SFI Advisors, LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.0ptsvs SPY
Invested
$190.5M
Holdings
48
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VPX
EA SERIES TRUST
Held since at least Q1 2024
7.8%
02
$AAPL
APPLE INC
Q1 2026: Increased +57.6% (27.4k → 43.2k shares)
7.3%
03
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 97.9k shares)
5.8%
04
$FXO
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 114.0k shares)
4.3%
05
$IVE
ISHARES TR
Q1 2026: Exited (was 30.3k shares)
4.2%
06
$IAI
ISHARES TR
Q1 2026: Exited (was 39.4k shares)
3.9%
07
$AIS
TIDAL TRUST III
Q1 2026: Exited (was 154.3k shares)
3.6%
08
$CIBR
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 83.8k shares)
3.5%
09
$XTL
SPDR SERIES TRUST
Q1 2026: Exited (was 49.1k shares)
3.3%
10
$FDN
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 21.8k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.