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
176
$6.29M 0.09%
149,250
-17,874
177
$6.18M 0.09%
35,285
+8,898
178
$6.11M 0.09%
30,343
-26,342
179
$6.05M 0.08%
235,604
+70,754
180
$6.05M 0.08%
75,422
-11,964
181
$5.99M 0.08%
121,143
-51
182
$5.95M 0.08%
28,922
-9,342
183
$5.89M 0.08%
219,108
+24,942
184
$5.87M 0.08%
43,451
-37,151
185
$5.83M 0.08%
151,184
-670
186
$5.8M 0.08%
16,706
+1,080
187
$5.77M 0.08%
115,673
+10,454
188
$5.64M 0.08%
60,162
-294
189
$5.61M 0.08%
156,698
-2,847
190
$5.6M 0.08%
133,489
-1,806
191
$5.46M 0.08%
136,359
+9,159
192
$5.34M 0.07%
38,143
+2,669
193
$5.33M 0.07%
19,615
-20,871
194
$5.24M 0.07%
98,756
-493
195
$5.17M 0.07%
18,293
-4,936
196
$5.09M 0.07%
80,387
-5,869
197
$5.04M 0.07%
44,430
-430
198
$5.03M 0.07%
100,292
+21,654
199
$4.99M 0.07%
28,992
-337
200
$4.94M 0.07%
19,758
+228
6 7
8
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