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
451
$1.09M 0.02%
89,265
+22,257
452
$1.09M 0.02%
9,839
+268
453
$1.09M 0.02%
7,306
+502
454
$1.07M 0.02%
19,808
-8,290
455
$1.07M 0.01%
4,530
+3,007
456
$1.07M 0.01%
17,327
+1,960
457
$1.06M 0.01%
43,834
+2,596
458
$1.05M 0.01%
2,010
-621
459
$1.05M 0.01%
7,051
+17
460
$1.05M 0.01%
3,484
-221
461
$1.04M 0.01%
35,057
+2,536
462
$1.04M 0.01%
32,408
+8,680
463
$1.03M 0.01%
27,581
+12,102
464
$1.03M 0.01%
14,601
-1,671
465
$1.03M 0.01%
7,971
-461
466
$1.03M 0.01%
17,842
+209
467
$1.02M 0.01%
3,285
+89
468
$1.02M 0.01%
76,769
-407
469
$1.01M 0.01%
8,562
+2,958
470
$1.01M 0.01%
42,085
471
$991K 0.01%
4,404
+512
472
$978K 0.01%
25,805
+18,730
473
$977K 0.01%
6,784
+237
474
$970K 0.01%
52,911
+3,759
475
$970K 0.01%
5,895
+150
17 18
19
20 21