SFI Advisors, LLC
All 13F Filings
- Location
- Montclair, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 155,981
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 66 | 155,981 | 13F-HR | SFI Advisors, LLC |
| Q3 2025 | 10/29/2025 | 62 | 156,977 | 13F-HR | SFI Advisors, LLC |
| Q2 2025 | 8/11/2025 | 57 | 144,501 | 13F-HR | SFI Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.2 K | 69.3% | 0 | 561 | -561 |
| ETFs | 46.5 K | 30.7% | 0 | 851 | -851 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
155,981
Holdings
66
QoQ value change ($000)
-996
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.