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
1001
$42.6K ﹤0.01%
+23,650
1002
$41.3K ﹤0.01%
11,079
-9,921
1003
$39.8K ﹤0.01%
+12,202
1004
$39.7K ﹤0.01%
+1,112
1005
$38.3K ﹤0.01%
+29,450
1006
$36.7K ﹤0.01%
+11,209
1007
$32.6K ﹤0.01%
+16,291
1008
$32.4K ﹤0.01%
+30,000
1009
$31.4K ﹤0.01%
+10,000
1010
$31.4K ﹤0.01%
21,202
+1,002
1011
$29.3K ﹤0.01%
+11,294
1012
$28.3K ﹤0.01%
+12,530
1013
$27.1K ﹤0.01%
+17,120
1014
$24.3K ﹤0.01%
1,572
+997
1015
$24K ﹤0.01%
+769
1016
$23.8K ﹤0.01%
+10,010
1017
$23.7K ﹤0.01%
+18,662
1018
$23.5K ﹤0.01%
+10,200
1019
$23.2K ﹤0.01%
+1,693
1020
$22.6K ﹤0.01%
+3,500
1021
$22K ﹤0.01%
+18,000
1022
$21.2K ﹤0.01%
+11,278
1023
$18.3K ﹤0.01%
+1,025
1024
$17.6K ﹤0.01%
+800
1025
$17.1K ﹤0.01%
+578
39 40
41
42 43