PA

PFG Advisors Portfolio holdings

AUM $2.16B
1-Year Est. Return 16.47%
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.97M
3
+$2.78M
4
AVGO icon
Broadcom
AVGO
+$2.76M
5
PG icon
Procter & Gamble
PG
+$2.63M

Top Sells

1
+$3.59M
2
+$3.45M
3
+$1.85M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.44M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.41M

Sector Composition

1 Technology 11.67%
2 Financials 4.51%
3 Industrials 4.14%
4 Healthcare 3.67%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
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