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
$2.39B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$6.04M
3
+$5.02M
4
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$4.3M
5
C icon
Citigroup
C
+$3.26M

Top Sells

1
+$4.99M
2
+$4.59M
3
+$2.33M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.14M
5
EHI
Western Asset Global High Income Fund
EHI
+$1.86M

Sector Composition

1 Technology 7.6%
2 Healthcare 6.56%
3 Industrials 5.46%
4 Consumer Discretionary 4.83%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$323K 0.01%
3,970
402
$323K 0.01%
9,638
-400
403
$322K 0.01%
13,090
404
$322K 0.01%
24,335
+10,930
405
$320K 0.01%
1,522
+13
406
$318K 0.01%
6,754
-285
407
$317K 0.01%
19,539
408
$315K 0.01%
19,590
-6,618
409
$314K 0.01%
3,326
-382
410
$312K 0.01%
+2,992
411
$311K 0.01%
13,145
412
$311K 0.01%
5,003
+390
413
$311K 0.01%
8,498
-263
414
$309K 0.01%
3,391
-333
415
$307K 0.01%
5,378
+1
416
$306K 0.01%
5,011
-174
417
$306K 0.01%
7,361
+207
418
$305K 0.01%
4,513
-5
419
$298K 0.01%
3,395
+8
420
$298K 0.01%
64,143
-1,082
421
$297K 0.01%
2,280
422
$297K 0.01%
11,490
423
$295K 0.01%
3,013
424
$294K 0.01%
21,690
425
$294K 0.01%
21,011
15 16
17
18 19