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
376
$317K 0.02%
2,146
+90
377
$315K 0.02%
3,708
-100
378
$315K 0.02%
2,080
+250
379
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22,388
-1,402
380
$311K 0.02%
24,552
-1,039
381
$309K 0.02%
9,287
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382
$303K 0.02%
3,302
383
$303K 0.02%
23,100
-3,465
384
$303K 0.02%
9,444
385
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386
$302K 0.02%
24,354
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387
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1
388
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$294K 0.02%
13,991
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$286K 0.02%
4,109
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15,410
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$285K 0.02%
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393
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41,360
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394
$283K 0.02%
1,199
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395
$281K 0.02%
5,258
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396
$279K 0.02%
17,969
-754
397
$279K 0.02%
3,090
+156
398
$278K 0.02%
+15,636
399
$277K 0.02%
2,580
400
$274K 0.02%
24,490
-181
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16
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