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
$7.96B
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
VRSN icon
826
VeriSign
VRSN
$23.1B
$274K ﹤0.01%
981
+22
SPMD icon
827
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$273K ﹤0.01%
4,782
+2
IBDU icon
828
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$272K ﹤0.01%
+11,606
HUM icon
829
Humana
HUM
$31B
$272K ﹤0.01%
1,046
+93
BKR icon
830
Baker Hughes
BKR
$48.5B
$272K ﹤0.01%
5,583
-964
TOST icon
831
Toast
TOST
$21B
$271K ﹤0.01%
7,409
+2,023
HTH icon
832
Hilltop Holdings
HTH
$2.11B
$270K ﹤0.01%
8,091
-2,829
DFAS icon
833
Dimensional US Small Cap ETF
DFAS
$12B
$270K ﹤0.01%
3,945
DOW icon
834
Dow Inc
DOW
$16.3B
$270K ﹤0.01%
11,767
-44,977
TXT icon
835
Textron
TXT
$14.7B
$269K ﹤0.01%
3,187
-314
IBDT icon
836
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$269K ﹤0.01%
10,541
+541
FIS icon
837
Fidelity National Information Services
FIS
$34.5B
$269K ﹤0.01%
4,079
-909
OMF icon
838
OneMain Financial
OMF
$7.61B
$266K ﹤0.01%
4,710
+177
IBTH icon
839
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.81B
$266K ﹤0.01%
11,797
+1,486
NZF icon
840
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$266K ﹤0.01%
21,149
+1
IBTG icon
841
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$265K ﹤0.01%
11,558
+1,458
GDDY icon
842
GoDaddy
GDDY
$17.4B
$265K ﹤0.01%
1,935
-61
IBTF icon
843
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.61B
$263K ﹤0.01%
11,256
+1,433
VICI icon
844
VICI Properties
VICI
$29.6B
$262K ﹤0.01%
8,039
-15
KTOS icon
845
Kratos Defense & Security Solutions
KTOS
$12.9B
$262K ﹤0.01%
+2,869
IBOC icon
846
International Bancshares
IBOC
$4.31B
$260K ﹤0.01%
3,786
NTR icon
847
Nutrien
NTR
$29.2B
$259K ﹤0.01%
4,416
-207
IONS icon
848
Ionis Pharmaceuticals
IONS
$13.2B
$257K ﹤0.01%
+3,934
HDV icon
849
iShares Core High Dividend ETF
HDV
$11.7B
$257K ﹤0.01%
2,095
-239
BXP icon
850
Boston Properties
BXP
$11B
$255K ﹤0.01%
3,434
-360
32 33
34
35 36