CIA

Capital Investment Advisors Portfolio holdings

AUM $6.56B
1-Year Est. Return 16.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$20.5M
3
+$13.3M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$7.77M
5
OMC icon
Omnicom Group
OMC
+$7.61M

Top Sells

1
+$75.1M
2
+$46.3M
3
+$41.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$31.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$26.8M

Sector Composition

1 Technology 8.31%
2 Industrials 6.29%
3 Consumer Staples 5.07%
4 Healthcare 4.9%
5 Energy 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
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