PEAK FINANCIAL ADVISORS LLC Holdings

PEAK FINANCIAL ADVISORS LLC is an investment fund managing more than 81.33M US dollars. The largest holdings include AGFiQ U.S. Market Neutral Anti-Beta Fund, iShares Short-Term National Muni Bond ETF and SPDR Portfolio Aggregate Bond ETF. In Q3 2022 the fund bought assets of total value of 27.23M US dollars and sold assets of total value of 46.84M US dollars.

$81.32M

portfolio value

-4.15%

quarter

-76.35%

1 year

PEAK FINANCIAL ADVISORS LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	42069000	39372000
Q2 2021	38713000	39935000
Q3 2021	26685000	29323000
Q4 2021	53996000	38177000
Q1 2022	72360000	85338000
Q2 2022	30010000	45533000
Q3 2022	27230000	46839000

PEAK FINANCIAL ADVISORS LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
AGFiQ U.S. Market Neutral Anti-Beta Fund Portfolio share: 7.50% Portfolio value: 6.09M Avg. open price: N/A Current price: $20.63 P/L: N/A N/A Q3 2022	share	7.50%	6.09M	N/A	$20.63	N/A	N/A Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 6.58% Portfolio value: 5.35M Avg. open price: N/A Current price: $104.34 P/L: N/A N/A Q3 2022	share	6.58%	5.35M	N/A	$104.34	N/A	N/A Q3 2022
SPDR Portfolio Aggregate Bond ETF Portfolio share: 6.30% Portfolio value: 5.12M Avg. open price: $26.66 Current price: $25.69 P/L: -3.62% Bought +41.34% shares Q3 2022	share	6.30%	5.12M	$26.66	$25.69	-3.62%	Bought +41.34% shares Q3 2022
Vanguard Mega Cap Value Index Fund Portfolio share: 5.22% Portfolio value: 4.24M Avg. open price: N/A Current price: $106.52 P/L: N/A Sold -3.43% shares Q3 2022	share	5.22%	4.24M	N/A	$106.52	N/A	Sold -3.43% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 4.50% Portfolio value: 3.65M Avg. open price: $82.79 Current price: $81.41 P/L: -1.67% Bought +55.23% shares Q3 2022	share	4.50%	3.65M	$82.79	$81.41	-1.67%	Bought +55.23% shares Q3 2022
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Portfolio share: 3.73% Portfolio value: 3.03M Avg. open price: $13.36 Current price: $16.95 P/L: +26.91% Bought +43.44% shares Q3 2022	share	3.73%	3.03M	$13.36	$16.95	+26.91%	Bought +43.44% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 3.59% Portfolio value: 2.92M Avg. open price: $56.17 Current price: $56.16 P/L: -0.01% Bought +278.66% shares Q3 2022	share	3.59%	2.92M	$56.17	$56.16	-0.01%	Bought +278.66% shares Q3 2022
Specialty Chemicals Albemarle Corporation Portfolio share: 3.56% Portfolio value: 2.89M Avg. open price: $227.75 Current price: $284.28 P/L: +24.82% Sold -3.84% shares Q3 2022	share	3.56%	2.89M	$227.75	$284.28	+24.82%	Sold -3.84% shares Q3 2022
Telecom Services T-Mobile US, Inc. Portfolio share: 3.28% Portfolio value: 2.66M Avg. open price: $128.41 Current price: $152.53 P/L: +18.78% Bought +1.00% shares Q3 2022	share	3.28%	2.66M	$128.41	$152.53	+18.78%	Bought +1.00% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.98% Portfolio value: 2.42M Avg. open price: $3,261.18 Current price: $93.14 P/L: -97.14% Sold -30.96% shares Q3 2022	share	2.98%	2.42M	$3,261.18	$93.14	-97.14%	Sold -30.96% shares Q3 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 2.63% Portfolio value: 2.14M Avg. open price: $246.53 Current price: $252.38 P/L: +2.37% Bought +0.67% shares Q3 2022	share	2.63%	2.14M	$246.53	$252.38	+2.37%	Bought +0.67% shares Q3 2022
Specialty Industrial Machinery Rockwell Automation, Inc. Portfolio share: 2.59% Portfolio value: 2.10M Avg. open price: $281.56 Current price: $265.49 P/L: -5.71% Bought +4.39% shares Q3 2022	share	2.59%	2.10M	$281.56	$265.49	-5.71%	Bought +4.39% shares Q3 2022
Invesco S&P 500 High Dividend Low Volatility ETF Portfolio share: 2.55% Portfolio value: 2.07M Avg. open price: N/A Current price: $45.59 P/L: N/A N/A Q3 2022	share	2.55%	2.07M	N/A	$45.59	N/A	N/A Q3 2022
Electronic Gaming & Multimedia Activision Blizzard, Inc. Portfolio share: 2.46% Portfolio value: 2.00M Avg. open price: $77.86 Current price: $76.87 P/L: -1.27% Bought +96.00% shares Q3 2022	share	2.46%	2.00M	$77.86	$76.87	-1.27%	Bought +96.00% shares Q3 2022
VanEck Rare Earth/Strategic Metals ETF Portfolio share: 2.30% Portfolio value: 1.87M Avg. open price: $99.33 Current price: $96.18 P/L: -3.18% Sold -2.73% shares Q3 2022	share	2.30%	1.87M	$99.33	$96.18	-3.18%	Sold -2.73% shares Q3 2022
