PI

PFG Investments Portfolio holdings

AUM $1.93B
1-Year Est. Return 25.31%
This Quarter Est. Return
1 Year Est. Return
+25.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$35.8M
3
+$20.3M
4
AMZN icon
Amazon
AMZN
+$18.3M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$17.7M

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.49M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.3M

Sector Composition

1 Technology 19.51%
2 Consumer Discretionary 7.03%
3 Healthcare 6.07%
4 Financials 5.84%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.54M 0.09%
13,525
+5,218
252
$1.49M 0.09%
6,322
+4,900
253
$1.47M 0.09%
17,374
+6,290
254
$1.47M 0.09%
2,792
+1,550
255
$1.45M 0.09%
+151,798
256
$1.45M 0.09%
6,792
+3,621
257
$1.44M 0.09%
12,506
+491
258
$1.43M 0.09%
8,314
-1,475
259
$1.43M 0.09%
84,445
+72,992
260
$1.42M 0.09%
7,955
+1,149
261
$1.41M 0.09%
16,800
+3,576
262
$1.41M 0.09%
+4,445
263
$1.4M 0.08%
6,129
+4,315
264
$1.36M 0.08%
+90,509
265
$1.36M 0.08%
13,669
+2,331
266
$1.35M 0.08%
+35,959
267
$1.34M 0.08%
36,426
+23,015
268
$1.34M 0.08%
+113,491
269
$1.34M 0.08%
20,065
+1,617
270
$1.33M 0.08%
+226,650
271
$1.33M 0.08%
17,979
+10,605
272
$1.32M 0.08%
+79,479
273
$1.32M 0.08%
36,819
+29,508
274
$1.32M 0.08%
+83,705
275
$1.31M 0.08%
2,830
+2,318
9 10
11
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