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
551
$473K 0.03%
8,138
+4,086
552
$473K 0.03%
+99,500
553
$472K 0.03%
2,975
+102
554
$472K 0.03%
+4,613
555
$471K 0.03%
+1,326
556
$470K 0.03%
11,431
+600
557
$469K 0.03%
1,593
-723
558
$469K 0.03%
+12,476
559
$467K 0.03%
+5,340
560
$466K 0.03%
+14,358
561
$466K 0.03%
+18,972
562
$465K 0.03%
+3,000
563
$464K 0.03%
+37,188
564
$461K 0.03%
2,366
+142
565
$460K 0.03%
+11,786
566
$457K 0.03%
+12,927
567
$457K 0.03%
+11,966
568
$456K 0.03%
+9,734
569
$454K 0.03%
62,222
+32,567
570
$453K 0.03%
8,314
+2,179
571
$452K 0.03%
+8,007
572
$450K 0.03%
8,346
+1,170
573
$446K 0.03%
+38,392
574
$446K 0.03%
+11,482
575
$445K 0.03%
+2,700
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