PFG Financial Advisors Buys ISHARES TRUST, FIDELITY COV TRS, ISHARES GOLD TRUST, Sells iShares 7-10 Year Treasury Bond ETF, VANGUARD INDEX FDS, SSGA SPDR S&P 500

Article's Main Image
State College, PA, based Investment company PFG Financial Advisors (Current Portfolio) buys ISHARES TRUST, FIDELITY COV TRS, ISHARES GOLD TRUST, Commerce Bancshares Inc, VANGUARD INDEX FDS, sells iShares 7-10 Year Treasury Bond ETF, VANGUARD INDEX FDS, SSGA SPDR S&P 500, iShares 20+ Year Treasury Bond ETF, ISHARES TRUST during the 3-months ended 2020Q3, according to the most recent filings of the investment company, PFG Financial Advisors. As of 2020Q3, PFG Financial Advisors owns 204 stocks with a total value of $683 million. These are the details of the buys and sells.

For the details of PFG Financial Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/pfg+financial+advisors/current-portfolio/portfolio

These are the top 5 holdings of PFG Financial Advisors
  1. ISHARES TRUST (IVV) - 249,583 shares, 12.28% of the total portfolio. Shares added by 5.28%
  2. ISHARES TRUST (IJH) - 299,097 shares, 8.12% of the total portfolio. Shares added by 1.55%
  3. ISHARES TRUST (IEFA) - 885,606 shares, 7.82% of the total portfolio. Shares reduced by 2.16%
  4. ISHARES TRUST (IJR) - 491,901 shares, 5.06% of the total portfolio. Shares reduced by 13.82%
  5. ISHARES TRUST (AGG) - 194,114 shares, 3.36% of the total portfolio. Shares added by 10.62%
New Purchase: ISHARES TRUST (GOVT)

PFG Financial Advisors initiated holding in ISHARES TRUST. The purchase prices were between $27.77 and $28.23, with an estimated average price of $27.96. The stock is now traded at around $27.64. The impact to a portfolio due to this purchase was 1.48%. The holding were 362,058 shares as of .

New Purchase: FIDELITY COV TRS (FDIS)

PFG Financial Advisors initiated holding in FIDELITY COV TRS. The purchase prices were between $52.79 and $65.68, with an estimated average price of $59.42. The stock is now traded at around $63.62. The impact to a portfolio due to this purchase was 0.9%. The holding were 99,011 shares as of .

New Purchase: Enbridge Inc (ENB)

PFG Financial Advisors initiated holding in Enbridge Inc. The purchase prices were between $29.2 and $33.98, with an estimated average price of $31.46. The stock is now traded at around $28.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 48,532 shares as of .

New Purchase: SPDR SERIES TRUST (XSD)

PFG Financial Advisors initiated holding in SPDR SERIES TRUST. The purchase prices were between $110.01 and $132.43, with an estimated average price of $121.68. The stock is now traded at around $144.21. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,728 shares as of .

New Purchase: U.S. Bancorp (USB)

PFG Financial Advisors initiated holding in U.S. Bancorp. The purchase prices were between $34.22 and $38.31, with an estimated average price of $36.61. The stock is now traded at around $42.81. The impact to a portfolio due to this purchase was 0.16%. The holding were 30,329 shares as of .

New Purchase: iShares U.S. Preferred Stock (PFF)

PFG Financial Advisors initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $34.54 and $36.7, with an estimated average price of $35.97. The stock is now traded at around $37.16. The impact to a portfolio due to this purchase was 0.1%. The holding were 19,155 shares as of .

Added: ISHARES GOLD TRUST (IAU)

PFG Financial Advisors added to a holding in ISHARES GOLD TRUST by 167.52%. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $17.89. The impact to a portfolio due to this purchase was 0.85%. The holding were 517,247 shares as of .

Added: Commerce Bancshares Inc (CBSH)

PFG Financial Advisors added to a holding in Commerce Bancshares Inc by 56.41%. The purchase prices were between $53.5 and $61.11, with an estimated average price of $57.63. The stock is now traded at around $67.63. The impact to a portfolio due to this purchase was 0.63%. The holding were 211,491 shares as of .

Added: VANGUARD INDEX FDS (VTI)

PFG Financial Advisors added to a holding in VANGUARD INDEX FDS by 26.90%. The purchase prices were between $157.44 and $181.24, with an estimated average price of $168.12. The stock is now traded at around $180.76. The impact to a portfolio due to this purchase was 0.23%. The holding were 43,314 shares as of .

Added: ISHARES TRUST (MUB)

PFG Financial Advisors added to a holding in ISHARES TRUST by 26.89%. The purchase prices were between $115.26 and $117.22, with an estimated average price of $116.18. The stock is now traded at around $115.95. The impact to a portfolio due to this purchase was 0.19%. The holding were 51,864 shares as of .

Added: ISHARES TRUST (TIP)

PFG Financial Advisors added to a holding in ISHARES TRUST by 91.47%. The purchase prices were between $123.08 and $127.1, with an estimated average price of $125.6. The stock is now traded at around $125.34. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,969 shares as of .

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

PFG Financial Advisors added to a holding in iShares Core 1-5 Year USD Bond ETF by 178.10%. The purchase prices were between $51.01 and $51.51, with an estimated average price of $51.31. The stock is now traded at around $51.47. The impact to a portfolio due to this purchase was 0.08%. The holding were 17,818 shares as of .

Sold Out: ISHARES TRUST (IEO)

PFG Financial Advisors sold out a holding in ISHARES TRUST. The sale prices were between $26.44 and $34.24, with an estimated average price of $31.18.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

PFG Financial Advisors sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $161.12 and $171.57, with an estimated average price of $165.77.

Sold Out: ISHARES TRUST (IEZ)

PFG Financial Advisors sold out a holding in ISHARES TRUST. The sale prices were between $7.21 and $10.14, with an estimated average price of $8.81.

Sold Out: ISHARES TRUST (VLUE)

PFG Financial Advisors sold out a holding in ISHARES TRUST. The sale prices were between $70.37 and $77.32, with an estimated average price of $74.3.

Sold Out: SPDR SERIES TRUST (KRE)

PFG Financial Advisors sold out a holding in SPDR SERIES TRUST. The sale prices were between $33.9 and $41.18, with an estimated average price of $37.71.

Sold Out: Markel Corp (MKL)

PFG Financial Advisors sold out a holding in Markel Corp. The sale prices were between $892.91 and $1111.62, with an estimated average price of $1014.9.



Here is the complete portfolio of PFG Financial Advisors. Also check out:

1. PFG Financial Advisors's Undervalued Stocks
2. PFG Financial Advisors's Top Growth Companies, and
3. PFG Financial Advisors's High Yield stocks
4. Stocks that PFG Financial Advisors keeps buying