PI

PFG Investments Portfolio holdings

AUM $1.71B
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.98M
3
+$2.12M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.91M
5
META icon
Meta Platforms (Facebook)
META
+$1.75M

Top Sells

1
+$3.79M
2
+$1.08M
3
+$1.03M
4
LRCX icon
Lam Research
LRCX
+$651K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$647K

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 9.05%
3 Healthcare 6%
4 Financials 5.47%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$262K 0.05%
1,155
-16
402
$262K 0.05%
556
+87
403
$261K 0.05%
1,770
+1
404
$261K 0.05%
17,018
+1,768
405
$259K 0.05%
+5,702
406
$259K 0.05%
1,873
+168
407
$258K 0.05%
+8,609
408
$258K 0.05%
12,346
-1,254
409
$258K 0.05%
3,897
-1,037
410
$255K 0.05%
+324
411
$254K 0.05%
7,463
+608
412
$254K 0.05%
6,795
413
$253K 0.04%
669
-16
414
$251K 0.04%
11,558
415
$250K 0.04%
+5,741
416
$249K 0.04%
935
417
$248K 0.04%
1,411
+12
418
$244K 0.04%
1,920
+17
419
$241K 0.04%
13,633
+923
420
$240K 0.04%
+4,242
421
$240K 0.04%
15,045
-2,885
422
$240K 0.04%
7,812
-287
423
$239K 0.04%
5,962
+44
424
$239K 0.04%
+4,080
425
$238K 0.04%
6,749
+1,159
15 16
17
18 19