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
426
$10.2K ﹤0.01%
500
427
$10.2K ﹤0.01%
200
428
$10.2K ﹤0.01%
+140
429
$10K ﹤0.01%
+278
430
$9.97K ﹤0.01%
600
431
$9.95K ﹤0.01%
528
432
$9.9K ﹤0.01%
203
433
$9.87K ﹤0.01%
28
-30
434
$9.78K ﹤0.01%
600
435
$9.65K ﹤0.01%
+56
436
$9.54K ﹤0.01%
202
437
$9.51K ﹤0.01%
37
-307
438
$9.38K ﹤0.01%
500
439
$9.21K ﹤0.01%
2
440
$9.19K ﹤0.01%
60
441
$9.08K ﹤0.01%
162
442
$8.97K ﹤0.01%
93
443
$8.96K ﹤0.01%
50
444
$8.84K ﹤0.01%
55
445
$8.79K ﹤0.01%
200
446
$8.63K ﹤0.01%
52
-376
447
$8.63K ﹤0.01%
220
+183
448
$8.55K ﹤0.01%
500
449
$8.52K ﹤0.01%
142
-35
450
$8.52K ﹤0.01%
69
16 17
18
19 20