Alternative Investment Advisors, LLC.

RIA/Wealth

Alternative Investment Advisors, LLC. is a RIA/Wealth based in Maitland, FL led by Jeffrey Michael Skraban, reporting $341.0M in AUM as of Q3 2025 with 84% ETF concentration, 84% concentrated in top 10 holdings, and 62% allocation to IVV.

Managing PartnerJeffrey Michael Skraban

Portfolio Value: $220.0M
Positions: 56
Top Holding: IVV at 61.91%
Last Reported: Q3 2025

Address698 North Maitland Avenue, Suite 101, Maitland, FL, 32751, United States

Top Holdings

Largest long holdings in Alternative Investment Advisors, LLC.'s portfolio (84.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$136.2M	61.91%	+$4.6M Bought	— 203.5K shares	Q3 2023 Held for 2y 3m
2 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$7.9M	3.58%	+$603.8K Bought	— 133.0K shares	Q4 2024 Held for 1 year
3 iShares S&P 100 OEF	ETF ETF	$7.7M	3.52%	+$399.1K Bought	— 23.3K shares	Q4 2023 Held for 2 years
4 BlackRock Flexible Income BINC	ETF ETF	$7.5M	3.42%	+$7.5M New	— 141.3K shares	Q3 2025 Held for 3 months
5 iShares MBS MBB	ETF ETF	$6.9M	3.14%	-$137.1K Sold	— 72.5K shares	Q3 2023 Held for 2y 3m
6 iShares J.P. Morgan USD Emerging Markets Bond EMB	ETF ETF	$5.4M	2.44%	+$260.1K Bought	— 56.4K shares	Q3 2023 Held for 2y 3m
7 Nvidia NVDA	Semiconductors Technology	$3.9M	1.80%	+$66.2K Bought	0.00% 21.2K shares	Q3 2023 Held for 2y 3m
8 iShares Core Total USD Bond Market IUSB	ETF ETF	$3.4M	1.54%	-$160.9K Sold	— 72.5K shares	Q3 2023 Held for 2y 3m
9 International Business Machines IBM	Information Technology Services Technology	$3.1M	1.39%	+$282.2 Bought	0.00% 10.9K shares	Q3 2023 Held for 2y 3m
10 Upwork Inc. UPWK	Staffing & Employment Services Industrials	$3.0M	1.37%	+$3.0M New	0.12% 162.0K shares	Q3 2025 Held for 3 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Alternative Investment Advisors, LLC.'s latest filing

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Market Value

$220.0M

Prior: $201.5M

Q/Q Change

+9.19%

+$18.5M

Net Flows % of MV

+1.75%

Turnover Ratio

9.89%

New Purchases

9 stocks

$15.7M

Added To

28 stocks

+$7.8M

Sold Out Of

10 stocks

$18.7M

Reduced Holdings

12 stocks

-$835.8K

Increased Positions

Position	Shares Δ	Change
1 BlackRock Flexible Income BINC	New	0 → 141.3K +$7.5M
2 Upwork Inc. UPWK	New	0 → 162.0K +$3.0M
3 Palomar Holdings, Inc. PLMR	New	0 → 24.7K +$2.9M
4 Halliburton HAL	New	0 → 54.0K +$1.3M
5 Meta Platforms, Inc. META	New	0 → 294.0 +$216.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	Sold	61.9K → 0 −$5.5M
2 PIMCO 0-5 Year High Yield Corporate Bond Index Fund HYS	Sold	31.3K → 0 −$3.0M
3 iShares 0-5 Year High Yield Corporate Bond SHYG	Sold	53.9K → 0 −$2.3M
4 TLH iShares 10-20 Year Treasury Bond TLH	Sold	19.5K → 0 −$2.0M
5 Advanced Micro Devices AMD	Sold	11.7K → 0 −$1.7M

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Analytics

Portfolio insights and performance metrics for Alternative Investment Advisors, LLC.

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Sector Allocation

ETF

84.30%

Technology

6.50%

Financial Services

1.90%

Energy

1.70%

Industrials

1.60%

Communication Services

1.20%

Consumer Cyclical

1.10%

Healthcare

0.30%

Utilities

0.30%

Consumer Defensive

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

8.53%

Large Cap ($10B - $200B)

3.53%

Mid Cap ($2B - $10B)

2.86%

Small Cap ($300M - $2B)

0.09%

N/A (ETF or Unknown)

84.99%

Portfolio Concentration

Top 10 Holdings %

84.11%

Top 20 Holdings %

93.08%

Top 50 Holdings %

99.66%

Top 100 Holdings %

100.0%