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Home > Institutional Investor > Sfi Advisors, Llc > Profile

Instuitional Investor - Sfi Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sfi Advisors, Llc
Portfolio Value $117,097,182
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 27,666 $5,326,535 4.54%
2.
Ishares Trust
 IEF 12,682 $5,144,529 4.39%
3.
Ishares Tr
 47,284 $5,131,836 4.38%
4.
J P Morgan Exchange Traded F
 87,520 $4,867,862 4.15%
5.
First Trust Exchange-Traded Alphadex Fund
 88,877 $4,785,138 4.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)