PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
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
STLD icon
576
Steel Dynamics
STLD
$26.4B
$634K 0.01%
4,549
-252
IONQ icon
577
IonQ
IONQ
$17.1B
$630K 0.01%
10,239
+4,569
USB icon
578
US Bancorp
USB
$87.7B
$628K 0.01%
12,989
-3,065
BR icon
579
Broadridge
BR
$24.5B
$628K 0.01%
2,635
+1,044
RGLD icon
580
Royal Gold
RGLD
$24.5B
$626K 0.01%
3,120
+32
RF icon
581
Regions Financial
RF
$24.9B
$624K 0.01%
23,670
-78
F icon
582
Ford
F
$54.9B
$623K 0.01%
52,128
+246
SOXL icon
583
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.9B
$619K 0.01%
17,778
-2,908
CCI icon
584
Crown Castle
CCI
$38B
$612K 0.01%
6,340
-26
SPG icon
585
Simon Property Group
SPG
$60.9B
$610K 0.01%
3,250
-54
OXY icon
586
Occidental Petroleum
OXY
$42.2B
$605K 0.01%
12,814
-182
HEDJ icon
587
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$603K 0.01%
11,961
-310
ES icon
588
Eversource Energy
ES
$26.6B
$599K 0.01%
8,424
+28
DKS icon
589
Dick's Sporting Goods
DKS
$18.9B
$594K 0.01%
2,675
+8
BGC icon
590
BGC Group
BGC
$4.32B
$589K 0.01%
62,218
+75
IGLD icon
591
FT Vest Gold Strategy Target Income ETF
IGLD
$539M
$588K 0.01%
24,565
+71
TFC icon
592
Truist Financial
TFC
$64.2B
$587K 0.01%
12,832
+152
AIQ icon
593
Global X Artificial Intelligence & Technology ETF
AIQ
$7.86B
$586K 0.01%
11,868
+1,297
AAXJ icon
594
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.28B
$585K 0.01%
6,410
NAC icon
595
Nuveen California Quality Municipal Income Fund
NAC
$1.73B
$584K 0.01%
50,807
-14,550
MSI icon
596
Motorola Solutions
MSI
$66.1B
$580K 0.01%
1,269
+14
DD icon
597
DuPont de Nemours
DD
$18.6B
$577K 0.01%
17,696
+220
EVT icon
598
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.92B
$574K 0.01%
23,495
-756
CTA icon
599
Simplify Managed Futures Strategy ETF
CTA
$1.21B
$574K 0.01%
20,506
+75
AMP icon
600
Ameriprise Financial
AMP
$47.1B
$573K 0.01%
1,166
+14
22 23
24
25 26