SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$447K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.17M
3
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

1
+$22M
2
+$3.34M
3
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

1 Financials 8.02%
2 Technology 7.27%
3 Industrials 5.21%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
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
$14.7B
$86.3M 10.89%
652,451
-25,474
IVV icon
2
iShares Core S&P 500 ETF
IVV
$771B
$53.5M 6.76%
78,187
-958
JMTG
3
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.9B
$50.5M 6.37%
988,597
-23,457
MBB icon
4
iShares MBS ETF
MBB
$38.8B
$48.4M 6.12%
508,800
+16,571
DGRW icon
5
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$47.2M 5.96%
527,860
-1,241
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.62B
$43.4M 5.47%
1,008,073
-7,779
IAU icon
7
iShares Gold Trust
IAU
$76.8B
$37.4M 4.72%
461,453
-19,659
IEI icon
8
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$33.9M 4.28%
283,804
-12,363
NVDA icon
9
NVIDIA
NVDA
$4.84T
$27.8M 3.5%
148,815
+786
COMT icon
10
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.15B
$11.7M 1.48%
+470,849
IBKR icon
11
Interactive Brokers
IBKR
$35.5B
$9.13M 1.15%
141,999
-3,915
UPWK icon
12
Upwork
UPWK
$1.47B
$7.78M 0.98%
392,464
-9,930
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$710B
$7.58M 0.96%
11,115
-24
ALLY icon
14
Ally Financial
ALLY
$13B
$7.33M 0.93%
161,863
-3,746
MSFT icon
15
Microsoft
MSFT
$3.05T
$6.47M 0.82%
13,374
-132
HELO icon
16
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.93B
$5.67M 0.72%
85,288
+78,680
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.05T
$5.62M 0.71%
17,900
-1,205
RSP icon
18
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$5.33M 0.67%
27,825
EWJ icon
19
iShares MSCI Japan ETF
EWJ
$20.1B
$5.11M 0.64%
63,224
-201
XLC icon
20
State Street Communication Services Select Sector SPDR ETF
XLC
$25.4B
$4.77M 0.6%
40,495
+467
VIG icon
21
Vanguard Dividend Appreciation ETF
VIG
$104B
$4.5M 0.57%
20,472
-154
IEFA icon
22
iShares Core MSCI EAFE ETF
IEFA
$182B
$4.4M 0.56%
49,171
+5
XLY icon
23
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$4.33M 0.55%
36,229
+555
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$4.08M 0.51%
52,454
+2,344
AMZN icon
25
Amazon
AMZN
$2.67T
$3.99M 0.5%
17,298
-689
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