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
976
$43.2K ﹤0.01%
13,882
-2,800
977
$41.9K ﹤0.01%
28,114
+348
978
$40.2K ﹤0.01%
13,389
+821
979
$39.1K ﹤0.01%
+1,425
980
$37.5K ﹤0.01%
+15,127
981
$37K ﹤0.01%
+18,057
982
$32.7K ﹤0.01%
10,005
-83
983
$30K ﹤0.01%
16,235
984
$29.8K ﹤0.01%
24,000
-2
985
$29.5K ﹤0.01%
19,151
-3,586
986
$23.8K ﹤0.01%
513
-38
987
$23.3K ﹤0.01%
786
+17
988
$22.3K ﹤0.01%
2,702
+640
989
$20K ﹤0.01%
10,850
+78
990
$10.2K ﹤0.01%
+10,000
991
$7.18K ﹤0.01%
+11,476
992
$5.7K ﹤0.01%
39,088
+21,866
993
– –
-1,945
994
– –
-1,716
995
– –
-12,175
996
– –
-552
997
– –
-14,519
998
– –
-1,976
999
– –
-10,405
1000
– –
-1,891
38 39
40
41 42