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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 $1,549,136,239
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 2,297,092 $201,868,483 13.03%
2.
Spdr Port Developed World Ex-Us Etf - ETF
 3,023,569 $152,357,653 9.84%
3.
Ishares Trust
 IEF 98,603 $73,842,479 4.77%
4.
Spdr Series Trust
 KRE 927,780 $62,680,828 4.05%
5.
Ishares Trust
 HYG 495,223 $47,828,589 3.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.