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Sfi Advisors, LLC
SFI Advisors, LLC is an SEC-registered investment adviser headquartered in Montclair, New Jersey. Founded in 2017, the firm provides investment management, employee benefits, retirement plan management, and business succession planning services. SFI Advisors serves individual investors, including high net worth individuals, and focuses on tailored corporate and HR planning for businesses. The firm counts approximately 10-12 employees and offers result-driven solutions for both individuals and organizations seeking professional financial guidance.
Investment Strategy
SFI Advisors, LLC adopts an active management approach, primarily investing in a diversified selection of equities and ETFs. The firm focuses on both individual investors and high net worth clients, leveraging tailored portfolios that emphasize risk management and sector diversification. Their investment strategy tends to be responsive to market conditions, reflected by regular portfolio rebalancing and adjustments in holdings across sectors such as technology, finance, and broad market funds, aiming to preserve capital while seeking steady growth.
Latest 13F Filing Activity
Sfi Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $145M. The fund increased holdings in SPDR Series Trust, Vaneck Etf Trust, Ishares TR among other positions. Sfi Advisors, LLC reduced exposure to SPDR Series Trust, Calamos Conv & High Income F, PIMCO High Income FD among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 5.06% | $7.3M | 79,751 | $91.73 | $91.73 | +$7.3M |
I IAI | ISHARES TR | 4.74% | $6.8M | 40,485 | $110.09 | $169.14 | +$777.9K |
F FXO | FIRST TR EXCHANGE TRADED FD | 4.58% | $6.6M | 117,997 | $39.85 | $56.06 | +$94.4K |
I IGV | ISHARES TR | 4.57% | $6.6M | 60,316 | $79.36 | $109.50 | +$1.0M |
C CIBR | FIRST TR EXCHANGE TRADED FD | 4.50% | $6.5M | 86,109 | $52.88 | $75.58 | +$833.7K |
Industry Allocation
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