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
1051
$215K 0.01%
5,498
-10,454
1052
$215K 0.01%
+6,680
1053
$214K 0.01%
15,275
1054
$214K 0.01%
+1,933
1055
$214K 0.01%
231
-149
1056
$213K 0.01%
+5,377
1057
$213K 0.01%
18,746
+363
1058
$213K 0.01%
5,095
1059
$212K 0.01%
5,575
1060
$212K 0.01%
+2,958
1061
$212K 0.01%
781
-16,481
1062
$211K 0.01%
+4,318
1063
$211K 0.01%
+19,243
1064
$210K 0.01%
11,100
1065
$210K 0.01%
16,115
+301
1066
$210K 0.01%
8,822
-524
1067
$209K 0.01%
+2,179
1068
$209K 0.01%
+2,070
1069
$209K 0.01%
3,414
-15,094
1070
$207K 0.01%
+145
1071
$206K 0.01%
3,083
-13,673
1072
$205K 0.01%
24,339
+289
1073
$204K 0.01%
12,551
-40
1074
$203K 0.01%
1,048
-424
1075
$202K 0.01%
1,807
-1,166
41 42
43
44 45