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
$1.61B
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.27M
3
+$4.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.34M
5
QCOM icon
Qualcomm
QCOM
+$4.07M

Top Sells

1
+$4.07M
2
+$3.51M
3
+$3.49M
4
PBCT
People's United Financial Inc
PBCT
+$3.35M
5
AEE icon
Ameren
AEE
+$3.34M

Sector Composition

1 Technology 5.37%
2 Healthcare 4.77%
3 Consumer Discretionary 4.07%
4 Consumer Staples 4.02%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$206K 0.01%
+9,338
452
$206K 0.01%
5,087
-7,019
453
$206K 0.01%
+11,027
454
$205K 0.01%
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455
$205K 0.01%
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$204K 0.01%
13,639
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458
$204K 0.01%
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459
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460
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11,900
461
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+5,385
462
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463
$201K 0.01%
2,527
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464
$192K 0.01%
60,722
465
$192K 0.01%
+15,220
466
$186K 0.01%
10,152
467
$185K 0.01%
14,488
468
$180K 0.01%
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12,790
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470
$177K 0.01%
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471
$173K 0.01%
13,500
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472
$157K 0.01%
+11,397
473
$156K 0.01%
10,191
-15,575
474
$153K 0.01%
35,696
+5
475
$152K 0.01%
17,917
17 18
19
20 21