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
$4.42B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$33.1M
3
+$11.1M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.7M
5
NKE icon
Nike
NKE
+$9.53M

Top Sells

1
+$95.1M
2
+$31.9M
3
+$13.5M
4
BBY icon
Best Buy
BBY
+$9.15M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.56M

Sector Composition

1 Technology 8.45%
2 Healthcare 6.4%
3 Industrials 4.8%
4 Financials 4.15%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$232K 0.01%
4,500
552
$232K 0.01%
18,500
-2,250
553
$231K 0.01%
5,697
-98
554
$231K 0.01%
25,150
555
$229K 0.01%
+2,032
556
$228K 0.01%
3,031
+229
557
$228K 0.01%
2,200
-5
558
$228K 0.01%
39,865
559
$227K 0.01%
27,300
560
$227K 0.01%
1,436
-99
561
$226K 0.01%
16,148
562
$226K 0.01%
+3,223
563
$226K 0.01%
5,957
-78
564
$225K 0.01%
+5,657
565
$224K 0.01%
1,661
+301
566
$224K 0.01%
7,880
-976
567
$223K 0.01%
+2,544
568
$222K 0.01%
9,360
+654
569
$222K 0.01%
+2,847
570
$222K 0.01%
985
+7
571
$221K 0.01%
+1,064
572
$220K 0.01%
55
-3
573
$219K 0.01%
+959
574
$218K ﹤0.01%
6,018
-370
575
$218K ﹤0.01%
731
+48
21 22
23
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