CIA

Capital Investment Advisors Portfolio holdings

AUM $5.58B
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Sells

1 +$14.7M
2 +$1.95M
3 +$1.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.49M
5
ET icon
Energy Transfer Partners
ET
+$1.46M

Sector Composition

1 Energy 8.6%
2 Consumer Staples 3.99%
3 Technology 3.27%
4 Healthcare 3.08%
5 Utilities 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-9,990