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
476
$574K 0.03%
+7,742
477
$573K 0.03%
4,172
+1,089
478
$570K 0.03%
+1,900
479
$570K 0.03%
+26,957
480
$568K 0.03%
9,594
+550
481
$568K 0.03%
+1,295
482
$568K 0.03%
+4,246
483
$565K 0.03%
+3,131
484
$565K 0.03%
4,875
-2,806
485
$562K 0.03%
+5,811
486
$562K 0.03%
1,320
+255
487
$553K 0.03%
27,662
-65,211
488
$553K 0.03%
6,017
+3,642
489
$552K 0.03%
17,130
+1,262
490
$551K 0.03%
4,693
+339
491
$548K 0.03%
+1,887
492
$547K 0.03%
+42,356
493
$547K 0.03%
5,746
+1,531
494
$546K 0.03%
9,207
+1,446
495
$545K 0.03%
3,492
-323
496
$544K 0.03%
1,750
497
$543K 0.03%
3,488
-335
498
$542K 0.03%
+65,375
499
$540K 0.03%
7,885
+2,997
500
$538K 0.03%
10,434
+5,784
18 19
20
21 22