PFG Advisors

CIK 0001694435 · Q2 2026

13F Equity AUM

$2.0B

-3.4% QoQ

Positions

791

-788 QoQ

AUM Rank

#2,341

Top 19%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,871 · Top 59%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 11.6%Top 10: 19.0%Top 20: 28.4%

NDQ2.6%

VUG2.5%

VTI2.3%

AAPL2.2%

SPYM2.1%

NVDA1.8%

FTEC1.5%

VOO1.5%

VIG1.4%

SCHD1.3%

Others (781)81.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 791Median: 0.05%Avg: 0.13%

0–0.5%

753(61.1%)

0.5–1%

24(15.3%)

1–3%

14(23.6%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 791vs 20 funds

0%Low

791

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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