SMI Advisory Services, LLC
RIA/Wealth
SMI Advisory Services, LLC is a RIA/Wealth based in Columbus, IN led by Anthony Shayne Ayers, reporting $840.0M in AUM as of Q3 2025 with 62% Unknown concentration, 86% concentrated in top 10 holdings, and 37% allocation to RAA.
Managing PartnerAnthony Shayne Ayers
- Portfolio Value
- $527.9M
- Positions
- 55
- Top Holding
- RAA at 37.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SMI Advisory Services, LLC's portfolio (86.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $196.9M | 37.30% | +$279.5K Bought | — 7.2M shares | |
Unknown Unknown | $72.3M | 13.70% | -$2.5M Sold | — 2.7M shares | |
Unknown Unknown | $45.5M | 8.63% | -$2.5M Sold | — 127.3K shares | |
ETF ETF | $25.7M | 4.86% | +$1.0M Bought | — 1.2M shares | |
ETF ETF | $24.9M | 4.71% | +$288.4K Bought | — 318.5K shares | |
ETF ETF | $23.0M | 4.36% | -$299.9K Sold | — 34.2K shares | |
ETF ETF | $18.7M | 3.55% | -$502.3K Sold | — 823.0K shares | |
ETF ETF | $17.8M | 3.38% | +$17.2M Bought | — 38.0K shares | |
ETF ETF | $17.4M | 3.30% | -$2.8M Sold | — 594.8K shares | |
ETF ETF | $13.8M | 2.62% | -$200.2K Sold | — 65.3K shares |
Analytics
Portfolio insights and performance metrics for SMI Advisory Services, LLC
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