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
526
$502K 0.03%
1,971
+717
527
$501K 0.03%
+32,594
528
$501K 0.03%
10,670
-57
529
$499K 0.03%
+12,120
530
$498K 0.03%
7,334
+63
531
$494K 0.03%
+12,856
532
$494K 0.03%
6,356
+1,401
533
$494K 0.03%
6,182
+2,403
534
$493K 0.03%
12,681
-669
535
$493K 0.03%
38,911
+21,622
536
$492K 0.03%
+8,720
537
$491K 0.03%
9,671
+3,094
538
$491K 0.03%
+9,703
539
$488K 0.03%
3,896
+469
540
$488K 0.03%
11,202
-1,779
541
$488K 0.03%
1,872
+393
542
$487K 0.03%
+3,015
543
$487K 0.03%
+7,196
544
$487K 0.03%
8,628
+2,981
545
$484K 0.03%
+2,349
546
$483K 0.03%
+56,692
547
$483K 0.03%
+8,300
548
$483K 0.03%
32,296
+1,653
549
$482K 0.03%
+15,410
550
$479K 0.03%
+7,723
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