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
$1.57B
AUM Growth
-$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$11.2M
3
+$9.39M
4
KO icon
Coca-Cola
KO
+$8.14M
5
HD icon
Home Depot
HD
+$7.83M

Top Sells

1
+$44.7M
2
+$28M
3
+$27.2M
4
MBB icon
iShares MBS ETF
MBB
+$25.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.4M

Sector Composition

1 Technology 7.33%
2 Healthcare 7.17%
3 Consumer Staples 5.2%
4 Industrials 5.01%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$190K 0.01%
16,596
-1,310
427
$185K 0.01%
10,569
-990
428
$183K 0.01%
11,900
429
$181K 0.01%
21,690
430
$175K 0.01%
13,775
431
$175K 0.01%
10,413
+2,106
432
$174K 0.01%
12,155
-225
433
$173K 0.01%
10,225
-1,627
434
$170K 0.01%
32,634
-6,744
435
$169K 0.01%
12,540
-316
436
$160K 0.01%
17,650
437
$157K 0.01%
14,917
+12
438
$150K 0.01%
12,425
439
$150K 0.01%
20,720
+10,268
440
$149K 0.01%
11,435
441
$149K 0.01%
10,025
442
$145K 0.01%
60,722
443
$133K 0.01%
18,749
-5,750
444
$131K 0.01%
12,275
+1,750
445
$129K 0.01%
11,835
446
$128K 0.01%
13,168
447
$120K 0.01%
37,389
+3,773
448
$118K 0.01%
28,125
-690
449
$98K 0.01%
34,070
-2,000
450
$98K 0.01%
12,200
16 17
18
19 20