PFS

Prospera Financial Services Portfolio holdings

AUM $5.86B
1-Year Est. Return 21.96%
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.87M
3
+$8.54M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$7.68M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$5.95M

Top Sells

1
+$18.8M
2
+$12M
3
+$9.07M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$9.01M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$7.73M

Sector Composition

1 Technology 13.78%
2 Financials 6.87%
3 Healthcare 5.36%
4 Industrials 4.66%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.38M 0.05%
10,672
-273
352
$1.38M 0.05%
8,116
-653
353
$1.37M 0.05%
68,348
+2,641
354
$1.37M 0.05%
3,149
+56
355
$1.37M 0.05%
63,890
+9,333
356
$1.36M 0.05%
65,990
+180
357
$1.36M 0.05%
36,888
+5,013
358
$1.36M 0.05%
24,835
+308
359
$1.35M 0.05%
67,997
+11,094
360
$1.35M 0.05%
15,575
+1,662
361
$1.34M 0.05%
71,114
+3,333
362
$1.33M 0.05%
1,837
-33
363
$1.33M 0.05%
10,885
+585
364
$1.32M 0.05%
8,752
+2,208
365
$1.32M 0.05%
+16,816
366
$1.32M 0.05%
24,337
+494
367
$1.31M 0.05%
8,549
+315
368
$1.31M 0.05%
14,758
+630
369
$1.3M 0.05%
89,275
+11,739
370
$1.29M 0.05%
19,605
+1,483
371
$1.27M 0.05%
14,280
-816
372
$1.27M 0.05%
24,659
+7,469
373
$1.27M 0.05%
12,137
-447
374
$1.27M 0.05%
22,591
+15,993
375
$1.26M 0.05%
18,592
+832
13 14
15
16 17