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
$3.99B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$7.04M
3
+$5.8M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$5.24M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.19M

Top Sells

1
+$9.04M
2
+$8.47M
3
+$4.16M
4
MPW icon
Medical Properties Trust
MPW
+$3.56M
5
TSN icon
Tyson Foods
TSN
+$2.55M

Sector Composition

1 Technology 7.73%
2 Healthcare 6.87%
3 Industrials 4.82%
4 Consumer Discretionary 4.31%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$322K 0.01%
1,284
-34
452
$321K 0.01%
5,795
+206
453
$321K 0.01%
42,400
-5,390
454
$320K 0.01%
3,101
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455
$320K 0.01%
1,382
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456
$318K 0.01%
33,190
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457
$317K 0.01%
7,181
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458
$317K 0.01%
36,832
-500
459
$316K 0.01%
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460
$315K 0.01%
9,071
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461
$314K 0.01%
33,021
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462
$314K 0.01%
6,922
-1,706
463
$311K 0.01%
1,788
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464
$309K 0.01%
22,052
+17
465
$308K 0.01%
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466
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467
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14,072
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468
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26,581
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469
$299K 0.01%
2,263
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470
$299K 0.01%
3,152
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471
$299K 0.01%
6,232
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472
$298K 0.01%
+8,849
473
$297K 0.01%
23,554
-1,500
474
$296K 0.01%
17,798
+1,374
475
$295K 0.01%
4,569
-149
17 18
19
20 21