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
426
$1.25M 0.02%
6,132
-453
427
$1.25M 0.02%
1,517
+114
428
$1.25M 0.02%
7,203
-7,775
429
$1.24M 0.02%
5,984
+205
430
$1.23M 0.02%
28,830
+211
431
$1.23M 0.02%
14,235
+11,215
432
$1.22M 0.02%
51,459
+5,648
433
$1.22M 0.02%
18,139
+2,053
434
$1.22M 0.02%
11,543
-194
435
$1.22M 0.02%
806
+60
436
$1.21M 0.02%
37,483
+10,772
437
$1.2M 0.02%
14,061
+1,096
438
$1.19M 0.02%
10,585
+1,551
439
$1.19M 0.02%
4,903
-1,193
440
$1.18M 0.02%
17,628
-628
441
$1.16M 0.02%
18,417
-652
442
$1.16M 0.02%
1,857
+108
443
$1.16M 0.02%
+2,691
444
$1.14M 0.02%
8,209
+4
445
$1.12M 0.02%
12,822
-2,153
446
$1.11M 0.02%
353
-2
447
$1.11M 0.02%
15,430
-429
448
$1.09M 0.02%
+7,319
449
$1.09M 0.02%
20,746
-2,314
450
$1.09M 0.02%
15,858
+340
16 17
18
19 20