PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+5.97%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$2.61B
AUM Growth
+$180M
(+7.4%)
Cap. Flow
+$64.7M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
19.7%
Holding
1,097
New
140
Increased
455
Reduced
358
Closed
92
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$44.6M |
| 2 |
iShares US Healthcare ETF
IYH
|
$8.06M |
| 3 |
iShares US Energy ETF
IYE
|
$7.64M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$7.29M |
| 5 |
AstraZeneca
AZN
|
$6.04M |
Sector Composition
| 1 | Technology | 14.63% |
| 2 | Financials | 6.44% |
| 3 | Healthcare | 5.52% |
| 4 | Industrials | 5.13% |
| 5 | Consumer Staples | 4.3% |
