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
976
$257K 0.01%
3,033
-87
977
$256K 0.01%
+11,334
978
$256K 0.01%
7,168
+628
979
$256K 0.01%
4,298
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980
$255K 0.01%
9,749
+179
981
$255K 0.01%
24,369
+12,776
982
$254K 0.01%
1,330
-736
983
$254K 0.01%
1,134
984
$253K 0.01%
1,147
-12
985
$253K 0.01%
+4,726
986
$253K 0.01%
3,388
-879
987
$253K 0.01%
3,007
-31,988
988
$253K 0.01%
5,977
-36,223
989
$252K 0.01%
9,357
+1,260
990
$252K 0.01%
5,228
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991
$252K 0.01%
14,016
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992
$251K 0.01%
4,159
993
$250K 0.01%
3,788
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994
$250K 0.01%
6,835
995
$250K 0.01%
2,806
-75
996
$249K 0.01%
4,960
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997
$248K 0.01%
+3,768
998
$248K 0.01%
30,022
-1,305
999
$247K 0.01%
+5,033
1000
$247K 0.01%
2,958
-789
38 39
40
41 42