CIA
Capital Investment Advisors Portfolio holdings
AUM
$5.58B
1-Year Return
13.37%
This Quarter Return
+3.73%
1 Year Return
+13.37%
3 Year Return
+37.94%
5 Year Return
+69.69%
10 Year Return
+118.29%
AUM
$1.07B
AUM Growth
+$51.8M
(+5.1%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
463
New
28
Increased
154
Reduced
194
Closed
30
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.6M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$9.99M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$9.66M |
| 4 |
iShares MBS ETF
MBB
|
$5.78M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$5.38M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.75% |
| 2 | Healthcare | 4.09% |
| 3 | Technology | 4.01% |
| 4 | Communication Services | 3.61% |
| 5 | Energy | 3.23% |
