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
476
$6.85K ﹤0.01%
200
-450
477
$6.8K ﹤0.01%
156
478
$6.79K ﹤0.01%
223
479
$6.75K ﹤0.01%
143
480
$6.7K ﹤0.01%
70
481
$6.64K ﹤0.01%
150
482
$6.6K ﹤0.01%
325
483
$6.53K ﹤0.01%
460
484
$6.49K ﹤0.01%
1,000
485
$6.4K ﹤0.01%
60
486
$6.37K ﹤0.01%
75
487
$6.33K ﹤0.01%
74
488
$6.32K ﹤0.01%
574
489
$6.3K ﹤0.01%
42
-89
490
$6.25K ﹤0.01%
825
491
$6.25K ﹤0.01%
75
-601
492
$6.22K ﹤0.01%
190
493
$6.02K ﹤0.01%
1,000
-1,000
494
$5.95K ﹤0.01%
209
-366
495
$5.93K ﹤0.01%
200
-776
496
$5.91K ﹤0.01%
152
497
$5.82K ﹤0.01%
24
498
$5.57K ﹤0.01%
118
-546
499
$5.55K ﹤0.01%
33
500
$5.46K ﹤0.01%
125
18 19
20
21 22