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
951
$277K 0.01%
4,670
-109
952
$275K 0.01%
3,506
953
$274K 0.01%
5,754
+262
954
$273K 0.01%
7,694
-591
955
$271K 0.01%
7,677
-3,765
956
$269K 0.01%
5,535
957
$268K 0.01%
7,885
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958
$267K 0.01%
8,769
-1,164
959
$266K 0.01%
3,397
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960
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15,850
+1,138
961
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962
$265K 0.01%
4,829
+29
963
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+5,841
964
$263K 0.01%
+1,370
965
$262K 0.01%
7,534
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966
$261K 0.01%
987
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968
$260K 0.01%
1,039
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969
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970
$259K 0.01%
4,178
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971
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7,194
-2,331
972
$258K 0.01%
+9,409
973
$257K 0.01%
2,472
-179
974
$257K 0.01%
+546
975
$257K 0.01%
3,770
-452
37 38
39
40 41