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
926
$171K 0.01%
+10,773
927
$169K 0.01%
+10,506
928
$168K 0.01%
+19,841
929
$167K 0.01%
+20,828
930
$167K 0.01%
31,789
+16,089
931
$167K 0.01%
+27,000
932
$167K 0.01%
+12,630
933
$164K 0.01%
+11,804
934
$161K 0.01%
+10,000
935
$161K 0.01%
+20,709
936
$160K 0.01%
+14,636
937
$160K 0.01%
+10,475
938
$158K 0.01%
+10,786
939
$158K 0.01%
+45,999
940
$157K 0.01%
23,051
+11,348
941
$155K 0.01%
+10,411
942
$154K 0.01%
+11,356
943
$154K 0.01%
+34,341
944
$152K 0.01%
+16,300
945
$149K 0.01%
+12,624
946
$142K 0.01%
+4,793
947
$139K 0.01%
+19,491
948
$138K 0.01%
+13,250
949
$125K 0.01%
20,454
+2,454
950
$121K 0.01%
+18,785
36 37
38
39 40