PFS

Prospera Financial Services Portfolio holdings

AUM $6.09B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.93M
3
+$4.05M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.1M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.58M

Top Sells

1
+$9.5M
2
+$3.3M
3
+$2.45M
4
BSJD
GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF
BSJD
+$2.07M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.01M

Sector Composition

1 Energy 4.97%
2 Materials 3.22%
3 Technology 2.7%
4 Consumer Staples 2.63%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
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