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
2101
$9K ﹤0.01%
+357
2102
$8K ﹤0.01%
+100
2103
$8K ﹤0.01%
+704
2104
$8K ﹤0.01%
+180
2105
$8K ﹤0.01%
+95
2106
$8K ﹤0.01%
+35
2107
$8K ﹤0.01%
+220
2108
$8K ﹤0.01%
+329
2109
$8K ﹤0.01%
+92
2110
$8K ﹤0.01%
+1,000
2111
$8K ﹤0.01%
+2,180
2112
$8K ﹤0.01%
+170
2113
$8K ﹤0.01%
+625
2114
$8K ﹤0.01%
+250
2115
$8K ﹤0.01%
+94
2116
$8K ﹤0.01%
+628
2117
$8K ﹤0.01%
+300
2118
$8K ﹤0.01%
+240
2119
$8K ﹤0.01%
+182
2120
$8K ﹤0.01%
+130
2121
$8K ﹤0.01%
+500
2122
$8K ﹤0.01%
+235
2123
$8K ﹤0.01%
+294
2124
$8K ﹤0.01%
+277
2125
$8K ﹤0.01%
+244