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
526
$3.74K ﹤0.01%
650
527
$3.65K ﹤0.01%
+16
528
$3.63K ﹤0.01%
85
529
$3.55K ﹤0.01%
200
530
$3.54K ﹤0.01%
12
531
$3.33K ﹤0.01%
72
532
$3.25K ﹤0.01%
61
533
$3.17K ﹤0.01%
86
534
$3.14K ﹤0.01%
94
-336
535
$3.09K ﹤0.01%
200
536
$3.09K ﹤0.01%
860
-975
537
$3.08K ﹤0.01%
160
538
$2.99K ﹤0.01%
74
-35
539
$2.95K ﹤0.01%
46
540
$2.89K ﹤0.01%
38
541
$2.85K ﹤0.01%
47
542
$2.77K ﹤0.01%
55
543
$2.73K ﹤0.01%
135
544
$2.69K ﹤0.01%
92
545
$2.68K ﹤0.01%
46
546
$2.67K ﹤0.01%
100
547
$2.66K ﹤0.01%
+333
548
$2.66K ﹤0.01%
36
-60
549
$2.65K ﹤0.01%
15
-75
550
$2.65K ﹤0.01%
10
20 21
22
23 24