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
2151
$7K ﹤0.01%
+312
2152
$7K ﹤0.01%
+85
2153
$7K ﹤0.01%
+253
2154
$7K ﹤0.01%
+59
2155
$7K ﹤0.01%
+282
2156
$7K ﹤0.01%
+102
2157
$7K ﹤0.01%
+500
2158
$7K ﹤0.01%
+158
2159
$7K ﹤0.01%
+139
2160
$7K ﹤0.01%
213
-10,642
2161
$7K ﹤0.01%
+170
2162
$7K ﹤0.01%
+152
2163
$7K ﹤0.01%
+191
2164
$7K ﹤0.01%
+107
2165
$7K ﹤0.01%
+178
2166
$7K ﹤0.01%
+994
2167
$7K ﹤0.01%
+64
2168
$7K ﹤0.01%
+186
2169
$7K ﹤0.01%
+63
2170
$7K ﹤0.01%
+109
2171
$7K ﹤0.01%
+100
2172
$7K ﹤0.01%
+26
2173
$7K ﹤0.01%
+400
2174
$7K ﹤0.01%
+200
2175
$7K ﹤0.01%
+21