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
$738M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.22M
3
+$3.04M
4
AAPL icon
Apple
AAPL
+$2.74M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.88M

Top Sells

1
+$2.59M
2
+$2.29M
3
+$2.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.73M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.67M

Sector Composition

1 Technology 5.9%
2 Financials 5.58%
3 Industrials 3.82%
4 Healthcare 3.72%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K 0.03%
+6,329
402
$231K 0.03%
2,166
-73
403
$230K 0.03%
+8,068
404
$228K 0.03%
+2,067
405
$227K 0.03%
3,269
-340
406
$226K 0.03%
1,619
-118
407
$226K 0.03%
+3,712
408
$225K 0.03%
+4,557
409
$224K 0.03%
+3,858
410
$224K 0.03%
7,610
+4,030
411
$221K 0.03%
+3,503
412
$220K 0.03%
934
-40
413
$220K 0.03%
6,452
-103
414
$220K 0.03%
5,328
-253
415
$218K 0.03%
1,052
-147
416
$217K 0.03%
+15,212
417
$216K 0.03%
1,481
418
$214K 0.03%
+8,855
419
$212K 0.03%
7,615
-1,655
420
$210K 0.03%
7,899
421
$210K 0.03%
+8,096
422
$208K 0.03%
4,664
-4,633
423
$208K 0.03%
14,246
+3,021
424
$208K 0.03%
16,807
425
$204K 0.03%
+1,662
15 16
17
18 19