Global X Uranium ETF Portfolio share: 2.21% Portfolio value: 1.79M Avg. open price: $18.56 Current price: $21.01 P/L: +13.20% Bought +0.51% shares Q3 2022	share	2.21%	1.79M	$18.56	$21.01	+13.20%	Bought +0.51% shares Q3 2022
Oil & Gas Midstream The Williams Companies, Inc. Portfolio share: 2.11% Portfolio value: 1.71M Avg. open price: $31.21 Current price: $34.96 P/L: +12.02% Bought +1.21% shares Q3 2022	share	2.11%	1.71M	$31.21	$34.96	+12.02%	Bought +1.21% shares Q3 2022
Oil & Gas E&P Canadian Natural Resources Limited Portfolio share: 1.97% Portfolio value: 1.60M Avg. open price: $29.95 Current price: $59.96 P/L: +100.19% Sold -7.28% shares Q3 2022	share	1.97%	1.60M	$29.95	$59.96	+100.19%	Sold -7.28% shares Q3 2022
Farm & Heavy Construction Machinery PACCAR Inc Portfolio share: 1.94% Portfolio value: 1.57M Avg. open price: $82.34 Current price: $105.79 P/L: +28.48% Bought +1.07% shares Q3 2022	share	1.94%	1.57M	$82.34	$105.79	+28.48%	Bought +1.07% shares Q3 2022
Drug Manufacturers—Specialty & Generic Perrigo Company plc Portfolio share: 1.94% Portfolio value: 1.57M Avg. open price: N/A Current price: $31.94 P/L: N/A N/A Q3 2022	share	1.94%	1.57M	N/A	$31.94	N/A	N/A Q3 2022
Utilities—Regulated Electric Xcel Energy Inc. Portfolio share: 1.93% Portfolio value: 1.56M Avg. open price: $70.76 Current price: $69.14 P/L: -2.29% Bought +4.33% shares Q3 2022	share	1.93%	1.56M	$70.76	$69.14	-2.29%	Bought +4.33% shares Q3 2022
Travel Services Expedia Group, Inc. Portfolio share: 1.90% Portfolio value: 1.54M Avg. open price: $94.83 Current price: $103.69 P/L: +9.34% Bought +75.57% shares Q3 2022	share	1.90%	1.54M	$94.83	$103.69	+9.34%	Bought +75.57% shares Q3 2022
REIT—Healthcare Facilities Healthcare Realty Trust Incorporated Portfolio share: 1.84% Portfolio value: 1.49M Avg. open price: $27.48 Current price: $20.43 P/L: -25.66% N/A Q3 2022	share	1.84%	1.49M	$27.48	$20.43	-25.66%	N/A Q3 2022
Medical Care Facilities HCA Healthcare, Inc. Portfolio share: 1.82% Portfolio value: 1.48M Avg. open price: $250.62 Current price: $239.03 P/L: -4.62% Sold -1.77% shares Q3 2022	share	1.82%	1.48M	$250.62	$239.03	-4.62%	Sold -1.77% shares Q3 2022
Recreational Vehicles THOR Industries, Inc. Portfolio share: 1.72% Portfolio value: 1.39M Avg. open price: $103.32 Current price: $90.44 P/L: -12.46% Bought +4.76% shares Q3 2022	share	1.72%	1.39M	$103.32	$90.44	-12.46%	Bought +4.76% shares Q3 2022
Asset Management Blackstone Inc. Portfolio share: 1.69% Portfolio value: 1.37M Avg. open price: $92.76 Current price: $85.16 P/L: -8.19% Bought +189.71% shares Q3 2022	share	1.69%	1.37M	$92.76	$85.16	-8.19%	Bought +189.71% shares Q3 2022
Utilities Select Sector SPDR Fund Portfolio share: 1.69% Portfolio value: 1.37M Avg. open price: N/A Current price: $71.03 P/L: N/A Sold -62.03% shares Q3 2022	share	1.69%	1.37M	N/A	$71.03	N/A	Sold -62.03% shares Q3 2022
ISHARES TR Portfolio share: 1.60% Portfolio value: 1.30M Avg. open price: N/A Current price: N/A P/L: N/A Bought +9.42% shares Q3 2022	share	1.60%	1.30M	N/A	N/A	N/A	Bought +9.42% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 1.60% Portfolio value: 1.30M Avg. open price: $47.98 Current price: $90.31 P/L: +88.22% N/A Q3 2022	share	1.60%	1.30M	$47.98	$90.31	+88.22%	N/A Q3 2022
Beverages—Wineries & Distilleries Constellation Brands, Inc. Portfolio share: 1.46% Portfolio value: 1.18M Avg. open price: $249.39 Current price: $261.05 P/L: +4.68% Sold -2.88% shares Q3 2022	share	1.46%	1.18M	$249.39	$261.05	+4.68%	Sold -2.88% shares Q3 2022
Specialty Chemicals Ecolab Inc. Portfolio share: 1.35% Portfolio value: 1.1M Avg. open price: $153.76 Current price: $151.36 P/L: -1.56% Bought +3.44% shares Q3 2022	share	1.35%	1.1M	$153.76	$151.36	-1.56%	Bought +3.44% shares Q3 2022
Beverages—Non-Alcoholic Keurig Dr Pepper Inc. Portfolio share: 1.25% Portfolio value: 1.01M Avg. open price: $35.39 Current price: $38.71 P/L: +9.38% Bought +1.01% shares Q3 2022	share	1.25%	1.01M	$35.39	$38.71	+9.38%	Bought +1.01% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.90% Portfolio value: 730K Avg. open price: $131.1 Current price: $147.82 P/L: +12.76% Sold -0.30% shares Q3 2022	share	0.90%	730K	$131.1	$147.82	+12.76%	Sold -0.30% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.79% Portfolio value: 641K Avg. open price: N/A Current price: $75.65 P/L: N/A N/A Q3 2022	share	0.79%	641K	N/A	$75.65	N/A	N/A Q3 2022
