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
501
$263K 0.01%
2,288
-46
502
$263K 0.01%
5,985
+57
503
$261K 0.01%
22,278
-2,450
504
$259K 0.01%
295
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505
$259K 0.01%
16,750
506
$258K 0.01%
+3,337
507
$257K 0.01%
6,056
508
$257K 0.01%
21,070
-1,497
509
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2,284
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510
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1,557
511
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3,359
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512
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+5,515
513
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20,750
514
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515
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516
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517
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518
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519
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22,466
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520
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521
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522
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4,176
-21
523
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3,532
524
$249K 0.01%
+329
525
$248K 0.01%
6,899
+469
19 20
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