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
$3.92B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$16.6M
3
+$16.2M
4
AAPL icon
Apple
AAPL
+$12.3M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Top Sells

1
+$28.3M
2
+$13.5M
3
+$13.4M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$10.1M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.93M

Sector Composition

1 Technology 16.01%
2 Financials 6.33%
3 Healthcare 5.3%
4 Industrials 4.86%
5 Consumer Discretionary 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.14M 0.03%
22,932
-18,015
477
$1.13M 0.03%
9,846
+670
478
$1.12M 0.03%
24,891
+5,089
479
$1.11M 0.03%
4,729
+1,794
480
$1.11M 0.03%
4,546
-5
481
$1.1M 0.03%
6,635
+6
482
$1.1M 0.03%
4,229
-37,676
483
$1.09M 0.03%
20,732
-96
484
$1.09M 0.03%
11,996
-75
485
$1.09M 0.03%
5,083
-93
486
$1.09M 0.03%
91,216
-973
487
$1.09M 0.03%
3,924
-10
488
$1.09M 0.03%
13,818
-752
489
$1.09M 0.03%
13,939
+1,041
490
$1.08M 0.03%
29,665
+117
491
$1.08M 0.03%
4,033
+37
492
$1.08M 0.03%
8,450
+463
493
$1.07M 0.03%
6,380
-16
494
$1.05M 0.03%
9,533
-3,358
495
$1.03M 0.03%
7,209
+490
496
$1.03M 0.03%
8,466
+318
497
$1.02M 0.03%
3,680
-71
498
$1.01M 0.03%
3,919
+1,168
499
$1M 0.03%
15,478
-54
500
$1M 0.03%
7,430
+224
18 19
20
21 22