PA

PSI Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.54M
3
+$759K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$739K
5
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$688K

Top Sells

1
+$6.83M
2
+$2.28M
3
+$1.54M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.15M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 5.39%
2 Energy 3.51%
3 Healthcare 2.18%
4 Consumer Discretionary 1.99%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.1K 0.02%
2,000
227
$49.5K 0.02%
3,280
+104
228
$49.5K 0.02%
180
229
$49K 0.02%
+662
230
$48.9K 0.02%
770
+20
231
$48.5K 0.02%
1,734
+2
232
$47.4K 0.02%
48
233
$46.5K 0.02%
2,100
+1,150
234
$46.4K 0.02%
1,257
-542
235
$45.1K 0.01%
6,396
-1,250
236
$44.7K 0.01%
1,970
-389
237
$44.7K 0.01%
708
-1
238
$44.6K 0.01%
646
-600
239
$44.5K 0.01%
629
-1,000
240
$44.5K 0.01%
221
+109
241
$44.2K 0.01%
+982
242
$44K 0.01%
746
-188
243
$43.9K 0.01%
2,095
-475
244
$43.8K 0.01%
612
-661
245
$43.5K 0.01%
2,000
246
$43.2K 0.01%
326
-121
247
$42.3K 0.01%
1,900
248
$42K 0.01%
3,000
+500
249
$41.8K 0.01%
316
+40
250
$41.7K 0.01%
136
-23
8 9
10
11 12