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
476
$951K 0.01%
3,916
+360
477
$947K 0.01%
13,361
+379
478
$946K 0.01%
19,755
-606
479
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5,695
-14,988
480
$939K 0.01%
2,389
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481
$916K 0.01%
3,966
+111
482
$912K 0.01%
50,300
+1,453
483
$902K 0.01%
15,640
+189
484
$898K 0.01%
39,491
-14,011
485
$897K 0.01%
11,800
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486
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27,245
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487
$865K 0.01%
11,071
-1,778
488
$863K 0.01%
15,870
-5,435
489
$855K 0.01%
10,537
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490
$853K 0.01%
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491
$851K 0.01%
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492
$851K 0.01%
20,037
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493
$847K 0.01%
6,148
-238
494
$844K 0.01%
1,208
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495
$840K 0.01%
8,346
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496
$835K 0.01%
4,827
+271
497
$834K 0.01%
54,375
-2,242
498
$827K 0.01%
+544,323
499
$825K 0.01%
12,857
-27,125
500
$823K 0.01%
14,150
+37
18 19
20
21 22