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
351
$1.91M 0.03%
21,671
-1,327
352
$1.91M 0.03%
+5,995
353
$1.91M 0.03%
34,818
-70,171
354
$1.88M 0.03%
7,712
-593
355
$1.85M 0.03%
18,330
+7,870
356
$1.83M 0.03%
13,932
-1,793
357
$1.82M 0.03%
62,449
-161
358
$1.82M 0.03%
16,526
-8,870
359
$1.81M 0.03%
6,330
+3,263
360
$1.81M 0.03%
40,401
+22,157
361
$1.8M 0.03%
30,302
-5,183
362
$1.79M 0.03%
23,178
+16,959
363
$1.77M 0.02%
13,412
-396
364
$1.76M 0.02%
17,268
+520
365
$1.76M 0.02%
3,876
+14
366
$1.75M 0.02%
13,892
-103,027
367
$1.73M 0.02%
25,584
-620
368
$1.73M 0.02%
+13,865
369
$1.73M 0.02%
22,365
-312
370
$1.72M 0.02%
4,112
+718
371
$1.71M 0.02%
28,798
-38,362
372
$1.7M 0.02%
10,400
-42,058
373
$1.69M 0.02%
13,002
+1,435
374
$1.67M 0.02%
5,270
-266
375
$1.63M 0.02%
+34,085
13 14
15
16 17