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 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
26
$3.41M 0.6%
22,455
+183
27
$3.4M 0.6%
36,031
+20,232
28
$3.28M 0.58%
113,125
+342
29
$3.2M 0.57%
32,699
-1,965
30
$3.15M 0.56%
21,667
+3,388
31
$2.97M 0.53%
182,697
+13,776
32
$2.96M 0.52%
52,386
+528
33
$2.9M 0.51%
27,046
+1,844
34
$2.9M 0.51%
21,645
+2,147
35
$2.87M 0.51%
16,087
-77
36
$2.86M 0.51%
6,410
+4,751
37
$2.7M 0.48%
25,127
-10,078
38
$2.64M 0.47%
21,828
-1,264
39
$2.64M 0.47%
8,489
+722
40
$2.62M 0.47%
175,855
-19,480
41
$2.49M 0.44%
10,505
+652
42
$2.38M 0.42%
75,629
+7,225
43
$2.34M 0.42%
8,274
+60
44
$2.34M 0.42%
4,871
+739
45
$2.34M 0.42%
20,430
+1,075
46
$2.33M 0.41%
32,691
+604
47
$2.28M 0.41%
44,643
+393
48
$2.26M 0.4%
30,428
+9,457
49
$2.25M 0.4%
13,329
+87
50
$2.22M 0.39%
18,138
+182