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
$1.92B
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,691
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$17.7M
3
+$11.8M
4
EXE
Expand Energy Corp
EXE
+$6.89M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$6.55M

Top Sells

1
+$46.6M
2
+$11.9M
3
+$11.9M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$6.17M
5
VALE icon
Vale
VALE
+$5.04M

Sector Composition

1 Technology 13.31%
2 Financials 7.27%
3 Healthcare 6.57%
4 Consumer Staples 4.86%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K ﹤0.01%
+10,200
827
$8K ﹤0.01%
+347
828
$6K ﹤0.01%
1,400
829
$4K ﹤0.01%
+17,250
830
$2K ﹤0.01%
+700
831
– –
-450
832
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-157
833
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-77
834
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835
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-18
836
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837
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838
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839
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840
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-932
841
– –
-2,282
842
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843
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-676
844
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845
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-631
846
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847
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848
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-3,349
849
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850
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-1,570
32 33
34
35 36