CIA

Capital Investment Advisors Portfolio holdings

AUM $6.07B
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$5.31M
3
+$4.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.07M
5
CSCO icon
Cisco
CSCO
+$3.93M

Top Sells

1
+$391M
2
+$213M
3
+$17.7M
4
BLK icon
Blackrock
BLK
+$3.9M
5
MSFT icon
Microsoft
MSFT
+$3.86M

Sector Composition

1 Technology 5.07%
2 Healthcare 4.05%
3 Financials 4.04%
4 Consumer Discretionary 4.02%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$685K 0.04%
+10,727
252
$676K 0.04%
57,448
-184
253
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10,315
-1,023
254
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256
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14,836
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258
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259
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260
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261
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15,670
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263
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4,902
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267
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13,044
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272
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36,196
-1,776
273
$567K 0.04%
8,463
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274
$563K 0.04%
21,605
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275
$559K 0.04%
44,696
+754
9 10
11
12 13