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
76
$303K 0.19%
22,881
+350
77
$294K 0.18%
6,635
+103
78
$283K 0.17%
2,826
79
$275K 0.17%
3,880
+804
80
$274K 0.17%
11,014
+16
81
$273K 0.17%
12,731
82
$273K 0.17%
1,361
+4
83
$273K 0.17%
4,879
-698
84
$272K 0.17%
5,055
-60
85
$272K 0.17%
2,533
-157
86
$270K 0.17%
1,929
+1
87
$270K 0.17%
713
88
$258K 0.16%
2,183
89
$252K 0.15%
6,111
90
$239K 0.15%
2,601
+10
91
$237K 0.15%
5,055
+6
92
$236K 0.15%
4,855
93
$222K 0.14%
3,800
94
$217K 0.13%
+2,600
95
$208K 0.13%
3,472
96
$203K 0.12%
4,180
-825
97
$202K 0.12%
+3,486
98
$200K 0.12%
+3,670
99
$199K 0.12%
9,441
100
$190K 0.12%
10,724
2 3
4
5 6