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
2176
$7K ﹤0.01%
+21
2177
$7K ﹤0.01%
+807
2178
$7K ﹤0.01%
+208
2179
$7K ﹤0.01%
+130
2180
$7K ﹤0.01%
+294
2181
$7K ﹤0.01%
+124
2182
$7K ﹤0.01%
+300
2183
$7K ﹤0.01%
+398
2184
$7K ﹤0.01%
+68
2185
$7K ﹤0.01%
+130
2186
$7K ﹤0.01%
+56
2187
$7K ﹤0.01%
+375
2188
$7K ﹤0.01%
+200
2189
$7K ﹤0.01%
+23
2190
$7K ﹤0.01%
+266
2191
$7K ﹤0.01%
+179
2192
$7K ﹤0.01%
+216
2193
$7K ﹤0.01%
+700
2194
$7K ﹤0.01%
+700
2195
$7K ﹤0.01%
+250
2196
$6K ﹤0.01%
+67
2197
$6K ﹤0.01%
+114
2198
$6K ﹤0.01%
+125
2199
$6K ﹤0.01%
+400
2200
$6K ﹤0.01%
+155