CIA
Capital Investment Advisors Portfolio holdings
AUM
$6.84B
1-Year Est. Return
17.28%
This Fund
S&P 500
1 Year Est. Return
+17.28%
AUM
$6.84B
AUM Growth
+$275M
(+4.2%)
Holding
780
Top Buys
| 1 | +$61M | |
| 2 | +$59.3M | |
| 3 | +$35.2M | |
| 4 |
MRSH
Marsh
MRSH
|
+$16.1M |
| 5 |
IBCA
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
|
+$14.8M |
Top Sells
| 1 | +$63.2M | |
| 2 | +$33.5M | |
| 3 | +$15.6M | |
| 4 |
Newmont
NEM
|
+$10.7M |
| 5 |
Johnson & Johnson
JNJ
|
+$7.55M |
Sector Composition
| 1 | Technology | 8.11% |
| 2 | Financials | 5.08% |
| 3 | Healthcare | 4.94% |
| 4 | Industrials | 4.86% |
| 5 | Energy | 3.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Amplify Junior Silver Miners ETF
SILJ
$4.08B
| – | – |
-9,966
|
|
||
|
SNV
777
DELISTED
Synovus
SNV
| – | – |
-8,464
|
|
||
778
UBS Group
UBS
$134B
| – | – |
-4,834
|
|
||
779
WisdomTree Floating Rate Treasury Fund
USFR
$17.2B
| – | – |
-4,023
|
|
||
780
Vulcan Materials
VMC
$37.9B
| – | – |
-723
|
|