PI

PFG Investments Portfolio holdings

AUM $1.71B
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Sells

1 +$3.79M
2 +$1.08M
3 +$1.03M
4
LRCX icon
Lam Research
LRCX
+$651K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$647K

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 9.05%
3 Healthcare 6%
4 Financials 5.47%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.16M 0.38%
30,746
+20,612
52
$2.16M 0.38%
29,578
+120
53
$2.14M 0.38%
34,103
+11,000
54
$2.09M 0.37%
21,140
+5,451
55
$2.09M 0.37%
57,030
+1,403
56
$2.08M 0.37%
55,967
-9,410
57
$2.02M 0.36%
68,556
-689
58
$2.01M 0.36%
37,795
+1,345
59
$1.95M 0.35%
14,458
+1,536
60
$1.94M 0.34%
19,816
+9,039
61
$1.93M 0.34%
7,184
-427
62
$1.88M 0.33%
14,724
+676
63
$1.85M 0.33%
10,011
+2,050
64
$1.83M 0.33%
20,813
-1,476
65
$1.82M 0.32%
20,084
-467
66
$1.79M 0.32%
30,350
+16,176
67
$1.79M 0.32%
15,538
+2,287
68
$1.79M 0.32%
34,113
-6,933
69
$1.77M 0.31%
41,027
+765
70
$1.75M 0.31%
35,000
+5,600
71
$1.75M 0.31%
3,588
-27
72
$1.75M 0.31%
5,741
-553
73
$1.74M 0.31%
96,256
-10,037
74
$1.72M 0.31%
10,271
+256
75
$1.71M 0.3%
51,061
+32,026