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CIA

Capital Investment Advisors Portfolio holdings

AUM $6.84B
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1 +$30.2M
2 +$30.2M
3 +$29.6M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$19.8M
5
VICI icon
VICI Properties
VICI
+$9.76M

Sector Composition

1 Healthcare 7.73%
2 Technology 6.98%
3 Industrials 5.86%
4 Consumer Staples 5.25%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$112K ﹤0.01%
10,655
-1,770
552
$110K ﹤0.01%
80,300
+8,400
553
$93K ﹤0.01%
12,312
554
$92K ﹤0.01%
21,177
555
$90K ﹤0.01%
26,915
556
$69K ﹤0.01%
13,250
557
$50K ﹤0.01%
3,400
-528
558
$46K ﹤0.01%
3,665
-555
559
$15K ﹤0.01%
727
560
$6K ﹤0.01%
79
561
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564
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