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Home > Institutional Investor > Pfg Financial Advisors > Profile

Instuitional Investor - Pfg Financial Advisors

Fund Profile
Filing Period:
Fund Name: Pfg Financial Advisors
Portfolio Value $1,126,443,051
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 326,271 $192,069,384 17.05%
2.
Ishares Core Msci Eafe - ETF
 1,248,535 $87,747,015 7.78%
3.
Ishares Trust
 IEF 1,285,202 $80,080,947 7.1%
4.
Ishares Trust
 IEF 504,885 $58,172,803 5.16%
5.
Ishares Trust
 IEF 420,328 $40,729,781 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)