test

Justin Jolly

@Pfg Advisors

Latest period2024 - Q3ReportedManaged Assets$1.586BTotal holdings691
Assets growth rate7.18%Assets growth rate (2-Q avg)7.65%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfg Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 691 positions.

Assets under management

The assets under management (AUM) of Pfg Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.586B in assets, with a quarterly growth rate of 7.18% and a 2-quarter average growth rate of 7.65%. The portfolio is managed by Justin Jolly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APDAir Prods & Chems Inc
Recent Activity
Exited
0%
$832,985
3,228 shares@ $258.05 avg price
SCHISchwab Strategic Tr
Recent Activity
Exited
0%
$829,096
18,800 shares@ $44.11 avg price
ULSTSsga Active Etf Tr
Recent Activity
Exited
0%
$739,835
18,281 shares@ $40.48 avg price
SPIPSpdr Ser Tr
Recent Activity
Exited
0%
$676,379
26,608 shares@ $25.43 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$583,454
4,088 shares@ $142.73 avg price
SUSAIshares Tr
Recent Activity
Exited
0%
$410,038
3,649 shares@ $112.37 avg price
CPERUnited Sts Commodity Index F
Recent Activity
Exited
0%
$401,756
14,765 shares@ $27.22 avg price
EWGIshares Inc
Recent Activity
Exited
0%
$399,242
13,039 shares@ $30.62 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$368,370
5,517 shares@ $66.77 avg price
TEXTerex Corp New
Recent Activity
Exited
0%
$320,814
5,850 shares@ $54.84 avg price