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
376
$15.8K 0.01%
+206
377
$15.6K 0.01%
225
378
$15.4K 0.01%
436
-134
379
$15.4K 0.01%
442
+21
380
$15.4K 0.01%
700
+200
381
$14.9K ﹤0.01%
309
-140
382
$14.8K ﹤0.01%
+1,970
383
$14.8K ﹤0.01%
155
384
$14.6K ﹤0.01%
208
+10
385
$14.4K ﹤0.01%
400
386
$14.4K ﹤0.01%
100
387
$14.4K ﹤0.01%
1,804
-103
388
$14.3K ﹤0.01%
500
389
$14.2K ﹤0.01%
458
-234
390
$14K ﹤0.01%
100
391
$13.9K ﹤0.01%
418
392
$13.6K ﹤0.01%
55
393
$13.5K ﹤0.01%
121
394
$13.4K ﹤0.01%
455
+1
395
$13.4K ﹤0.01%
50
396
$13.3K ﹤0.01%
144
-144
397
$13.1K ﹤0.01%
145
-44
398
$13.1K ﹤0.01%
90
399
$12.9K ﹤0.01%
643
-312
400
$12.9K ﹤0.01%
328
-294
14 15
16
17 18