PFS

Prospera Financial Services Portfolio holdings

AUM $6.09B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,691
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$19.5M
3 +$12.5M
4
AMD icon
Advanced Micro Devices
AMD
+$7.69M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$7.06M

Top Sells

1 +$46.7M
2 +$13.1M
3 +$12.9M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$6.17M
5
VALE icon
Vale
VALE
+$5.04M

Sector Composition

1 Technology 13.28%
2 Financials 7.3%
3 Healthcare 6.57%
4 Consumer Staples 4.86%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-332
1177
-202
1178
-169
1179
-1,658
1180
-2,467
1181
-200
1182
-709
1183
-180
1184
-19
1185
-257
1186
-939
1187
-1,618
1188
-600
1189
-926
1190
-262
1191
-312
1192
-1,059
1193
-521
1194
-189
1195
-1,181
1196
-105
1197
-1,111
1198
-52
1199
-70,812
1200
-300