iShares MSCI ACWI ETF Portfolio share: 0.55% Portfolio value: 444K Avg. open price: N/A Current price: $89.72 P/L: N/A Sold -31.08% shares Q3 2022	share	0.55%	444K	N/A	$89.72	N/A	Sold -31.08% shares Q3 2022
Gold SSR Mining Inc. Portfolio share: 0.49% Portfolio value: 400K Avg. open price: $19.87 Current price: $15.85 P/L: -20.23% Sold -26.87% shares Q1 2022	share	0.49%	400K	$19.87	$15.85	-20.23%	Sold -26.87% shares Q1 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.46% Portfolio value: 373K Avg. open price: $133.98 Current price: $163.29 P/L: +21.88% Bought +5.15% shares Q3 2022	share	0.46%	373K	$133.98	$163.29	+21.88%	Bought +5.15% shares Q3 2022
Packaged Foods General Mills, Inc. Portfolio share: 0.44% Portfolio value: 356K Avg. open price: $67.72 Current price: $86.52 P/L: +27.76% Sold -40.99% shares Q3 2022	share	0.44%	356K	$67.72	$86.52	+27.76%	Sold -40.99% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.43% Portfolio value: 352K Avg. open price: $50.94 Current price: $37.98 P/L: -25.44% Sold -16.63% shares Q3 2022	share	0.43%	352K	$50.94	$37.98	-25.44%	Sold -16.63% shares Q3 2022
SPDR Portfolio Intermediate Term Corporate Bond ETF Portfolio share: 0.39% Portfolio value: 321K Avg. open price: $34.15 Current price: $32.27 P/L: -5.51% Sold -1.59% shares Q3 2022	share	0.39%	321K	$34.15	$32.27	-5.51%	Sold -1.59% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.38% Portfolio value: 311K Avg. open price: N/A Current price: $158.85 P/L: N/A N/A Q3 2022	share	0.38%	311K	N/A	$158.85	N/A	N/A Q3 2022
Conglomerates Compass Diversified Portfolio share: 0.37% Portfolio value: 299K Avg. open price: $26.53 Current price: $19.15 P/L: -27.81% Sold -31.29% shares Q3 2022	share	0.37%	299K	$26.53	$19.15	-27.81%	Sold -31.29% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.36% Portfolio value: 296K Avg. open price: $319.29 Current price: $252.88 P/L: -20.80% Sold -24.87% shares Q3 2022	share	0.36%	296K	$319.29	$252.88	-20.80%	Sold -24.87% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.36% Portfolio value: 295K Avg. open price: $26.32 Current price: $18.92 P/L: -28.11% Bought +1.66% shares Q3 2022	share	0.36%	295K	$26.32	$18.92	-28.11%	Bought +1.66% shares Q3 2022
REIT—Diversified VICI Properties Inc. Portfolio share: 0.36% Portfolio value: 291K Avg. open price: N/A Current price: $34.03 P/L: N/A Sold -23.39% shares Q3 2022	share	0.36%	291K	N/A	$34.03	N/A	Sold -23.39% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 0.36% Portfolio value: 290K Avg. open price: $60.57 Current price: $53.83 P/L: -11.13% Bought +0.61% shares Q3 2022	share	0.36%	290K	$60.57	$53.83	-11.13%	Bought +0.61% shares Q3 2022
Tobacco Altria Group, Inc. Portfolio share: 0.35% Portfolio value: 288K Avg. open price: $52.25 Current price: $47.63 P/L: -8.84% Sold -21.19% shares Q3 2022	share	0.35%	288K	$52.25	$47.63	-8.84%	Sold -21.19% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.35% Portfolio value: 285K Avg. open price: $7.64 Current price: $21.79 P/L: +185.14% N/A Q3 2022	share	0.35%	285K	$7.64	$21.79	+185.14%	N/A Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.34% Portfolio value: 273K Avg. open price: N/A Current price: $185.66 P/L: N/A N/A Q3 2022	share	0.34%	273K	N/A	$185.66	N/A	N/A Q3 2022
Oil & Gas Midstream Enbridge Inc. Portfolio share: 0.33% Portfolio value: 272K Avg. open price: $39.01 Current price: $40.61 P/L: +4.11% Sold -22.82% shares Q3 2022	share	0.33%	272K	$39.01	$40.61	+4.11%	Sold -22.82% shares Q3 2022
Drug Manufacturers—General Gilead Sciences, Inc. Portfolio share: 0.33% Portfolio value: 267K Avg. open price: N/A Current price: $88.55 P/L: N/A Sold -18.67% shares Q3 2022	share	0.33%	267K	N/A	$88.55	N/A	Sold -18.67% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.32% Portfolio value: 260K Avg. open price: $50.68 Current price: $47.85 P/L: -5.58% Sold -1.96% shares Q3 2022	share	0.32%	260K	$50.68	$47.85	-5.58%	Sold -1.96% shares Q3 2022
REIT—Office Corporate Office Properties Trust Portfolio share: 0.32% Portfolio value: 257K Avg. open price: $26.98 Current price: $26.9 P/L: -0.30% Sold -17.95% shares Q3 2022	share	0.32%	257K	$26.98	$26.9	-0.30%	Sold -17.95% shares Q3 2022
