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
$3.28B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$9.94M
3
+$9.82M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.99M
5
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$6.02M

Top Sells

1
+$10.7M
2
+$6.41M
3
+$5.31M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$3.88M
5
HD icon
Home Depot
HD
+$3.68M

Sector Composition

1 Technology 8.24%
2 Healthcare 7.31%
3 Industrials 5.42%
4 Consumer Discretionary 4.9%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$211K 0.01%
12,433
+61
552
$211K 0.01%
23,255
-85
553
$210K 0.01%
+4,768
554
$209K 0.01%
+1,309
555
$209K 0.01%
822
+108
556
$208K 0.01%
1,529
-83
557
$208K 0.01%
+5,800
558
$208K 0.01%
+8,120
559
$208K 0.01%
+779
560
$207K 0.01%
13,600
-1,500
561
$206K 0.01%
+2,860
562
$204K 0.01%
+4,731
563
$203K 0.01%
+2,000
564
$203K 0.01%
+926
565
$202K 0.01%
13,775
566
$201K 0.01%
+8,824
567
$201K 0.01%
+6,691
568
$200K 0.01%
+407
569
$196K 0.01%
57,139
570
$180K 0.01%
18,540
-525
571
$174K 0.01%
12,425
572
$173K 0.01%
31,662
+67
573
$168K 0.01%
17,573
+2,023
574
$162K ﹤0.01%
+10,264
575
$156K ﹤0.01%
28,471
-1,110
21 22
23
24 25