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
$2.65B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$12.3M
3
+$11.5M
4
LMT icon
Lockheed Martin
LMT
+$10.8M
5
NEM icon
Newmont
NEM
+$9.79M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$10.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.68M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$5.34M

Sector Composition

1 Technology 7.35%
2 Healthcare 6.86%
3 Industrials 5.86%
4 Consumer Staples 4.6%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$275K 0.01%
1,212
+139
452
$275K 0.01%
27,407
-3,905
453
$273K 0.01%
+11,217
454
$271K 0.01%
17,441
+1,524
455
$270K 0.01%
2,664
-662
456
$270K 0.01%
1,993
457
$269K 0.01%
18,070
458
$263K 0.01%
+1,087
459
$261K 0.01%
11,230
-1,800
460
$258K 0.01%
2,474
461
$258K 0.01%
1,247
+7
462
$255K 0.01%
4,473
463
$255K 0.01%
14,665
464
$255K 0.01%
1,465
465
$253K 0.01%
632
+8
466
$253K 0.01%
17,567
+28
467
$251K 0.01%
3,005
468
$251K 0.01%
+6,789
469
$251K 0.01%
13,040
-1,000
470
$250K 0.01%
5,096
+683
471
$250K 0.01%
12,061
472
$248K 0.01%
1,284
+287
473
$248K 0.01%
17,792
-196
474
$247K 0.01%
1,012
475
$244K 0.01%
5,343
+623
17 18
19
20 21