PFG Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1694435
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.0B
Holdings
791
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PFG Advisors disclosed 791 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 2.6% of the equity portfolio. During the quarter the fund opened 77 new positions and exited 77 and a full exit from $V. The portfolio is most concentrated in Other (63.7% of disclosed assets). All figures are sourced directly from PFG Advisors’s Form 13F-HR filing with the SEC under CIK 1694435.
AI Fund Analysis
Concentrating
$QQQ2.6% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
2.5% weight
Held 4 quarters
VANGUARD INDEX FDS - TOTAL
2.3% weight
Held 4 quarters
$AAPL2.2% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
2.1% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
SPDR SERIES TRUST - ST LON
9 quarters accumulating
CAPITAL GROUP CORE EQUITY
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
GLOBAL X FDS - US INFR DEV
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$50.8M69,020 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$49.2M571,575 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$45.6M123,326 sh- 76.4
Quality
$43.0M148,464 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$40.8M464,460 sh- 85.9
Quality
$34.6M173,052 sh FIDELITY COVINGTON TRUST - MSCI INFO TECH I
—Quality
$29.4M102,879 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$29.3M42,620 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$27.3M115,490 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$26.0M820,421 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $50.8M | 69,020 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $49.2M | 571,575 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $45.6M | 123,326 |
| Apple Inc.$AAPL | 76.4 | $43.0M | 148,464 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $40.8M | 464,460 |
 NVIDIA CORP$NVDA | 85.9 | $34.6M | 173,052 |
| FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $29.4M | 102,879 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $29.3M | 42,620 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $27.3M | 115,490 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $26.0M | 820,421 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PFG Advisors's 791 positions.
Showing top 10 of 791 holdings.
Sector Allocation
Other
$1.3B
Technology
$289.5M
Financials
$155.0M
Industrials
$112.4M
Consumer Discretionary
$49.7M
Healthcare
$47.3M
Energy
$19.8M
Materials
$18.6M
Top Holdings — PFG Advisors (Q2 2026)
Top 150 of 791 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $50.8M | 2.6% | -1% | — |
| 2 | — | VANGUARD INDEX FDS - GROWTH ETF | $49.2M | 2.5% | +485% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $45.6M | 2.3% | -18% | — |
| 4 | $AAPL | Apple Inc. | $43.0M | 2.2% | -8% | 76.4 |
| 5 | — | SPDR SERIES TRUST - ST STR P500ETF | $40.8M | 2.1% | +6% | — |
| 6 | $NVDA | NVIDIA CORP | $34.6M | 1.8% | -2% | 85.9 |
| 7 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $29.4M | 1.5% | +1% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $29.3M | 1.5% | -2% | — |
| 9 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $27.3M | 1.4% | -2% | — |
| 10 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $26.0M | 1.3% | -25% | — |
| 11 |  $MSFT | MICROSOFT CORP | $25.7M | 1.3% | -6% | 79.8 |
| 12 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $24.8M | 1.3% | +15% | — |
| 13 | — | VANGUARD STAR FDS - VG TL INTL STK F | $21.7M | 1.1% | +7% | — |
