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
$3.61B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$63M
3
+$32.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$30.1M
5
JPM icon
JPMorgan Chase
JPM
+$29.9M

Top Sells

1
+$23M
2
+$19.4M
3
+$19.4M
4
SNA icon
Snap-on
SNA
+$18.3M
5
CSCO icon
Cisco
CSCO
+$8.86M

Sector Composition

1 Healthcare 7.38%
2 Technology 7.27%
3 Industrials 4.76%
4 Energy 4.42%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$120K ﹤0.01%
+11,727
577
$115K ﹤0.01%
18,835
578
$114K ﹤0.01%
16,518
+5
579
$112K ﹤0.01%
27,392
-1,054
580
$108K ﹤0.01%
11,775
581
$106K ﹤0.01%
+10,090
582
$98.4K ﹤0.01%
23,103
+17
583
$88.2K ﹤0.01%
10,181
-3,362
584
$85.9K ﹤0.01%
+5,847
585
$83.5K ﹤0.01%
+10,141
586
$81.2K ﹤0.01%
23,750
587
$75.2K ﹤0.01%
16,713
588
$70.3K ﹤0.01%
12,333
-655
589
$67K ﹤0.01%
16,613
590
$64.9K ﹤0.01%
10,649
591
$54.9K ﹤0.01%
2,200
592
$53.7K ﹤0.01%
17,165
593
$49K ﹤0.01%
41,515
+11,800
594
$39.7K ﹤0.01%
+3,193
595
$31.6K ﹤0.01%
+10,000
596
$29K ﹤0.01%
2,998
597
$20.1K ﹤0.01%
23,750
598
$17K ﹤0.01%
+867
599
$15.3K ﹤0.01%
10,000
600
$8.78K ﹤0.01%
727
21 22 23
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