Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | IDU | ISHARES TR | — | 1,358 | $151K | 0.00% | SOLD |
| 142 | UOCT | INNOVATOR ETFS TRUST | — | 3,881 | $149K | 0.00% | SOLD |
| 143 | AVB | AVALONBAY CMNTYS INC | Real Estate | 768 | $148K | 0.00% | SOLD |
| 144 | IVZ | INVESCO LTD | Financial Services | 6,452 | $148K | 0.00% | SOLD |
| 145 | RSPF | INVESCO EXCHANGE TRADED FD T | — | 1,896 | $147K | 0.00% | SOLD |
| 146 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 2,510 | $147K | 0.00% | SOLD |
| 147 | DAX | GLOBAL X FDS | — | 3,251 | $145K | 0.00% | SOLD |
| 148 | APPF | APPFOLIO INC | Technology | 527 | $145K | 0.00% | SOLD |
| 149 | LPX | LOUISIANA PAC CORP | Basic Materials | 1,632 | $145K | 0.00% | SOLD |
| 150 | SANM | SANMINA CORPORATION | Technology | 1,256 | $145K | 0.00% | SOLD |
| 151 | CLX | CLOROX CO DEL | Consumer Defensive | 1,169 | $144K | 0.00% | SOLD |
| 152 | MUNI | PIMCO ETF TR | — | 2,747 | $144K | 0.00% | SOLD |
| 153 | OMF | ONEMAIN HLDGS INC | Financial Services | 2,541 | $143K | 0.00% | SOLD |
| 154 | THO | THOR INDS INC | Consumer Cyclical | 1,382 | $143K | 0.00% | SOLD |
| 155 | AGX | ARGAN INC | Industrials | 530 | $143K | 0.00% | SOLD |
| 156 | CDW | CDW CORP | Technology | 898 | $143K | 0.00% | SOLD |
| 157 | ESGD | ISHARES TR | — | 1,538 | $143K | 0.00% | SOLD |
| 158 | CF | CF INDS HLDGS INC | Basic Materials | 1,591 | $143K | 0.00% | SOLD |
| 159 | DIVB | ISHARES TR | — | 2,730 | $143K | 0.00% | SOLD |
| 160 | BCO | BRINKS CO | Industrials | 1,220 | $143K | 0.00% | SOLD |
Sector Allocation
Technology
28.5%
Financial Services
20.5%
Consumer Cyclical
10.7%
Communication Services
10.0%
Healthcare
9.5%
Industrials
8.6%
Consumer Defensive
4.5%
Energy
2.8%
Utilities
2.0%
Real Estate
1.5%