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
1326
-370
1327
-4,846
1328
-106,657
1329
-260
1330
-950
1331
-737
1332
-266
1333
-156
1334
-70
1335
-1,017
1336
-3,705
1337
-619
1338
-546
1339
-100
1340
-1,825
1341
-1,387
1342
-3,221
1343
-90
1344
-5,088
1345
-77
1346
-574
1347
-1,409
1348
-50
1349
-1,528
1350
-817