PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+8.46%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$2B
AUM Growth
+$79.6M
(+4.2%)
Cap. Flow
-$52M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
19.58%
Holding
980
New
149
Increased
367
Reduced
352
Closed
89
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$51.5M |
| 2 |
First Trust Dorsey Wright International Focus 5 ETF
IFV
|
+$16.6M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$10.7M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$10.5M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$9.66M |
Top Sells
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Financials | 6.07% |
| 3 | Healthcare | 5.83% |
| 4 | Energy | 4.46% |
| 5 | Industrials | 4.4% |