| 14 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $20.0M | 1.0% | +20% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $19.1M | 1.0% | +1% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $17.1M | 0.9% | -10% | — |
| 17 |  $AVGO | Broadcom Inc. | $16.2M | 0.8% | +0% | 84.5 |
| 18 |  $AMZN | AMAZON COM INC | $14.6M | 0.7% | -11% | 68.7 |
| 19 |  $GOOGL | Alphabet Inc. | $14.5M | 0.7% | -7% | 78.2 |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $13.8M | 0.7% | +2% | 66.2 |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $13.1M | 0.7% | +0% | — |
| 22 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $13.0M | 0.7% | -12% | — |
| 23 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.9M | 0.7% | +7% | — |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $12.7M | 0.6% | -22% | — |
| 25 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $12.6M | 0.6% | -6% | — |
| 26 |  $KLAC | KLA CORP | $11.9M | 0.6% | +762% | 78.6 |
| 27 |  $CAT | CATERPILLAR INC | $11.8M | 0.6% | -8% | 66.5 |
| 28 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $11.7M | 0.6% | +1% | — |
| 29 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.6M | 0.6% | -4% | — |
| 30 | — | ISHARES TR - 0-3 MTH TREASURY | $11.4M | 0.6% | -33% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.2M | 0.6% | -9% | 73.8 |
| 32 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $11.0M | 0.6% | +5% | — |
| 33 | — | SPDR SERIES TRUST - ST LONG BD ETF | $10.9M | 0.6% | +13% | — |
| 34 | — | ISHARES TR - CORE UNIVRSL USD | $10.8M | 0.5% | -42% | — |
| 35 | — | VANGUARD INDEX FDS - VALUE ETF | $10.8M | 0.5% | -4% | — |
| 36 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $10.4M | 0.5% | +9% | — |
| 37 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $10.3M | 0.5% | +2% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $10.2M | 0.5% | -15% | 70.7 |
| 39 |  $GOOG | Alphabet Inc. | $9.7M | 0.5% | -4% | 78.2 |
| 40 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $9.4M | 0.5% | +7% | — |
| 41 | — | ISHARES TR - CORE US AGGBD ET | $9.4M | 0.5% | -18% | — |
| 42 | — | ISHARES TR - ISHARES SEMICDTR | $9.3M | 0.5% | -34% | — |
| 43 | — | PIMCO ETF TR - MULTISECTOR BD | $8.9M | 0.5% | +13% | — |
| 44 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $8.9M | 0.5% | -1% | — |
| 45 | — | ISHARES TR - 3 7 YR TREAS BD | $8.8M | 0.5% | -49% | — |
| 46 | — | ISHARES TR - 7-10 YR TRSY BD | $8.4M | 0.4% | +12% | — |
| 47 | — | PACER FDS TR - TRENDP US LAR CP | $8.3M | 0.4% | +8% | — |
| 48 |  $GEV | GE Vernova Inc. | $8.3M | 0.4% | +22% | 81.1 |
| 49 |  $WFC | WELLS FARGO & COMPANY/MN | $8.2M | 0.4% | -16% | 61.8 |
| 50 |  $IVZ | Invesco Ltd. | $8.1M | 0.4% | +10% | — |
| 51 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $8.0M | 0.4% | +16% | — |
| 52 |  $GLDM | World Gold Trust | $7.6M | 0.4% | -6% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $7.5M | 0.4% | +17% | — |
| 54 |  $LRCX | LAM RESEARCH CORP | $7.5M | 0.4% | -11% | 79.4 |
| 55 | — | ISHARES TR - S&P 500 VAL ETF | $7.3M | 0.4% | -7% | — |
| 56 |  $JNJ | JOHNSON & JOHNSON | $7.3M | 0.4% | -5% | 69 |
| 57 | — | ISHARES TR - S&P 500 GRWT ETF | $7.1M | 0.4% | +6% | — |
| 58 |  $NXT | Nextpower Inc. | $7.1M | 0.4% | +331% | 69.1 |
| 59 |  $EME | EMCOR Group, Inc. | $7.0M | 0.3% | +0% | 69.3 |
| 60 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $6.8M | 0.3% | +4% | — |
| 61 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $6.7M | 0.3% | +8% | — |
| 62 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $6.5M | 0.3% | -1% | — |
| 63 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.4M | 0.3% | +4% | — |
| 64 |  $APH | AMPHENOL CORP /DE/ | $6.4M | 0.3% | +0% | 79.3 |
| 65 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $6.4M | 0.3% | -0% | — |
