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
876
$212K 0.01%
6,906
-1,613
877
$212K 0.01%
+9,477
878
$212K 0.01%
+10,431
879
$212K 0.01%
+8,530
880
$212K 0.01%
+8,488
881
$212K 0.01%
+11,682
882
$212K 0.01%
+21,897
883
$211K 0.01%
+8,586
884
$210K 0.01%
+2,881
885
$210K 0.01%
+2,054
886
$210K 0.01%
+956
887
$209K 0.01%
+12,775
888
$209K 0.01%
+17,266
889
$209K 0.01%
+4,101
890
$209K 0.01%
+15,694
891
$209K 0.01%
+18,401
892
$208K 0.01%
+39,153
893
$208K 0.01%
+2,724
894
$207K 0.01%
+17,460
895
$207K 0.01%
+6,662
896
$207K 0.01%
+9,098
897
$207K 0.01%
+2,215
898
$207K 0.01%
+11,661
899
$207K 0.01%
+6,085
900
$207K 0.01%
+17,773
34 35
36
37 38