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
826
$383K 0.01%
5,693
+58
827
$381K 0.01%
5,979
+717
828
$381K 0.01%
6,116
-28
829
$381K 0.01%
5,294
+542
830
$381K 0.01%
1,500
831
$378K 0.01%
13,094
+614
832
$377K 0.01%
747
833
$375K 0.01%
+2,528
834
$374K 0.01%
10,690
+1,455
835
$373K 0.01%
25,857
+585
836
$372K 0.01%
7,885
+558
837
$371K 0.01%
5,836
-569
838
$370K 0.01%
3,752
-1,714
839
$369K 0.01%
6,398
+695
840
$367K 0.01%
9,849
+1,706
841
$367K 0.01%
3,740
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842
$366K 0.01%
13,588
+2,943
843
$365K 0.01%
+12,073
844
$364K 0.01%
4,823
-389
845
$364K 0.01%
10,227
-1,058
846
$363K 0.01%
7,980
-314
847
$362K 0.01%
44,917
-1,837
848
$362K 0.01%
4,964
-47
849
$361K 0.01%
12,130
+2,626
850
$361K 0.01%
7,516
-650
32 33
34
35 36