| 66 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $6.3M | 0.3% | +17% | — |
| 67 | $IVZ | Invesco Ltd. | $6.1M | 0.3% | +6% | — |
| 68 | — | ISHARES TR - US TREAS BD ETF | $6.1M | 0.3% | +350% | — |
| 69 | — | ISHARES TR - CORE S&P MCP ETF | $5.9M | 0.3% | -6% | — |
| 70 | $IVZ | Invesco Ltd. | $5.9M | 0.3% | +44% | — |
| 71 |  $GLD | SPDR GOLD TRUST | $5.8M | 0.3% | -68% | — |
| 72 |  $PWR | QUANTA SERVICES, INC. | $5.7M | 0.3% | -1% | 72.1 |
| 73 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.7M | 0.3% | +0% | — |
| 74 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $5.7M | 0.3% | +6% | — |
| 75 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $5.6M | 0.3% | +15% | — |
| 76 |  $ABBV | AbbVie Inc. | $5.6M | 0.3% | +1% | 72.6 |
| 77 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $5.5M | 0.3% | +1% | — |
| 78 |  $HD | HOME DEPOT, INC. | $5.5M | 0.3% | -4% | 60.3 |
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $5.4M | 0.3% | -12% | — |
| 80 | — | CAPITAL GROUP CORE BALANCED - SHS | $5.4M | 0.3% | +9% | — |
| 81 |  $LLY | ELI LILLY & Co | $5.4M | 0.3% | -2% | 87.5 |
| 82 |  $PG | PROCTER & GAMBLE Co | $5.4M | 0.3% | -45% | 64.6 |
| 83 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $5.3M | 0.3% | +1% | — |
| 84 |  $AMGN | AMGEN INC | $5.3M | 0.3% | +2% | 79.2 |
| 85 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $5.2M | 0.3% | +1% | — |
| 86 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $5.1M | 0.3% | -10% | — |
| 87 |  $ADI | ANALOG DEVICES INC | $5.1M | 0.3% | -0% | 79.2 |
| 88 | — | PACER FDS TR - US CASH COWS 100 | $5.1M | 0.3% | -19% | — |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $5.1M | 0.3% | -19% | 79.8 |
| 90 | — | GLOBAL X FDS - US INFR DEV ETF | $5.0M | 0.3% | +3% | — |
| 91 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.0M | 0.3% | +1% | — |
| 92 |  $UNP | UNION PACIFIC CORP | $5.0M | 0.3% | +3% | 69.7 |
| 93 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $4.9M | 0.3% | +2% | — |
| 94 |  $MU | MICRON TECHNOLOGY INC | $4.9M | 0.3% | +48% | 86.2 |
| 95 |  $BWXT | BWX Technologies, Inc. | $4.8M | 0.2% | +15% | 63.8 |
| 96 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $4.8M | 0.2% | +0% | — |
| 97 |  $GD | GENERAL DYNAMICS CORP | $4.7M | 0.2% | -3% | 68.7 |
| 98 | — | ISHARES TR - MSCI ACWI EX US | $4.7M | 0.2% | +1119% | — |
| 99 |  $CMI | CUMMINS INC | $4.7M | 0.2% | -3% | 58.1 |
| 100 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $4.6M | 0.2% | +1% | — |
| 101 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $4.6M | 0.2% | NEW | — |
| 102 |  $CVX | CHEVRON CORP | $4.6M | 0.2% | -3% | 62.8 |
| 103 | — | ISHARES TR - RUSSELL 2000 ETF | $4.6M | 0.2% | +3% | — |
| 104 | $IVZ | Invesco Ltd. | $4.5M | 0.2% | -11% | — |
| 105 |  $AME | AMETEK INC/ | $4.5M | 0.2% | +1% | 69.7 |
| 106 |  $XOM.R34088 | EXXON MOBIL CORP | $4.5M | 0.2% | -3% | 57.9 |
| 107 |  $SYK | STRYKER CORP | $4.4M | 0.2% | +10% | 72.1 |
| 108 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $4.4M | 0.2% | -1% | — |
| 109 | $IVZ | Invesco Ltd. | $4.3M | 0.2% | +5% | — |
| 110 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $4.3M | 0.2% | -7% | 73.3 |
| 111 | $IVZ | Invesco Ltd. | $4.3M | 0.2% | -6% | — |
| 112 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $4.2M | 0.2% | +2% | — |
| 113 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $4.2M | 0.2% | -0% | — |
| 114 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $4.2M | 0.2% | -3% | — |
| 115 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $4.2M | 0.2% | +3% | — |
| 116 | $IVZ | Invesco Ltd. | $4.1M | 0.2% | +25% | — |
