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
651
$368K 0.02%
+35,584
652
$367K 0.02%
+7,836
653
$367K 0.02%
+3,445
654
$367K 0.02%
+8,792
655
$366K 0.02%
+15,936
656
$365K 0.02%
+18,577
657
$363K 0.02%
+7,580
658
$363K 0.02%
+10,464
659
$363K 0.02%
+4,340
660
$362K 0.02%
+4,976
661
$362K 0.02%
2,237
+168
662
$362K 0.02%
+2,433
663
$362K 0.02%
+5,922
664
$361K 0.02%
+25,703
665
$358K 0.02%
+1,268
666
$358K 0.02%
+7,580
667
$357K 0.02%
+14,831
668
$356K 0.02%
+3,380
669
$355K 0.02%
+639
670
$355K 0.02%
+4,329
671
$355K 0.02%
+6,810
672
$354K 0.02%
+3,612
673
$351K 0.02%
14,224
+4,172
674
$351K 0.02%
+52,889
675
$350K 0.02%
+293
25 26
27
28 29