SFI Advisors, LLC
All 13F Filings
- Location
- Montclair, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 115,908
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 55 | 115,908 | 13F-HR | SFI Advisors, LLC |
| Q1 2026 | 5/5/2026 | 48 | 95,233 | 13F-HR | SFI Advisors, LLC |
| 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 | 42.95 K | 37.1% | 0 | 4.395 K | -4.395 K |
| ETFs | 72.96 K | 62.9% | 27.92 K | 0 | 27.92 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
115,908
Holdings
55
QoQ value change ($000)
20,675
(21.7%)
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.