PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$23.1M
3
+$21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$21M
2
+$19.2M
3
+$17.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.2M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$13.2M

Sector Composition

1 Technology 10.5%
2 Healthcare 4.52%
3 Consumer Discretionary 4.08%
4 Financials 3.83%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.47M 0.05%
72,230
+63,968
252
$3.45M 0.05%
29,832
+24,912
253
$3.45M 0.05%
49,336
-1,079
254
$3.44M 0.05%
19,405
-771
255
$3.42M 0.05%
7,373
-847
256
$3.42M 0.05%
179,418
+5,735
257
$3.4M 0.05%
22,833
-2,906
258
$3.39M 0.05%
6,288
-216
259
$3.34M 0.05%
66,104
+29,624
260
$3.34M 0.05%
35,399
+3,010
261
$3.32M 0.05%
24,979
-13,836
262
$3.31M 0.05%
64,918
-26,550
263
$3.3M 0.05%
11,006
-349
264
$3.29M 0.05%
7,735
-719
265
$3.26M 0.05%
82,652
-975
266
$3.24M 0.05%
55,345
+36,342
267
$3.21M 0.04%
39,318
+12,505
268
$3.2M 0.04%
12,556
-113
269
$3.19M 0.04%
41,489
-63,637
270
$3.16M 0.04%
36,682
+6,653
271
$3.14M 0.04%
72,943
+53,758
272
$3.1M 0.04%
+110,024
273
$3.06M 0.04%
69,510
-307
274
$3.06M 0.04%
15,467
+7,349
275
$3.05M 0.04%
25,878
+2,725
9 10
11
12 13