Peak Financial Advisors as of Dec. 31, 2020
Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 54 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 8.5 | $9.9M | 354k | 27.97 | |
| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 7.9 | $9.1M | 479k | 19.05 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 6.3 | $7.3M | 363k | 20.19 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 6.2 | $7.2M | 63k | 115.91 | |
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 4.7 | $5.5M | 170k | 32.10 | |
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 3.9 | $4.5M | 59k | 76.30 | |
| Amazon (AMZN) | 3.6 | $4.2M | 1.3k | 3257.12 | |
| Heron Therapeutics (HRTX) | 3.3 | $3.8M | 180k | 21.17 | |
| Encore Capital (ECPG) | 2.7 | $3.2M | 82k | 38.95 | |
| Invesco Activly Mangd Etc Optimum Yield (PDBC) | 2.7 | $3.2M | 207k | 15.26 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 2.4 | $2.8M | 30k | 93.27 | |
| Innovative Industria A (IIPR) | 2.3 | $2.6M | 14k | 183.11 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 2.2 | $2.5M | 17k | 146.38 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.0 | $2.3M | 82k | 28.01 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 2.0 | $2.3M | 30k | 76.80 | |
| Albemarle Corporation (ALB) | 1.9 | $2.2M | 15k | 147.51 | |
| Ishares Msci Taiwan Etf (EWT) | 1.7 | $2.0M | 38k | 53.08 | |
| FTI Consulting (FCN) | 1.7 | $2.0M | 18k | 111.72 | |
| Eagle Materials (EXP) | 1.7 | $1.9M | 19k | 101.35 | |
| Canadian Natural Resources (CNQ) | 1.6 | $1.9M | 79k | 24.05 | |
| Gamestop Corp Cl A (GME) | 1.6 | $1.9M | 99k | 18.84 | |
| Marathon Petroleum Corp (MPC) | 1.6 | $1.8M | 45k | 41.36 | |
| Insperity (NSP) | 1.5 | $1.8M | 22k | 81.43 | |
| At&t (T) | 1.5 | $1.8M | 62k | 28.76 | |
| Costco Wholesale Corporation (COST) | 1.5 | $1.8M | 4.7k | 376.82 | |
| Ishares Tr Msci Finland Etf (EFNL) | 1.5 | $1.7M | 39k | 44.30 | |
| Ishares Tr Msci India Etf (INDA) | 1.4 | $1.7M | 42k | 40.22 | |
| Twilio Cl A (TWLO) | 1.4 | $1.6M | 4.8k | 338.52 | |
| Vaneck Vectors Etf Tr Rare Earth Strat (REMX) | 1.4 | $1.6M | 24k | 65.80 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.4 | $1.6M | 43k | 36.51 | |
| Match Group (MTCH) | 1.4 | $1.6M | 10k | 151.21 | |
| Thor Industries (THO) | 1.3 | $1.5M | 17k | 92.99 | |
| Becton, Dickinson and (BDX) | 1.3 | $1.5M | 6.2k | 250.28 | |
| Kraneshares Tr Bosera Msci Ch (KBA) | 1.2 | $1.4M | 31k | 45.89 | |
| Experience Invt Corp Com Cl A | 1.2 | $1.4M | 126k | 11.08 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.2 | $1.3M | 15k | 90.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.2M | 674.00 | 1752.23 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.8 | $889k | 7.1k | 124.49 | |
| Vanguard Wellington Us Value Factr (VFVA) | 0.7 | $770k | 9.9k | 78.08 | |
| Apple (AAPL) | 0.6 | $748k | 5.6k | 132.62 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.6 | $713k | 19k | 37.18 | |
| Ssr Mining (SSRM) | 0.6 | $708k | 35k | 20.10 | |
| Tesla Motors (TSLA) | 0.6 | $706k | 1.0k | 706.00 | |
| Abbvie (ABBV) | 0.5 | $552k | 5.2k | 107.14 | |
| Broadcom (AVGO) | 0.4 | $484k | 1.1k | 437.61 | |
| Annaly Capital Management | 0.4 | $436k | 52k | 8.46 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.3 | $399k | 6.9k | 57.83 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $342k | 1.4k | 240.85 | |
| Exelon Corporation (EXC) | 0.3 | $314k | 7.4k | 42.28 | |
| Public Storage (PSA) | 0.3 | $311k | 1.3k | 230.71 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $300k | 644.00 | 465.84 | |
| Valero Energy Corporation (VLO) | 0.2 | $264k | 4.7k | 56.60 | |
| Microsoft Corporation (MSFT) | 0.2 | $208k | 934.00 | 222.70 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $208k | 5.5k | 37.67 |
