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
451
$8.48K ﹤0.01%
194
452
$8.38K ﹤0.01%
75
453
$8.35K ﹤0.01%
+682
454
$8.29K ﹤0.01%
40
455
$8.21K ﹤0.01%
+176
456
$8.05K ﹤0.01%
700
+100
457
$7.96K ﹤0.01%
50
458
$7.96K ﹤0.01%
279
459
$7.74K ﹤0.01%
188
460
$7.7K ﹤0.01%
21
-30
461
$7.52K ﹤0.01%
95
462
$7.47K ﹤0.01%
102
463
$7.41K ﹤0.01%
141
-64
464
$7.4K ﹤0.01%
+900
465
$7.29K ﹤0.01%
11
466
$7.27K ﹤0.01%
35
467
$7.26K ﹤0.01%
21
+16
468
$7.2K ﹤0.01%
629
469
$7.2K ﹤0.01%
+27
470
$7.19K ﹤0.01%
300
+50
471
$7.18K ﹤0.01%
+198
472
$7.14K ﹤0.01%
+82
473
$6.96K ﹤0.01%
636
474
$6.91K ﹤0.01%
+168
475
$6.85K ﹤0.01%
139
17 18
19
20 21