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
101
$1.18M 0.21%
5,857
+42
102
$1.17M 0.21%
2,667
+383
103
$1.17M 0.21%
62,225
+10,340
104
$1.16M 0.21%
20,177
+1,802
105
$1.15M 0.2%
2,457
+155
106
$1.15M 0.2%
13,489
+1,792
107
$1.15M 0.2%
9,632
+2,089
108
$1.12M 0.2%
13,258
+141
109
$1.12M 0.2%
19,767
+996
110
$1.12M 0.2%
20,272
+7,469
111
$1.12M 0.2%
17,124
-1,197
112
$1.12M 0.2%
15,310
+10,739
113
$1.11M 0.2%
5,726
+140
114
$1.1M 0.2%
5,192
+489
115
$1.09M 0.19%
19,347
-792
116
$1.09M 0.19%
9,146
-2,620
117
$1.08M 0.19%
13,360
-460
118
$1.07M 0.19%
6,609
+651
119
$1.06M 0.19%
6,115
+2,220
120
$1.06M 0.19%
30,335
-4,891
121
$1.04M 0.19%
13,541
+469
122
$1.03M 0.18%
6,512
+473
123
$1.03M 0.18%
10,523
-690
124
$1.02M 0.18%
2,606
+84
125
$996K 0.18%
23,343
+3,607