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
$5.11B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$26.9M
3
+$21.9M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$20.8M
5
ISPY icon
ProShares S&P 500 High Income ETF
ISPY
+$16.7M

Top Sells

1
+$43.3M
2
+$35.7M
3
+$25.7M
4
CVS icon
CVS Health
CVS
+$21.8M
5
CSCO icon
Cisco
CSCO
+$8.99M

Sector Composition

1 Technology 8.35%
2 Healthcare 5.63%
3 Financials 5.26%
4 Industrials 4.51%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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704
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707
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708
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709
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710
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711
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