PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
-2.85%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$2.59B
AUM Growth
-$26.7M
(-1%)
Cap. Flow
+$62M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
19.41%
Holding
1,083
New
78
Increased
496
Reduced
373
Closed
76
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.28M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$8.87M |
| 3 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$8.54M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$7.68M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$5.95M |
Top Sells
Sector Composition
| 1 | Technology | 13.78% |
| 2 | Financials | 6.87% |
| 3 | Healthcare | 5.36% |
| 4 | Industrials | 4.66% |
| 5 | Consumer Staples | 4.25% |
