PIA

Powell Investment Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 20.84%
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$498K
3
+$390K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$357K
5
ARKK icon
ARK Innovation ETF
ARKK
+$327K

Top Sells

1
+$1.02M
2
+$394K
3
+$344K
4
AMLP icon
Alerian MLP ETF
AMLP
+$333K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$248K

Sector Composition

1 Financials 6.02%
2 Consumer Discretionary 3.45%
3 Communication Services 2.8%
4 Technology 2.52%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.26%
6,757
52
$422K 0.26%
11,601
-9,159
53
$413K 0.25%
2,400
+1,000
54
$412K 0.25%
1,959
-171
55
$406K 0.25%
6,073
-157
56
$403K 0.25%
7,481
+1,273
57
$396K 0.24%
18,231
58
$394K 0.24%
6,479
-159
59
$393K 0.24%
10,721
60
$364K 0.22%
2,210
61
$361K 0.22%
2,576
-143
62
$358K 0.22%
3,170
+15
63
$354K 0.22%
2,710
+2,500
64
$352K 0.22%
6,922
65
$352K 0.22%
21,639
+421
66
$351K 0.22%
3,780
+4
67
$339K 0.21%
4,727
68
$331K 0.2%
2,350
69
$330K 0.2%
6,170
70
$322K 0.2%
24,319
+557
71
$318K 0.2%
35,431
+422
72
$311K 0.19%
3,529
-158
73
$310K 0.19%
3,950
-190
74
$306K 0.19%
3,695
75
$304K 0.19%
952
1 2
3
4 5