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
401
$274K 0.02%
4,240
-1,115
402
$273K 0.02%
+7,739
403
$267K 0.02%
+1,753
404
$262K 0.02%
9,280
-99
405
$261K 0.02%
2,499
-45
406
$258K 0.02%
4,610
+65
407
$257K 0.02%
2,190
-275
408
$251K 0.02%
2,183
+109
409
$250K 0.02%
6,540
+40
410
$249K 0.02%
7,289
411
$247K 0.02%
3,976
-831
412
$246K 0.02%
+1,429
413
$243K 0.02%
17,455
414
$242K 0.02%
7,546
-328
415
$241K 0.02%
3,614
+4
416
$239K 0.02%
3,110
417
$237K 0.02%
4,418
+38
418
$234K 0.02%
3,190
419
$233K 0.02%
4,881
-214
420
$233K 0.02%
7,008
421
$233K 0.02%
13,300
422
$233K 0.02%
26,176
423
$232K 0.02%
26,215
-1,500
424
$229K 0.01%
+3,048
425
$227K 0.01%
3,593
+3
15 16
17
18 19