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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$743M
AUM Growth
-$48.8M
Cap. Flow
-$29.1M
Cap. Flow %
-3.92%
Top 10 Hldgs %
58.34%
Holding
372
New
20
Increased
133
Reduced
74
Closed
54

Top Buys

Rank Stock Value
1
ARTCU
Art Technology Acquisition Corp Units
ARTCU
+$2.99M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.41M
3
RDAG
Republic Digital Acquisition Co
RDAG
+$1.02M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$920K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$754K

Top Sells

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.9M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.31M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
MU icon
Micron Technology
MU
+$1.49M

Sector Composition

Rank Sector Weight
1 Financials 7.82%
2 Technology 6.77%
3 Industrials 5.48%
4 Consumer Discretionary 3.72%
5 Communication Services 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$80.8M 10.87%
645,766
-6,685
-1% -$877K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$881B
$51.1M 6.87%
78,205
+18
+0% +$12.3K
JMTG
3
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.67B
$49.9M 6.71%
978,758
-9,839
-1% -$504K
MBB icon
4
iShares MBS ETF
MBB
$39.3B
$47.8M 6.43%
503,661
-5,139
-1% -$491K
DGRW icon
5
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$46.9M 6.31%
533,930
+6,070
+1% +$552K
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$44.4M 5.97%
1,028,776
+20,703
+2% +$920K
IAU icon
7
iShares Gold Trust
IAU
$62.4B
$40.9M 5.51%
464,273
+2,820
+0.6% +$259K
IEI icon
8
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$35.4M 4.76%
290,122
+6,318
+2% +$754K
NVDA icon
9
NVIDIA
NVDA
$4.91T
$26M 3.5%
149,166
+351
+0.2% +$64.4K
IBKR icon
10
Interactive Brokers
IBKR
$40.3B
$8.46M 1.14%
126,074
-15,925
-11% -$1.14M
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$7.23M 0.97%
11,115
– –
ALLY icon
12
Ally Financial
ALLY
$14B
$6.31M 0.85%
160,901
-962
-0.6% -$39.6K
HELO icon
13
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.95B
$6.17M 0.83%
96,624
+11,336
+13% +$751K
EWJ icon
14
iShares MSCI Japan ETF
EWJ
$21.5B
$5.43M 0.73%
64,340
+1,116
+2% +$96.6K
MSFT icon
15
Microsoft
MSFT
$2.93T
$4.95M 0.67%
13,374
– –
EME icon
16
Emcor
EME
$33.1B
$4.54M 0.61%
5,162
-997
-16% -$726K
IEFA icon
17
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.45M 0.6%
49,185
+14
+0% +$1.31K
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.4M 0.59%
20,472
– –
RSP icon
19
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$4.38M 0.59%
22,825
-5,000
-18% -$991K
XLP icon
20
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.36M 0.59%
53,175
+721
+1% +$60.7K
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$4.29M 0.58%
38,701
-1,794
-4% -$208K
UPWK icon
22
Upwork
UPWK
$1.12B
$4.27M 0.57%
389,205
-3,259
-0.8% -$51.3K
XLY icon
23
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$4.02M 0.54%
36,899
+670
+2% +$78.3K
TSM icon
24
TSMC
TSM
$2.07T
$3.85M 0.52%
11,402
-1,454
-11% -$500K
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.22T
$3.56M 0.48%
12,397
-5,503
-31% -$1.73M
1
2 3 4 5

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KAM
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EIG
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APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

SkyView Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, SkyView Investment Advisors held 372 positions worth $743M, down 6.2% from $792M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

SkyView Investment Advisors withdrew a net $29.1M in Q1 2026, closing 54 positions and reducing 74 holdings. Its most notable exit was JPMorgan Ultra-Short Income ETF, an estimated $2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 8% a quarter earlier, followed by Technology and Industrials.

Against the trend, SkyView Investment Advisors opened a new position in Art Technology Acquisition Corp Units worth $2.97M.

  • SkyView Investment Advisors's largest Q1 2026 buy was Art Technology Acquisition Corp Units: 300,000 shares worth $2.97M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q1 2026, an estimated $920K increase.
  • SkyView Investment Advisors's biggest Q1 2026 reduction was iShares GSCI Commodity Dynamic Roll Strategy ETF, cutting an estimated $12.9M.
  • SkyView Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q1 2026, selling an estimated $2M.
  • SkyView Investment Advisors's ten largest holdings make up 58% of its $743M portfolio in Q1 2026.
  • SkyView Investment Advisors opened 20 new positions and closed 54 in Q1 2026.
  • SkyView Investment Advisors's portfolio value fell 6.2% quarter-over-quarter to $743M.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.