PFG Advisors

RIA/Wealth

PFG Advisors is a RIA/Wealth based in Phoenix, AZ led by Michael Thomas Prior, reporting $3.1B in AUM as of Q3 2025 with 62% ETF concentration.

CEOMichael Thomas Prior

Portfolio Value: $2.4B
Positions: 802
Top Holding: VUG at 2.73%
Last Reported: Q3 2025

Address3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012, United States

Top Holdings

Largest long holdings in PFG Advisors's portfolio (18.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$66.3M	2.73%	+$66.3M Bought	— 138.3K shares	Q3 2022 Held for 3y 2m
2 Microsoft MSFT	Software - Infrastructure Technology	$57.9M	2.39%	+$57.9M Bought	0.00% 111.8K shares	Q4 2017 Held for 7y 11m
3 Apple AAPL	Consumer Electronics Technology	$56.9M	2.34%	+$4.4M Bought	0.00% 223.3K shares	Q4 2017 Held for 7y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$53.2M	2.19%	+$584.8K Bought	— 88.7K shares	Q3 2022 Held for 3y 2m
5 Vanguard Total Stock Market VTI	ETF ETF	$48.5M	2.00%	+$48.5M Bought	— 147.9K shares	Q3 2022 Held for 3y 2m
6 Nvidia NVDA	Semiconductors Technology	$45.4M	1.87%	+$2.1M Bought	0.00% 243.1K shares	Q1 2019 Held for 6y 8m
7 Vanguard Dividend Appreciation VIG	Unknown Unknown	$33.9M	1.40%	+$33.9M Bought	— 157.1K shares	Q4 2022 Held for 2y 11m
8 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$28.0M	1.16%	+$2.6M Bought	— 357.8K shares	Q2 2021 Held for 4y 5m
9 Vanguard S&P 500 ETF VOO	ETF ETF	$28.0M	1.15%	-$386.9M Sold	— 45.7K shares	Q3 2022 Held for 3y 2m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$24.3M	1.00%	-$2.1M Sold	— 36.4K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PFG Advisors's latest filing

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Market Value

$2.4B

Prior: $2.2B

Q/Q Change

+12.64%

+$272.3M

Net Flows % of MV

-63.91%

Turnover Ratio

53.32%

New Purchases

54 stocks

$23.5M

Added To

377 stocks

+$146.9M

Sold Out Of

32 stocks

$20.8M

Reduced Holdings

193 stocks

-$1.7B

Increased Positions

Position	Shares Δ	Change
1 Global X Defense Tech SHLD	New	0 → 25.2K +$1.8M
2 VanEck Uranium and Nuclear NLR	New	0 → 12.3K +$1.7M
3 Leonardo DRS, Inc. DRS	New	0 → 32.7K +$1.5M
4 WisdomTree PutWrite Strategy Fund PUTW	New	0 → 33.3K +$1.1M
5 Innovator U.S. Equity Power Buffer ETF PSEP	New	0 → 20.4K +$878.1K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	18.7K → 0 −$6.6M
2 iShares iBonds 2026 Term High Yield and Income ETF IBHF	Sold	69.2K → 0 −$1.6M
3 Aaon AAON	Sold	19.9K → 0 −$1.5M
4 Fiserv FI	Sold	8.3K → 0 −$1.4M
5 iShares iBonds Dec 2032 Term Treasury IBTM	Sold	41.4K → 0 −$952.8K

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Analytics

Portfolio insights and performance metrics for PFG Advisors

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Sector Allocation

ETF

61.70%

Technology

12.10%

Industrials

6.10%

Financial Services

4.50%

Healthcare

3.10%

Consumer Cyclical

2.10%

Consumer Defensive

2.00%

Communication Services

1.70%

Energy

1.20%

Basic Materials

0.50%

Utilities

0.50%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

17.91%

Large Cap ($10B - $200B)

14.58%

Mid Cap ($2B - $10B)

0.81%

Small Cap ($300M - $2B)

0.66%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

65.92%

Portfolio Concentration

Top 10 Holdings %

18.23%

Top 20 Holdings %

26.76%

Top 50 Holdings %

43.95%

Top 100 Holdings %

60.16%