PA
PFG Advisors Portfolio holdings
AUM
$2.16B
1-Year Return
16.47%
This Quarter Return
+7.45%
1 Year Return
+16.47%
3 Year Return
+59.81%
5 Year Return
+97.23%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$146M
(+17%)
Cap. Flow
+$91.5M
Cap. Flow
% of AUM
8.97%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
587
New
71
Increased
275
Reduced
199
Closed
23
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$1.94M |
| 2 |
Aptiv
APTV
|
$1.11M |
| 3 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$1.01M |
| 4 |
Marathon Petroleum
MPC
|
$924K |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$770K |
Sector Composition
| 1 | Technology | 10.96% |
| 2 | Financials | 5.94% |
| 3 | Healthcare | 5.35% |
| 4 | Industrials | 4.74% |
| 5 | Consumer Staples | 4.68% |
