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Home > Institutional Investor > Prospera Financial Services > Profile

Instuitional Investor - Prospera Financial Services

Fund Profile
Filing Period:
Fund Name: Prospera Financial Services
Portfolio Value $3,020,218,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 679,124 $130,751,744 4.32%
2.
Microsoft Corp
 MSFT 170,157 $63,985,838 2.11%
3.
First Tr Exchange-Traded Fd
 988,294 $58,961,620 1.95%
4.
Invesco Qqq Tr
 141,903 $58,112,117 1.92%
5.
First Tr Exchange-Traded Fd
 1,005,960 $51,857,238 1.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)