PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$229M
1-Year Est. Return
22.32%
1 Year Est. Return
+22.32%
AUM
$229M
AUM Growth
+$23.4M
(+11%)
Holding
137
Top Buys
| 1 | +$3.92M | |
| 2 | +$1.83M | |
| 3 | +$1.53M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$1.11M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.02M |
Top Sells
| 1 | +$2.82M | |
| 2 | +$2.75M | |
| 3 | +$1.35M | |
| 4 |
First Trust Active Factor Large Cap ETF
AFLG
|
+$1.17M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$782K |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Consumer Discretionary | 7.16% |
| 3 | Energy | 0.88% |
| 4 | Real Estate | 0.65% |
| 5 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
First Trust Active Factor Large Cap ETF
AFLG
$458M
| – | – |
-32,266
|
|
||
127
Alibaba
BABA
$371B
| – | – |
-4,552
|
|
||
|
DSL
128
DoubleLine Income Solutions Fund
DSL
$1.29B
| – | – |
-10,334
|
|
||
129
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.1B
| – | – |
-6,829
|
|
||
130
State Street SPDR S&P Insurance ETF
KIE
$669M
| – | – |
-4,230
|
|
||
131
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$74.5M
| – | – |
-19,689
|
|
||
132
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
| – | – |
-51,801
|
|
||
133
State Street Energy Select Sector SPDR ETF
XLE
$27.6B
| – | – |
-3,215
|
|
||
134
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| – | – |
-3,240
|
|
||
135
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.41B
| – | – |
-6,565
|
|
||
136
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
| – | – |
-4,593
|
|
||
137
State Street Health Care Select Sector SPDR ETF
XLV
$40.5B
| – | – |
-1,949
|
|