PFS
Prospera Financial Services Portfolio holdings
AUM
$5.86B
1-Year Est. Return
21.96%
1 Year Est. Return
+21.96%
AUM
$5.37B
AUM Growth
+$1.02B
(+23%)
Holding
1,356
Top Buys
| 1 | +$57.4M | |
| 2 | +$31.6M | |
| 3 | +$21.2M | |
| 4 |
Enterprise Products Partners
EPD
|
+$20.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$19.6M |
Top Sells
| 1 | +$28.6M | |
| 2 | +$12.5M | |
| 3 | +$11.9M | |
| 4 |
Broadcom
AVGO
|
+$10.9M |
| 5 |
iShares US Technology ETF
IYW
|
+$10.7M |
Sector Composition
| 1 | Technology | 16.33% |
| 2 | Financials | 8.52% |
| 3 | Industrials | 5.92% |
| 4 | Consumer Discretionary | 4.88% |
| 5 | Healthcare | 4.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Baxter International
BAX
$9.25B
| – | – |
-34,484
|
|
||
1352
Global X MSCI Argentina ETF
ARGT
$836M
| – | – |
-4,819
|
|
||
1353
Aon
AON
$74.4B
| – | – |
-573
|
|
||
1354
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| – | – |
-45,017
|
|
||
1355
Ametek
AME
$45.2B
| – | – |
-1,856
|
|
||
1356
AerCap
AER
$22.6B
| – | – |
-7,537
|
|