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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 $988,199,323
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 325,052 $155,254,410 15.71%
2.
Ishares Core Msci Eafe
 1,133,288 $79,726,800 8.06%
3.
Ishares Trust
 IEF 250,473 $69,418,563 7.02%
4.
Ishares Trust
 IEF 436,186 $47,217,090 4.77%
5.
Ishares Trust
 IEF 388,048 $38,513,780 3.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)