CIA
Capital Investment Advisors Portfolio holdings
AUM
$5.58B
1-Year Return
13.37%
This Quarter Return
+2.15%
1 Year Return
+13.37%
3 Year Return
+37.94%
5 Year Return
+69.69%
10 Year Return
+118.29%
AUM
$1.14B
AUM Growth
+$67.9M
(+6.4%)
Cap. Flow
+$50M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
466
New
33
Increased
153
Reduced
200
Closed
22
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$7.41M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$7.19M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$5.77M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$5.13M |
| 5 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$4.07M |
Top Sells
Sector Composition
| 1 | Technology | 4.49% |
| 2 | Consumer Staples | 4.34% |
| 3 | Healthcare | 3.81% |
| 4 | Communication Services | 3.58% |
| 5 | Industrials | 3.17% |
