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
926
$296K 0.01%
1,455
-12,849
927
$294K 0.01%
20,019
+3,576
928
$294K 0.01%
+2,254
929
$294K 0.01%
1,638
-4
930
$293K 0.01%
2,840
-25
931
$292K 0.01%
+3,089
932
$292K 0.01%
4,874
-1,925
933
$291K 0.01%
1,145
-32
934
$291K 0.01%
9,624
-650
935
$291K 0.01%
+10,235
936
$289K 0.01%
4,095
+58
937
$288K 0.01%
7,714
+1,636
938
$287K 0.01%
7,974
939
$287K 0.01%
3,475
-58,425
940
$287K 0.01%
+4,011
941
$286K 0.01%
3,293
-25
942
$284K 0.01%
3,153
+1
943
$283K 0.01%
658
+1
944
$283K 0.01%
3,498
-405
945
$282K 0.01%
+1,691
946
$281K 0.01%
5,986
-203
947
$280K 0.01%
970
-8
948
$278K 0.01%
10,434
+50
949
$278K 0.01%
9,775
950
$277K 0.01%
2,531
-975
36 37
38
39 40