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
2126
$8K ﹤0.01%
+250
2127
$8K ﹤0.01%
+173
2128
$8K ﹤0.01%
+77
2129
$8K ﹤0.01%
+240
2130
$8K ﹤0.01%
+174
2131
$8K ﹤0.01%
+316
2132
$8K ﹤0.01%
+223
2133
$8K ﹤0.01%
+148
2134
$8K ﹤0.01%
+196
2135
$8K ﹤0.01%
+250
2136
$8K ﹤0.01%
+120
2137
$8K ﹤0.01%
+190
2138
$8K ﹤0.01%
+925
2139
$8K ﹤0.01%
+55
2140
$8K ﹤0.01%
+42
2141
$8K ﹤0.01%
+294
2142
$8K ﹤0.01%
+302
2143
$8K ﹤0.01%
+500
2144
$8K ﹤0.01%
+10
2145
$8K ﹤0.01%
+577
2146
$8K ﹤0.01%
+165
2147
$7K ﹤0.01%
+304
2148
$7K ﹤0.01%
+159
2149
$7K ﹤0.01%
+163
2150
$7K ﹤0.01%
+1,459