Capital Markets Moelis & Company Portfolio share: 0.29% Portfolio value: 234K Avg. open price: $56.92 Current price: $44.2 P/L: -22.35% Sold -15.28% shares Q3 2022	share	0.29%	234K	$56.92	$44.2	-22.35%	Sold -15.28% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.28% Portfolio value: 226K Avg. open price: $271.05 Current price: $232.34 P/L: -14.28% Sold -5.29% shares Q3 2022	share	0.28%	226K	$271.05	$232.34	-14.28%	Sold -5.29% shares Q3 2022
REIT—Healthcare Facilities CareTrust REIT, Inc. Portfolio share: 0.27% Portfolio value: 220K Avg. open price: N/A Current price: $20.23 P/L: N/A N/A Q3 2022	share	0.27%	220K	N/A	$20.23	N/A	N/A Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.26% Portfolio value: 208K Avg. open price: N/A Current price: $560.53 P/L: N/A Sold -8.48% shares Q1 2022	share	0.26%	208K	N/A	$560.53	N/A	Sold -8.48% shares Q1 2022
Scientific & Technical Instruments Sono-Tek Corporation Portfolio share: 0.13% Portfolio value: 102K Avg. open price: $7.3 Current price: $5.84 P/L: -19.94% Bought +38.02% shares Q3 2022	share	0.13%	102K	$7.3	$5.84	-19.94%	Bought +38.02% shares Q3 2022
Simplify Health Care ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $27.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$27.59	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
KraneShares CSI China Internet ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $31.21 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$31.21	N/A	Sold -100.00% shares Q3 2022
KraneShares Bosera MSCI China A 50 Connect Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $31.56 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$31.56	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $110.04 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$110.04	N/A	Sold -100.00% shares Q3 2022
Mortgage Finance Encore Capital Group, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $49.65 Current price: $50.38 P/L: +1.47% Sold -100.00% shares Q3 2022	share	0.00%	0	$49.65	$50.38	+1.47%	Sold -100.00% shares Q3 2022
REIT—Office Paramount Group, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $6.11 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$6.11	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $42.63 Current price: $51.04 P/L: +19.73% Sold -100.00% shares Q3 2022	share	0.00%	0	$42.63	$51.04	+19.73%	Sold -100.00% shares Q3 2022
Packaged Foods Pilgrim's Pride Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $25.1 Current price: $26.07 P/L: +3.86% Sold -100.00% shares Q3 2022	share	0.00%	0	$25.1	$26.07	+3.86%	Sold -100.00% shares Q3 2022
REIT—Industrial Prologis, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $161.48 Current price: $116.94 P/L: -27.58% Sold -100.00% shares Q3 2022	share	0.00%	0	$161.48	$116.94	-27.58%	Sold -100.00% shares Q3 2022
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $47.02 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$47.02	N/A	Sold -100.00% shares Q3 2022
REIT—Healthcare Facilities Healthcare Realty Trust Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $27.48 Current price: $20.43 P/L: -25.66% Sold -100.00% shares Q3 2022	share	0.00%	0	$27.48	$20.43	-25.66%	Sold -100.00% shares Q3 2022
Oil & Gas Integrated Suncor Energy Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $31.94 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$31.94	N/A	Sold -100.00% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $481.15 Current price: $538.57 P/L: +11.93% Sold -100.00% shares Q3 2022	share	0.00%	0	$481.15	$538.57	+11.93%	Sold -100.00% shares Q3 2022
Oil & Gas Refining & Marketing Valero Energy Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $61.83 Current price: $127.07 P/L: +105.50% Sold -100.00% shares Q3 2022	share	0.00%	0	$61.83	$127.07	+105.50%	Sold -100.00% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $7.64 Current price: $21.79 P/L: +185.14% Sold -100.00% shares Q3 2022	share	0.00%	0	$7.64	$21.79	+185.14%	Sold -100.00% shares Q3 2022
SPDR Gold MiniShares Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.69 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.69	N/A	Sold -100.00% shares Q3 2022
Specialty Chemicals LyondellBasell Industries N.V. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $102.82 Current price: $84.9 P/L: -17.43% Sold -100.00% shares Q3 2022	share	0.00%	0	$102.82	$84.9	-17.43%	Sold -100.00% shares Q3 2022

