CIA

Capital Investment Advisors Portfolio holdings

AUM $6.56B
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
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
+$30.1M
3
+$29.6M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$18.7M
5
VICI icon
VICI Properties
VICI
+$9.86M

Top Sells

1
+$30.5M
2
+$30.5M
3
+$18.2M
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$8.16M
5
T icon
AT&T
T
+$5.7M

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
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