Peak Financial Advisors

Peak Financial Advisors as of March 31, 2021

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 70 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kraneshares Tr Quadrtc Int Rt (IVOL) 12.2 $15M 508k 28.58
Wisdomtree Tr Enhncd Cmmdty St (GCC) 7.1 $8.5M 422k 20.06
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 6.7 $7.9M 394k 20.15
Invesco Activly Mangd Etc Optimum Yield (PDBC) 5.4 $6.4M 372k 17.24
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 5.4 $6.4M 201k 31.93
Ishares Tr Msci India Etf (INDA) 2.3 $2.7M 63k 42.18
Amazon (AMZN) 2.2 $2.7M 858.00 3094.41
Canadian Natural Resources (CNQ) 2.2 $2.6M 85k 30.87
Ark Etf Tr Next Gnrtn Inter (ARKW) 2.2 $2.6M 18k 147.42
Eagle Materials (EXP) 2.1 $2.5M 19k 134.43
Ishares Msci Taiwan Etf (EWT) 2.1 $2.5M 42k 59.96
Marathon Petroleum Corp (MPC) 2.1 $2.4M 46k 53.50
Ark Etf Tr Autnmus Technlgy (ARKQ) 2.0 $2.3M 28k 83.96
Thor Industries (THO) 1.9 $2.3M 17k 134.73
Heron Therapeutics (HRTX) 1.9 $2.3M 140k 16.21
AMN Healthcare Services (AMN) 1.8 $2.1M 29k 73.71
Spirit Airlines (SAVE) 1.8 $2.1M 57k 36.91
Dillards Cl A (DDS) 1.7 $2.1M 21k 96.56
Advisorshares Tr Pure Us Cannabis (MSOS) 1.7 $2.0M 48k 42.40
Ishares Msci Cda Etf (EWC) 1.7 $2.0M 59k 34.05
At&t (T) 1.7 $2.0M 66k 30.27
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 1.6 $1.9M 25k 74.97
Capital One Financial (COF) 1.5 $1.8M 14k 127.20
Twilio Cl A (TWLO) 1.4 $1.7M 5.0k 340.81
Purecycle Technologies (PCT) 1.4 $1.7M 66k 25.49
Sunopta (STKL) 1.4 $1.7M 112k 14.77
Gildan Activewear Inc Com Cad (GIL) 1.4 $1.6M 53k 30.66
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.3 $1.5M 44k 34.06
Encore Capital (ECPG) 1.2 $1.5M 36k 40.24
Albemarle Corporation (ALB) 1.2 $1.4M 9.5k 146.12
Metropcs Communications (TMUS) 1.1 $1.4M 11k 125.30
Designer Brands Cl A (DBI) 1.1 $1.3M 77k 17.40
Las Vegas Sands (LVS) 1.1 $1.3M 22k 60.77
Fiserv (FI) 1.1 $1.3M 11k 119.03
Select Sector Spdr Tr Energy (XLE) 1.1 $1.3M 26k 49.05
Experience Invt Corp Com Cl A 1.1 $1.3M 122k 10.29
Ark Etf Tr Genomic Rev Etf (ARKG) 1.0 $1.2M 14k 88.71
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $950k 10k 95.16
Snowflake Cl A (SNOW) 0.8 $912k 4.0k 229.26
Vanguard Wellington Us Value Factr (VFVA) 0.7 $779k 8.2k 94.52
Annaly Capital Management 0.6 $738k 86k 8.60
Ark Etf Tr Innovation Etf (ARKK) 0.6 $694k 5.8k 120.01
Apple (AAPL) 0.6 $684k 5.6k 122.10
Cootek Cayman Sponsored Ads 0.5 $600k 217k 2.77
Abbvie (ABBV) 0.5 $534k 4.9k 108.23
Ssr Mining (SSRM) 0.4 $532k 37k 14.29
Valero Energy Corporation (VLO) 0.4 $524k 7.3k 71.57
Iron Mountain (IRM) 0.4 $497k 13k 36.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $488k 12k 39.42
Broadcom (AVGO) 0.4 $430k 928.00 463.36
Compass Diversified Sh Ben Int (CODI) 0.4 $421k 18k 23.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $409k 7.9k 52.10
Omni (OMC) 0.3 $398k 5.4k 74.07
Public Storage (PSA) 0.3 $374k 1.5k 247.03
Interpublic Group of Companies (IPG) 0.3 $366k 13k 29.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $345k 1.4k 242.96
Tesla Motors (TSLA) 0.3 $335k 502.00 667.33
Ishares Msci Aust Etf (EWA) 0.3 $313k 13k 24.81
Ishares Tr Msci Saudi Arbia (KSA) 0.2 $292k 8.1k 35.91
Thermo Fisher Scientific (TMO) 0.2 $283k 621.00 455.72
Ishares Msci Sth Afr Etf (EZA) 0.2 $261k 5.3k 49.31
Citizens Financial (CFG) 0.2 $251k 5.7k 44.17
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $240k 5.7k 42.30
Ishares Msci Sth Kor Etf (EWY) 0.2 $239k 2.7k 89.61
Vaneck Vectors Etf Tr Russia Etf 0.2 $218k 8.4k 25.84
Microsoft Corporation (MSFT) 0.2 $217k 920.00 235.87
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $216k 3.5k 62.30
JPMorgan Chase & Co. (JPM) 0.2 $204k 1.3k 152.58
Apollo Invt Corp Com New (MFIC) 0.1 $144k 11k 13.69
Oaktree Specialty Lending Corp 0.1 $126k 20k 6.19