PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$229M
AUM Growth
+$23.4M
(+11%)
Holding
137
Top Buys
| 1 | +$3.73M | |
| 2 | +$1.74M | |
| 3 | +$1.47M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$1.05M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$975K |
Top Sells
| 1 | +$2.82M | |
| 2 | +$2.7M | |
| 3 | +$1.18M | |
| 4 |
First Trust Active Factor Large Cap ETF
AFLG
|
+$1.17M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$772K |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Consumer Discretionary | 6.97% |
| 3 | Energy | 0.88% |
| 4 | Financials | 0.67% |
| 5 | Real Estate | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alibaba
BABA
$323B
| – | – |
-4,552
|
|
||
|
DSL
127
DoubleLine Income Solutions Fund
DSL
$1.25B
| – | – |
-10,334
|
|
||
128
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.07B
| – | – |
-6,829
|
|
||
129
State Street SPDR S&P Insurance ETF
KIE
$427M
| – | – |
-4,230
|
|
||
130
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$74.6M
| – | – |
-19,689
|
|
||
131
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.5B
| – | – |
-51,801
|
|
||
132
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
| – | – |
-6,430
|
|
||
133
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
| – | – |
-3,240
|
|
||
134
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.46B
| – | – |
-6,565
|
|
||
135
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
| – | – |
-9,186
|
|
||
136
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
| – | – |
-1,949
|
|
||
137
State Street SPDR S&P Metals & Mining ETF
XME
$4.25B
| – | – |
-4,270
|
|