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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
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
$15.2B
$83.2M 12.51%
755,747
+79
+0% +$9.14K
MBB icon
2
iShares MBS ETF
MBB
$39B
$45.5M 6.85%
485,650
+16,370
+3% +$1.51M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$869B
$44.7M 6.72%
79,517
-684
-0.9% -$404K
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$42.4M 6.37%
530,302
+13,015
+3% +$1.07M
IEI icon
5
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$35.1M 5.27%
296,724
+32,620
+12% +$3.8M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$34.2M 5.14%
958,924
+10,403
+1% +$367K
IAU icon
7
iShares Gold Trust
IAU
$63B
$30.1M 4.53%
511,367
-4,055
-0.8% -$219K
IBHE
8
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$21M 3.16%
+903,309
New +$21M
NVDA icon
9
NVIDIA
NVDA
$5.01T
$15.6M 2.34%
143,706
+6,328
+5% +$802K
PMBS
10
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.37B
$6.59M 0.99%
134,360
– –
IBKR icon
11
Interactive Brokers
IBKR
$40.9B
$6.11M 0.92%
147,512
+1,564
+1% +$77.5K
ALLY icon
12
Ally Financial
ALLY
$13.1B
$6.07M 0.91%
166,439
+8,768
+6% +$323K
EWJ icon
13
iShares MSCI Japan ETF
EWJ
$21.6B
$5.72M 0.86%
83,467
+4,028
+5% +$277K
MSFT icon
14
Microsoft
MSFT
$2.84T
$5.04M 0.76%
13,440
+296
+2% +$121K
UPWK icon
15
Upwork
UPWK
$1.09B
$5.04M 0.76%
386,266
+17,763
+5% +$271K
IBHF icon
16
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$834M
$4.94M 0.74%
+212,767
New +$4.95M
RSP icon
17
Invesco S&P 500 Equal Weight ETF
RSP
$96.3B
$4.8M 0.72%
27,700
-4,000
-13% -$711K
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.14M 0.62%
21,335
– –
XLP icon
19
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$3.91M 0.59%
47,898
+2,502
+6% +$200K
PGR icon
20
Progressive
PGR
$124B
$3.8M 0.57%
13,440
+534
+4% +$140K
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$3.75M 0.56%
38,904
+1,839
+5% +$184K
IEFA icon
22
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.72M 0.56%
49,166
+154
+0.3% +$11.5K
CP icon
23
Canadian Pacific Kansas City
CP
$82B
$3.5M 0.53%
49,889
+1,208
+2% +$91.9K
XLY icon
24
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.3B
$3.36M 0.51%
34,052
+1,794
+6% +$195K
META icon
25
Meta Platforms (Facebook)
META
$1.51T
$3.28M 0.49%
5,697
-112
-2% -$72.3K
1
2 3 4 5

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EIG
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HI
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HCP
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CC
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PCOC
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ROC
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CNB
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SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.