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
2201
$6K ﹤0.01%
+4,000
2202
$6K ﹤0.01%
+152
2203
$6K ﹤0.01%
+134
2204
$6K ﹤0.01%
+1,460
2205
$6K ﹤0.01%
+107
2206
$6K ﹤0.01%
+63
2207
$6K ﹤0.01%
+250
2208
$6K ﹤0.01%
+162
2209
$6K ﹤0.01%
+600
2210
$6K ﹤0.01%
+34
2211
$6K ﹤0.01%
+245
2212
$6K ﹤0.01%
+56
2213
$6K ﹤0.01%
+136
2214
$6K ﹤0.01%
+335
2215
$6K ﹤0.01%
+605
2216
$6K ﹤0.01%
+130
2217
$6K ﹤0.01%
+100
2218
$6K ﹤0.01%
+390
2219
$6K ﹤0.01%
+663
2220
$6K ﹤0.01%
+857
2221
$6K ﹤0.01%
+785
2222
$6K ﹤0.01%
+413
2223
$6K ﹤0.01%
+132
2224
$6K ﹤0.01%
+120
2225
$6K ﹤0.01%
+67