PFG Advisors

All 13F Filings

Location
Phoenix, AZ
Most recent 13F
Q1 2026
Holdings value ($000)
2,053,983
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/5/2026 788 2,053,983 13F-HR PFG Advisors
Q4 2025 1/27/2026 767 2,060,013 13F-HR PFG Advisors
Q3 2025 11/13/2025 812 2,441,211 13F-HR PFG Advisors
Q2 2025 8/7/2025 623 2,164,807 13F-HR PFG Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 756.2 K 36.8% 0 813.9 K -813.9 K
ETFs 1.288 M 62.7% 828.9 K 0 828.9 K
Debt 8.428 K 0.4% 0 37 -37
Other 0 0.0% 0 21.17 K -21.17 K
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Fund Snapshot

Q1 2026
Latest filed
5/5/2026
Total value ($000)
2,053,983
Holdings
788
QoQ value change ($000)
-6,030 (-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.