Showing TOP 76 PEAK FINANCIAL ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PEAK FINANCIAL ADVISORS LLC?

The biggest position of the PEAK FINANCIAL ADVISORS LLC is AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) with 7.5% portfolio share worth of 6.1M US dollars.

Top 5 PEAK FINANCIAL ADVISORS's holdings represent 30.1% of the portfolio:

AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) – 7.5%
iShares Short-Term National Muni Bond ETF (SUB) – 6.58%
SPDR Portfolio Aggregate Bond ETF (SPAB) – 6.3%
Vanguard Mega Cap Value Index Fund (MGV) – 5.22%
iShares 1-3 Year Treasury Bond ETF (SHY) – 4.5%

Who is the portfolio manager of PEAK FINANCIAL ADVISORS LLC?

The portfolio manager of the PEAK FINANCIAL ADVISORS LLC is .

What is the total asset value of the PEAK FINANCIAL ADVISORS LLC portfolio?

PEAK FINANCIAL ADVISORS LLC total asset value (portfolio value) is 81.33M US dollars.

Who is ?

is the portfolio manager of the PEAK FINANCIAL ADVISORS LLC.

What is (PEAK FINANCIAL ADVISORS LLC) fund performance?

PEAK FINANCIAL ADVISORS's quarterly performance is -4.15%, annualy -76.35%.

What is the PEAK FINANCIAL ADVISORS LLC CIK?

PEAK FINANCIAL ADVISORS's Central Index Key is 0001843309 .