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
$7.96B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,010
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$13.3M
3
+$10.5M
4
ANET icon
Arista Networks
ANET
+$9.37M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$6.65M

Top Sells

1
+$30.2M
2
+$23.9M
3
+$16.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.2M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$14.4M

Sector Composition

1 Technology 13.17%
2 Financials 4.41%
3 Consumer Discretionary 3.63%
4 Industrials 3.34%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDQ icon
351
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$1.87M 0.02%
74,351
-5,948
PCMM
352
BondBloxx Private Credit CLO ETF
PCMM
$178M
$1.87M 0.02%
37,016
-10
ARES icon
353
Ares Management
ARES
$35.9B
$1.86M 0.02%
11,654
-28
RY icon
354
Royal Bank of Canada
RY
$225B
$1.86M 0.02%
12,613
-419
LMBS icon
355
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$1.86M 0.02%
37,266
-302
IJT icon
356
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$1.83M 0.02%
12,937
-161
LIN icon
357
Linde
LIN
$188B
$1.81M 0.02%
3,812
+51
VWO icon
358
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.81M 0.02%
33,341
+1,456
RIO icon
359
Rio Tinto
RIO
$120B
$1.8M 0.02%
27,311
+468
OEF icon
360
iShares S&P 100 ETF
OEF
$29B
$1.79M 0.02%
5,384
+281
RACE icon
361
Ferrari
RACE
$69.7B
$1.76M 0.02%
3,633
+128
VOE icon
362
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$1.76M 0.02%
10,091
-607
FIW icon
363
First Trust Water ETF
FIW
$1.94B
$1.75M 0.02%
15,568
+127
CME icon
364
CME Group
CME
$98.5B
$1.74M 0.02%
6,434
+156
DFIC icon
365
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$1.73M 0.02%
52,780
+33,715
XLI icon
366
State Street Industrial Select Sector SPDR ETF
XLI
$24.5B
$1.73M 0.02%
11,210
-1,124
TAXF icon
367
American Century Diversified Municipal Bond ETF
TAXF
$534M
$1.73M 0.02%
34,417
+818
JCI icon
368
Johnson Controls International
JCI
$69.8B
$1.73M 0.02%
15,694
-691
NEAR icon
369
iShares Short Maturity Bond ETF
NEAR
$3.76B
$1.7M 0.02%
33,227
+4,474
ING icon
370
ING
ING
$76.5B
$1.7M 0.02%
65,245
-3,928
RWJ icon
371
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.57B
$1.65M 0.02%
34,079
+192
VHT icon
372
Vanguard Health Care ETF
VHT
$17.3B
$1.63M 0.02%
6,271
-421
AZN icon
373
AstraZeneca
AZN
$279B
$1.62M 0.02%
21,092
+1,412
RELX icon
374
RELX
RELX
$73.7B
$1.61M 0.02%
33,807
+2,592
VYMI icon
375
Vanguard International High Dividend Yield ETF
VYMI
$13.6B
$1.61M 0.02%
19,067
+2,252
13 14
15
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