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
$1.46B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$37.7M
3
+$4.41M
4
DD icon
DuPont de Nemours
DD
+$3.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.37M

Top Sells

1
+$3.53M
2
+$3.38M
3
+$2.27M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
HR
Healthcare Realty Trust Incorporated
HR
+$1.78M

Sector Composition

1 Technology 4.43%
2 Healthcare 3.98%
3 Consumer Discretionary 3.93%
4 Financials 3.85%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.01%
8,167
+3
427
$208K 0.01%
17,116
+200
428
$206K 0.01%
+1,144
429
$206K 0.01%
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431
$204K 0.01%
13,870
-8,963
432
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433
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1,531
435
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436
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32,250
437
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12,380
438
$190K 0.01%
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439
$188K 0.01%
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440
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441
$172K 0.01%
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443
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444
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445
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12,300
446
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+12,100
447
$155K 0.01%
10,204
448
$147K 0.01%
15,175
449
$146K 0.01%
15,500
450
$145K 0.01%
12,235
16 17
18
19 20