Professional Financial Advisors, LLC - Portfolio overview

Professional Financial Advisors, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 24.21%
2. AGG - ISHARES TR, 13.79%
3. NTSX - WISDOMTREE TR, 5.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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