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
$3.61B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$63M
3
+$32.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$30.1M
5
JPM icon
JPMorgan Chase
JPM
+$29.9M

Top Sells

1
+$23M
2
+$19.4M
3
+$19.4M
4
SNA icon
Snap-on
SNA
+$18.3M
5
CSCO icon
Cisco
CSCO
+$8.86M

Sector Composition

1 Healthcare 7.38%
2 Technology 7.27%
3 Industrials 4.76%
4 Energy 4.42%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$272K 0.01%
17,008
+3,799
477
$271K 0.01%
1,732
-1,153
478
$270K 0.01%
4,740
-198
479
$270K 0.01%
32,140
-912
480
$268K 0.01%
8,216
481
$266K 0.01%
2,347
-1,282
482
$264K 0.01%
2,198
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483
$263K 0.01%
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484
$262K 0.01%
+837
485
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3,770
-108
486
$261K 0.01%
2,168
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487
$260K 0.01%
29,025
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488
$259K 0.01%
+3,486
489
$259K 0.01%
38,534
-81
490
$258K 0.01%
3,401
-3,480
491
$257K 0.01%
15,705
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$257K 0.01%
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493
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16,424
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494
$255K 0.01%
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-296
495
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496
$254K 0.01%
+3,805
497
$251K 0.01%
4,721
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498
$250K 0.01%
1,847
+18
499
$250K 0.01%
25,361
-2,328
500
$249K 0.01%
15,574
-204
18 19
20
21 22