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
801
$258K 0.02%
+36,370
802
$256K 0.02%
6,016
+478
803
$256K 0.02%
5,056
+112
804
$256K 0.02%
+18,285
805
$255K 0.02%
+4,119
806
$255K 0.02%
+24,100
807
$254K 0.02%
+4,215
808
$253K 0.02%
+3,934
809
$253K 0.02%
+557
810
$253K 0.02%
+4,780
811
$251K 0.02%
+103,588
812
$250K 0.02%
+7,297
813
$249K 0.02%
+21,285
814
$248K 0.02%
5,408
-507
815
$248K 0.02%
+2,982
816
$248K 0.02%
+5,100
817
$248K 0.02%
3,491
-1,216
818
$246K 0.01%
1,871
+151
819
$246K 0.01%
+1,531
820
$246K 0.01%
10,202
-1,356
821
$245K 0.01%
+4,863
822
$243K 0.01%
+3,526
823
$242K 0.01%
2,269
-3,141
824
$241K 0.01%
+2,343
825
$240K 0.01%
2,103
+129
31 32
33
34 35