%
4.820
-0.11%
0.320
+18.99%
+7.78%
2,206.1
 
IVE
iShares S&P 500 Value ETF
32,542
6,201.9
New Holding
4.580
+4.58%
0.020
+11.73%
+4.23%
39,547.7
 
AAPL
Apple Inc
27,717
6,156.8
+0.14%
4.550
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IAI
iShares U.S. Broker-Dealers ETF
43,321
6,069.7
-2.41%
4.490
-0.11%
0.540
+32.48%
+21.87%
1,475.7
 
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
90,070
5,674.4
-0.64%
4.190
-0.03%
0.070
+20.28%
+17.11%
9,992.4
 
XTL
SPDR S&P Telecom ETF
56,451
5,642.3
+2.98%
4.170
+0.12%
5.650
+32.22%
+13.50%
130.0
 
IGV
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
62,960
5,602.8
-0.89%
4.140
-0.04%
0.050
+28.26%
+10.93%
12,094.9
 
FDN
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
23,780
5,282.7
-2.94%
3.900
-0.12%
0.090
+26.71%
+10.43%
7,398.3
 
IYK
iShares U.S. Consumer Staples ETF
67,415
4,824.9
+26.04%
3.570
+0.74%
0.310
-1.17%
+8.10%
1,421.8
 
FCLD
Fidelity Cloud Computing ETF
188,274
4,477.2
0%
3.310
0%
6.020
+27.51%
+3.80%
95.6
 

SFI Advisors, LLC's Historical Top Holdings Breakdowns

SFI Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVE
iShares S&P 500 Value ETF
2025-03-31
New Buy
New Buy
+4.58%
●
185.78 ($193.5) 198.58
$197.34
1.98%
New holding
32,542
32,542
JAVA
JPMorgan Active Value ETF
2025-03-31
Sold Out
Sold Out
-4.22%
●
61.9 ($64.92) 66.89
$66.22
2.00%
Sold Out
0
-94,992
FXH
First Trust Health Care AlphaDEX Fund
First Trust Health Care AlphaDEX Fund
2025-03-31
New Buy
New Buy
+2.77%
●
102.5 ($107.1) 112.02
$99.39
-7.20%
New holding
36,213
36,213
AIS
VistaShares Artificial Intelligence Supercycle ETF
VistaShares Artificial Intelligence Supercycle ETF
2025-03-31
New Buy
New Buy
+2.71%
●
21.54 ($24.34) 26.63
$28.59
17.48%
New holding
170,448
170,448
AIQ
GLOBAL X FDS
2025-03-31
Reduce
Reduce
-2.67%
●
36.38 ($39.39) 42.77
$44.36
12.62%
Reduce -79.6%
25,252
-98,555
XHE
SPDR S&P Health Care Equipment ETF
2025-03-31
Sold Out
Sold Out
-2.61%
●
81.05 ($89.36) 95.73
$76.71
-14.16%
Sold Out
0
-41,966
MXF
Mexico Fund Inc
2025-03-31
Add
Add
+1.08%
●
13.17 ($14.05) 14.78
$17.11
21.78%
Add 342.42%
131,807
102,015
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.95%
●
247.97 ($277.1) 296.33
$283.00
2.13%
Reduce -57.81%
3,520
-4,823
XSMO
Invesco S&P SmallCap Momentum ETF
2025-03-31
New Buy
New Buy
+0.94%
●
59.97 ($65.77) 70.03
$68.42
4.03%
New holding
20,210
20,210
FLMX
Franklin FTSE Mexico ETF
2025-03-31
Sold Out
Sold Out
-0.77%
●
23.05 ($24.75) 26.09
$29.14
17.73%
Sold Out
0
-47,560

SFI Advisors, LLC Total Holding History ($B)

To

SFI Advisors, LLC's Asset Allocation

To

SFI Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SFI Advisors, LLC's Hypothetical Growth since 2025-03-31

SFI Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SFI Advisors, LLC's Holdings Heat Map

Size field:

SFI Advisors, LLC's Holdings Bubble Chart

SFI Advisors, LLC News

  • 1

Discussions on SFI Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.