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
426
$227K 0.01%
1,672
427
$223K 0.01%
5,136
-30
428
$222K 0.01%
1,656
429
$219K 0.01%
14,952
430
$218K 0.01%
5,439
-246
431
$218K 0.01%
3,972
-1,099
432
$218K 0.01%
1,293
-16,241
433
$217K 0.01%
7,133
434
$215K 0.01%
5,685
435
$214K 0.01%
3,591
-166
436
$213K 0.01%
5,270
437
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+1,439
438
$207K 0.01%
62,622
-3,060
439
$207K 0.01%
17,116
440
$206K 0.01%
+1,802
441
$206K 0.01%
+1,524
442
$204K 0.01%
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443
$203K 0.01%
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444
$202K 0.01%
5,168
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445
$201K 0.01%
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446
$201K 0.01%
12,028
-556
447
$200K 0.01%
3,345
448
$196K 0.01%
13,625
-245
449
$195K 0.01%
13,760
450
$195K 0.01%
14,488
16 17
18
19 20