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
876
$333K 0.01%
33,188
+4,035
877
$333K 0.01%
+19,877
878
$333K 0.01%
4,675
879
$332K 0.01%
16,569
-489
880
$332K 0.01%
6,915
+22
881
$331K 0.01%
11,928
-1,386
882
$331K 0.01%
2,766
883
$331K 0.01%
15,794
-4,372
884
$330K 0.01%
32,000
885
$330K 0.01%
8,523
886
$329K 0.01%
6,400
+102
887
$329K 0.01%
+2,150
888
$327K 0.01%
14,613
-739
889
$327K 0.01%
8,537
+607
890
$327K 0.01%
+8,485
891
$326K 0.01%
4,805
-108
892
$324K 0.01%
+14,645
893
$323K 0.01%
1,878
+121
894
$323K 0.01%
15,848
+1,267
895
$323K 0.01%
2,700
-72
896
$320K 0.01%
6,331
-1,968
897
$320K 0.01%
+12,300
898
$319K 0.01%
5,044
-6,869
899
$319K 0.01%
10,954
+11
900
$319K 0.01%
3,224
-1,677
34 35
36
37 38