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
851
$361K 0.01%
47,706
852
$360K 0.01%
+11,061
853
$358K 0.01%
3,129
854
$358K 0.01%
10,903
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855
$355K 0.01%
1,477
+41
856
$354K 0.01%
1,258
-11
857
$354K 0.01%
9,251
858
$354K 0.01%
3,511
-303
859
$353K 0.01%
26,258
-14,285
860
$353K 0.01%
1,979
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861
$352K 0.01%
2,941
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862
$351K 0.01%
584
+12
863
$351K 0.01%
7,763
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864
$350K 0.01%
7,410
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865
$350K 0.01%
16,076
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866
$346K 0.01%
3,773
-2,617
867
$345K 0.01%
7,990
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868
$345K 0.01%
6,561
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869
$345K 0.01%
6,854
-303
870
$340K 0.01%
4,799
-1,272
871
$339K 0.01%
3,875
+474
872
$337K 0.01%
38,508
+25,502
873
$336K 0.01%
2,658
-20
874
$334K 0.01%
3,880
-384
875
$334K 0.01%
2,808
+285
33 34
35
36 37