CIA
Capital Investment Advisors Portfolio holdings
AUM
$5.58B
1-Year Return
13.37%
This Quarter Return
+3.77%
1 Year Return
+13.37%
3 Year Return
+37.94%
5 Year Return
+69.69%
10 Year Return
+118.29%
AUM
$754M
AUM Growth
–
Cap. Flow
+$754M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
390
New
390
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$40.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$26.2M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$22.6M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$17M |
| 5 |
iShares Select Dividend ETF
DVY
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 8.51% |
| 2 | Consumer Staples | 4.32% |
| 3 | Technology | 3.37% |
| 4 | Healthcare | 3.03% |
| 5 | Consumer Discretionary | 2.69% |
