PFS

Prospera Financial Services Portfolio holdings

AUM $5.37B
1-Year Est. Return 18.82%
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Sells

1 +$63.5M
2 +$63.4M
3 +$50M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$26.2M

Sector Composition

1 Financials 10.85%
2 Industrials 9.98%
3 Technology 7.94%
4 Healthcare 6.42%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$0 ﹤0.01%
+100
1727
$0 ﹤0.01%
+6