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
551
$2.63K ﹤0.01%
47
552
$2.63K ﹤0.01%
50
553
$2.63K ﹤0.01%
2,500
554
$2.58K ﹤0.01%
3,400
555
$2.55K ﹤0.01%
41
556
$2.52K ﹤0.01%
100
557
$2.52K ﹤0.01%
146
558
$2.46K ﹤0.01%
142
559
$2.41K ﹤0.01%
79
560
$2.39K ﹤0.01%
+9
561
$2.36K ﹤0.01%
40
-40
562
$2.33K ﹤0.01%
49
-870
563
$2.21K ﹤0.01%
30
-107
564
$2.2K ﹤0.01%
+13
565
$2.17K ﹤0.01%
50
566
$2.14K ﹤0.01%
187
567
$2.11K ﹤0.01%
19
568
$2.09K ﹤0.01%
11
569
$2.05K ﹤0.01%
21
570
$1.98K ﹤0.01%
7
+5
571
$1.98K ﹤0.01%
33
572
$1.95K ﹤0.01%
60
573
$1.95K ﹤0.01%
272
574
$1.93K ﹤0.01%
11
575
$1.9K ﹤0.01%
100
21 22
23
24 25