SA

SFI Advisors Portfolio holdings

AUM $157M
1-Year Est. Return 20.37%
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.97M
3
+$1.87M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$1.45M
5
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$818K

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.06M
4
CHIS
Global X MSCI China Consumer Staples ETF
CHIS
+$997K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$930K

Sector Composition

1 Technology 3.71%
2 Healthcare 0.97%
3 Communication Services 0.38%
4 Energy 0.16%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.6K 0.04%
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