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
MTB icon
901
M&T Bank
MTB
$30B
$225K ﹤0.01%
1,138
+90
ISTB icon
902
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
$224K ﹤0.01%
4,590
AAON icon
903
Aaon
AAON
$7.31B
$223K ﹤0.01%
+2,388
CHY
904
Calamos Convertible and High Income Fund
CHY
$913M
$223K ﹤0.01%
19,868
-1,008
MUNI icon
905
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.39B
$222K ﹤0.01%
4,240
-74
BWX icon
906
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$222K ﹤0.01%
+9,635
GCT icon
907
GigaCloud Technology
GCT
$1.45B
$221K ﹤0.01%
+7,775
FXR icon
908
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.77B
$219K ﹤0.01%
2,801
+5
VTR icon
909
Ventas
VTR
$37.3B
$218K ﹤0.01%
+3,117
FIG
910
Figma
FIG
$18.3B
$217K ﹤0.01%
+4,183
APA icon
911
APA Corp
APA
$9.42B
$217K ﹤0.01%
+8,936
ZION icon
912
Zions Bancorporation
ZION
$8.12B
$216K ﹤0.01%
+3,825
SUI icon
913
Sun Communities
SUI
$15.7B
$216K ﹤0.01%
1,677
-157
EWQ icon
914
iShares MSCI France ETF
EWQ
$393M
$216K ﹤0.01%
4,912
CHRD icon
915
Chord Energy
CHRD
$5.42B
$216K ﹤0.01%
2,171
-17
TWLO icon
916
Twilio
TWLO
$19.6B
$215K ﹤0.01%
2,153
-1,133
ATO icon
917
Atmos Energy
ATO
$27.5B
$213K ﹤0.01%
+1,248
BCS icon
918
Barclays
BCS
$80.5B
$213K ﹤0.01%
10,313
+226
BFST icon
919
Business First Bancshares
BFST
$794M
$213K ﹤0.01%
9,002
-1
IUSB icon
920
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$212K ﹤0.01%
+4,530
TSLL icon
921
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.77B
$211K ﹤0.01%
+10,000
CAG icon
922
Conagra Brands
CAG
$8.3B
$211K ﹤0.01%
+11,524
STRL icon
923
Sterling Infrastructure
STRL
$10B
$209K ﹤0.01%
+615
AN icon
924
AutoNation
AN
$7.75B
$208K ﹤0.01%
+953
VEEV icon
925
Veeva Systems
VEEV
$39.4B
$208K ﹤0.01%
699
+2
35 36
37
38 39