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
976
$82.2K 0.01%
+11,479
977
$76.8K ﹤0.01%
+15,000
978
$76.8K ﹤0.01%
+3,022
979
$76K ﹤0.01%
+18,000
980
$75.2K ﹤0.01%
+16,600
981
$70.2K ﹤0.01%
106,146
+90,386
982
$69K ﹤0.01%
+875
983
$66.7K ﹤0.01%
+14,429
984
$63.7K ﹤0.01%
96,305
+21,305
985
$63.5K ﹤0.01%
+2,350
986
$63.1K ﹤0.01%
+9,000
987
$62K ﹤0.01%
+4,642
988
$61.2K ﹤0.01%
+3,833
989
$53.4K ﹤0.01%
+10,001
990
$52.7K ﹤0.01%
+17,507
991
$52.6K ﹤0.01%
20,976
+10,176
992
$52.6K ﹤0.01%
+13,272
993
$51.2K ﹤0.01%
+25,200
994
$49.5K ﹤0.01%
+19,200
995
$49K ﹤0.01%
+1,290
996
$47.1K ﹤0.01%
+1,653
997
$45K ﹤0.01%
10,950
+650
998
$44.9K ﹤0.01%
+21,500
999
$44.3K ﹤0.01%
+10,000
1000
$43.1K ﹤0.01%
+27,637
38 39
40
41 42