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
951
$115K ﹤0.01%
21,534
+1,217
952
$113K ﹤0.01%
5,270
953
$109K ﹤0.01%
17,347
+145
954
$99.2K ﹤0.01%
38,307
-3,767
955
$94.9K ﹤0.01%
+12,000
956
$94.5K ﹤0.01%
20,465
+59
957
$93.1K ﹤0.01%
+10,430
958
$92.9K ﹤0.01%
14,404
-1,145
959
$90K ﹤0.01%
11,512
960
$88.7K ﹤0.01%
14,476
-47
961
$88.7K ﹤0.01%
2,287
-31
962
$85.5K ﹤0.01%
24,846
+2,958
963
$83.8K ﹤0.01%
16,310
-1,366
964
$79.5K ﹤0.01%
10,897
-1,795
965
$79.4K ﹤0.01%
8,223
+3,733
966
$76.3K ﹤0.01%
48,913
+3,565
967
$75K ﹤0.01%
+78,121
968
$74.4K ﹤0.01%
10,350
969
$74.2K ﹤0.01%
25,800
+40
970
$73.2K ﹤0.01%
20,674
+8,255
971
$62.7K ﹤0.01%
14,127
-501
972
$58.1K ﹤0.01%
+24,500
973
$56.3K ﹤0.01%
1,976
+331
974
$47.4K ﹤0.01%
2,096
-220
975
$46K ﹤0.01%
149
37 38
39
40 41