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
$2.39B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.82%
2 Financials 8.08%
3 Healthcare 5.52%
4 Consumer Discretionary 5.05%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$9K ﹤0.01%
+100
2077
$9K ﹤0.01%
+58
2078
$9K ﹤0.01%
+187
2079
$9K ﹤0.01%
+306
2080
$9K ﹤0.01%
+907
2081
$9K ﹤0.01%
+71
2082
$9K ﹤0.01%
+244
2083
$9K ﹤0.01%
+622
2084
$9K ﹤0.01%
+167
2085
$9K ﹤0.01%
+100
2086
$9K ﹤0.01%
+825
2087
$9K ﹤0.01%
+519
2088
$9K ﹤0.01%
+250
2089
$9K ﹤0.01%
+325
2090
$9K ﹤0.01%
+1,878
2091
$9K ﹤0.01%
+309
2092
$9K ﹤0.01%
+213
2093
$9K ﹤0.01%
+152
2094
$9K ﹤0.01%
+274
2095
$9K ﹤0.01%
+350
2096
$9K ﹤0.01%
+300
2097
$9K ﹤0.01%
+252
2098
$9K ﹤0.01%
+176
2099
$9K ﹤0.01%
+357
2100
$9K ﹤0.01%
+1,559