PEAK FINANCIAL ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PF PEAK FINANCIAL ADVISORS LLC | Institutional Filer | ▲ 1.46% | $225.9M | 70 |
Current Portfolio Holdings
Showing all 70 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | — | 635K | $24.9M | 11.04% |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | — | 668K | $18.2M | 8.05% |
| 3 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 343K | $17.0M | 7.51% |
| 4 | GLDM | WORLD GOLD TR | — | 165K | $15.3M | 6.79% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | — | 259K | $13.9M | 6.18% |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 430K | $13.0M | 5.76% |
| 7 | EMB | ISHARES TR | — | 117K | $11.0M | 4.87% |
| 8 | ICSH | ISHARES TR | — | 107K | $5.4M | 2.40% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 24K | $5.0M | 2.21% |
| 10 | CNQ | Canadian Natural Resources Limited | Energy | 94K | $4.6M | 2.02% |
| 11 | CIEN | Ciena Corporation | Technology | 11K | $4.4M | 1.95% |
| 12 | APA | APA Corporation | Energy | 103K | $4.4M | 1.93% |
| 13 | INDA | ISHARES TR | — | 86K | $4.0M | 1.78% |
| 14 | TRGP | Targa Resources Corp. | Energy | 14K | $3.5M | 1.56% |
| 15 | NFLX | Netflix, Inc. | Communication Services | 36K | $3.4M | 1.52% |
Showing 1 to 15 of 70 holdings