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
326
$2.24M 0.03%
14,398
+534
327
$2.22M 0.03%
5,317
+625
328
$2.21M 0.03%
28,785
+4,658
329
$2.16M 0.03%
2,994
+75
330
$2.16M 0.03%
10,024
-2,770
331
$2.14M 0.03%
26,108
+2,524
332
$2.13M 0.03%
17,444
-987
333
$2.11M 0.03%
7,156
-503
334
$2.1M 0.03%
26,127
+16,001
335
$2.08M 0.03%
5,317
-7,580
336
$2.07M 0.03%
20,624
+11,823
337
$2.07M 0.03%
21,408
+1,157
338
$2.07M 0.03%
57,147
+41,398
339
$2.07M 0.03%
24,079
+298
340
$2.05M 0.03%
76,205
-15,989
341
$2.02M 0.03%
44,234
-11,647
342
$2M 0.03%
28,528
+324
343
$1.99M 0.03%
35,218
-439
344
$1.98M 0.03%
26,023
-8,246
345
$1.98M 0.03%
40,241
-2,178
346
$1.95M 0.03%
36,816
-1,224
347
$1.94M 0.03%
18,991
-1,035
348
$1.94M 0.03%
11,675
-6,017
349
$1.92M 0.03%
30,119
-2,272
350
$1.92M 0.03%
+69,116
12 13
14
15 16