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
276
$3.05M 0.04%
32,345
+2,600
277
$3M 0.04%
38,624
-84,645
278
$2.99M 0.04%
11,477
-2,709
279
$2.97M 0.04%
17,030
-1,396
280
$2.94M 0.04%
40,997
-3,774
281
$2.92M 0.04%
68,741
-9,099
282
$2.92M 0.04%
66,114
-155
283
$2.91M 0.04%
100,558
-3,631
284
$2.9M 0.04%
57,144
-22,123
285
$2.88M 0.04%
22,061
+293
286
$2.86M 0.04%
23,931
-1,237
287
$2.83M 0.04%
18,129
-795
288
$2.8M 0.04%
48,308
-16,209
289
$2.79M 0.04%
28,857
+1,920
290
$2.78M 0.04%
20,234
-33,675
291
$2.77M 0.04%
29,325
-4,814
292
$2.76M 0.04%
119,786
+55,084
293
$2.71M 0.04%
8,464
-22,449
294
$2.71M 0.04%
11,981
+1,292
295
$2.7M 0.04%
132,944
+114,336
296
$2.65M 0.04%
54,884
-1,944
297
$2.63M 0.04%
15,288
-7,080
298
$2.62M 0.04%
12,136
-2,063
299
$2.61M 0.04%
4,695
+731
300
$2.58M 0.04%
42,853
-962
10 11
12
13 14