| 117 |  $HUBB | HUBBELL INC | $4.1M | 0.2% | +1% | 64.1 |
| 118 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ BK ETF | $4.1M | 0.2% | +12% | — |
| 119 | — | ISHARES TR - GLOBAL TECH ETF | $4.0M | 0.2% | +36% | — |
| 120 |  $MRK | Merck & Co., Inc. | $4.0M | 0.2% | +8% | 59.9 |
| 121 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $4.0M | 0.2% | +3% | — |
| 122 |  $SNPS | SYNOPSYS INC | $4.0M | 0.2% | -0% | 67.9 |
| 123 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $4.0M | 0.2% | +10% | — |
| 124 |  $CRH | CRH PUBLIC LTD CO | $4.0M | 0.2% | +17% | — |
| 125 |  $WMT | Walmart Inc. | $4.0M | 0.2% | -1% | 60.2 |
| 126 |  $FDUS | FIDUS INVESTMENT Corp | $3.9M | 0.2% | +9% | — |
| 127 |  $META | Meta Platforms, Inc. | $3.9M | 0.2% | -24% | 79.6 |
| 128 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $3.9M | 0.2% | +1% | — |
| 129 |  $PLTR | Palantir Technologies Inc. | $3.8M | 0.2% | +14% | 84.6 |
| 130 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $3.8M | 0.2% | -31% | — |
| 131 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $3.8M | 0.2% | -36% | — |
| 132 |  $DHR | DANAHER CORP /DE/ | $3.8M | 0.2% | -5% | 64.8 |
| 133 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.7M | 0.2% | +1% | 67.4 |
| 134 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.7M | 0.2% | +5% | — |
| 135 |  $GAIN | GLADSTONE INVESTMENT CORPORATIONDE | $3.7M | 0.2% | -25% | — |
| 136 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.7M | 0.2% | -52% | — |
| 137 |  $ETN | Eaton Corp plc | $3.6M | 0.2% | +0% | — |
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | $3.6M | 0.2% | +651% | — |
| 139 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $3.6M | 0.2% | -75% | — |
| 140 |  $CB | Chubb Ltd | $3.6M | 0.2% | +12% | — |
| 141 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.6M | 0.2% | -0% | 72.6 |
| 142 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.6M | 0.2% | -76% | — |
| 143 |  $CLS | CELESTICA INC | $3.5M | 0.2% | -4% | 69.8 |
| 144 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $3.5M | 0.2% | -10% | — |
| 145 |  $AGX | ARGAN INC | $3.5M | 0.2% | -6% | 81.4 |
| 146 | — | PIMCO ETF TR - ACTIVE BD ETF | $3.5M | 0.2% | +14% | — |
| 147 | — | SPDR SERIES TRUST - ST INTER BD ETF | $3.5M | 0.2% | -2% | — |
| 148 |  $TT | Trane Technologies plc | $3.5M | 0.2% | +1% | — |
| 149 |  $ASML | ASML HOLDING NV | $3.5M | 0.2% | -3% | — |
| 150 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 0.2% | -10% | — |
New Positions (77)
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.6M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$2.7M
BLACKROCK ETF TRUST - ISHA LA CORE ETF$2.6M
$HONA Honeywell Aerospace Inc.$1.6M FIDELITY MERRIMACK STR TR - LOW DURTIN ETF$1.5M
$CRWD CrowdStrike Holdings, Inc.$1.5M INNOVATOR ETFS TRUST - US EQT ULTRA BF$1.5M
ISHARES TR - IBONDS 28 TRM TS$1.3M
$VELO Velo3D, Inc.$1.3M
$PACS PACS Group, Inc.$1.2M
$APD Air Products & Chemicals, Inc.$1.1M FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$1.1M
FIDELITY COVINGTON TRUST - FUN SMA MID ETF$1.1M
ISHARES TR - LONG TERM MUNI$1.0M
$AVT AVNET INC$986,790Exited Positions (77)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for PFG Advisors including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track PFG Advisors's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for PFG Advisors and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: PFG Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For PFG Advisors (SEC CIK: 1694435), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PFG Advisors's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.