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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 $1,073,906,439
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 326,608 $183,520,785 17.09%
2.
Ishares Core Msci Eafe - ETF
 1,236,033 $93,505,895 8.71%
3.
Ishares Trust
 IEF 1,130,641 $65,972,911 6.14%
4.
Ishares Trust
 IEF 510,754 $53,409,534 4.97%
5.
Ishares Trust
 IEF 417,769 $41,325,708 3.85%
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)