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
76
$1.71M 0.3%
10,840
+109
77
$1.58M 0.28%
34,308
+2,552
78
$1.58M 0.28%
19,534
+12,128
79
$1.58M 0.28%
59,472
+4,633
80
$1.54M 0.27%
22,332
+2,300
81
$1.54M 0.27%
3,800
+83
82
$1.53M 0.27%
53,455
+10,906
83
$1.5M 0.27%
17,930
+12,353
84
$1.47M 0.26%
39,809
+761
85
$1.43M 0.25%
89,517
+13,765
86
$1.42M 0.25%
9,987
+3,212
87
$1.42M 0.25%
12,459
88
$1.4M 0.25%
27,456
+5,244
89
$1.39M 0.25%
2,655
-242
90
$1.33M 0.24%
11,669
+3,965
91
$1.32M 0.23%
7,373
+102
92
$1.3M 0.23%
16,922
-982
93
$1.3M 0.23%
45,623
+3,331
94
$1.26M 0.22%
14,389
-11,753
95
$1.22M 0.22%
16,148
-1,834
96
$1.22M 0.22%
8,526
+1,826
97
$1.21M 0.22%
10,707
+5,083
98
$1.2M 0.21%
13,491
+1,117
99
$1.18M 0.21%
66,572
+519
100
$1.18M 0.21%
14,919
+15