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
276
$558K 0.04%
10,630
+312
277
$555K 0.04%
5,977
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278
$551K 0.04%
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279
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280
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281
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94,080
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282
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4,578
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283
$535K 0.03%
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284
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285
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35,397
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286
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287
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288
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289
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4,194
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290
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291
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293
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2,045
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294
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295
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55,903
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296
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61,851
297
$495K 0.03%
2,634
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298
$491K 0.03%
+47,766
299
$491K 0.03%
11,147
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300
$488K 0.03%
1,414
-75
10 11
12
13 14