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
626
$400K 0.02%
+1,854
627
$399K 0.02%
+33,069
628
$399K 0.02%
+770
629
$397K 0.02%
+3,155
630
$396K 0.02%
6,561
+794
631
$393K 0.02%
7,795
+3,345
632
$392K 0.02%
5,622
+1,001
633
$390K 0.02%
+95,001
634
$388K 0.02%
+6,778
635
$388K 0.02%
+13,100
636
$387K 0.02%
+1,992
637
$387K 0.02%
+18,724
638
$385K 0.02%
9,111
+656
639
$382K 0.02%
10,877
+175
640
$380K 0.02%
+6,210
641
$379K 0.02%
+6,630
642
$378K 0.02%
2,596
+708
643
$377K 0.02%
4,890
+2,225
644
$376K 0.02%
+23,026
645
$376K 0.02%
+5,305
646
$375K 0.02%
+23,689
647
$374K 0.02%
+16,264
648
$374K 0.02%
+24,955
649
$373K 0.02%
21,918
+1,345
650
$368K 0.02%
22,611
+762
24 25
26
27 28