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Portfolio (Quarterly) Guide ↗

PFG Advisors

· CIK 0001694435
13F Portfolio $2.1B AUM 767 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 227 Added 442 Reduced 109 Exited
Page 37 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CMF ISHARES TR 4,108.0 $236K 0.01% -172.0 -4.0% $57.46 -1.4%
722 ANET ARISTA NETWORKS INC Technology 1,787.0 $234K 0.01% -4K -67.6% $131.03 +7.5%
723 C CITIGROUP INC Financial Services 2,004.0 $234K 0.01% -1K -41.3% $116.69 +3.3%
724 FDEC FIRST TR EXCHNG TRADED FD VI 4,565.0 $234K 0.01% -309.0 -6.3% $51.18 +4.8%
725 PNC PNC FINL SVCS GROUP INC Financial Services 1,117.0 $233K 0.01% -381.0 -25.4% $208.71 +1.4%
726 SNOV FIRST TR EXCHNG TRADED FD VI 9,406.0 $233K 0.01% -320.0 -3.3% $24.72 +5.6%
727 MAYW AIM ETF PRODUCTS TRUST 6,907.0 $232K 0.01% NEW $33.55 +2.8%
728 RRC RANGE RES CORP Energy 6,545.0 $231K 0.01% +1K +23.2% $35.26 +20.0%
729 DHI D R HORTON INC Consumer Cyclical 1,597.0 $230K 0.01% -924.0 -36.6% $144.03 -6.9%
730 RSG REPUBLIC SVCS INC Industrials 1,085.0 $230K 0.01% NEW $211.93 +1.9%
731 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 5,387.0 $229K 0.01% NEW $42.55 +3.7%
732 QQMG INVESCO EXCH TRADED FD TR II 5,380.0 $228K 0.01% NEW $42.38 +15.0%
733 RBRK RUBRIK INC. Technology 2,981.0 $228K 0.01% NEW $76.48 -14.5%
734 SNOW SNOWFLAKE INC Technology 1,039.0 $228K 0.01% -736.0 -41.5% $219.36 -21.8%
735 ANGL VANECK ETF TRUST 7,749.0 $228K 0.01% -48.0 -0.6% $29.37 -2.1%
736 RDVI FIRST TR EXCHANGE-TRADED FD 8,635.0 $227K 0.01% +680.0 +8.6% $26.24 +2.6%
737 ISHARES TR 5,153.0 $225K 0.01% +48.0 +0.9% $43.76
738 EAPR INNOVATOR ETFS TRUST 7,578.0 $225K 0.01% +365.0 +5.1% $29.70 +9.2%
739 SPTS SPDR SERIES TRUST 7,661.0 $224K 0.01% -18K -70.3% $29.28 -1.0%
740 VUSB VANGUARD BD INDEX FDS 4,487.0 $224K 0.01% NEW $49.85 -0.3%
Page 37 of 39  ·  767 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 25.2%
Industrials 14.3%
Healthcare 7.4%
Communication Services 6.3%
Consumer Cyclical 5.7%
Consumer Defensive 4.9%
Energy 2.9%
Utilities 1.6%
Basic Materials 0.7%