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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
76
23
14
1
3
4
54
14
9
CAPITAL ADVISORS LTD LLC

Time Period2018-09-30

Total Holdings484

Total Value ($x1000)354,366
Activities
New83

Increased117

Unchanged247

Decreased37

Sold Out8

Top 10 Stock Holdingstotal 45.8%
SPY9.58

IWF6.73

USMV4.94

VIG4.19

IWD3.93

 
IJK3.89

SDY3.43

IJJ3.19

SPLV3.13

IJT2.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.58%
TR UNIT
IWF
6.73%
RUS 1000 GRW ETF
USMV
4.94%
USA MIN VOL ETF
VIG
4.19%
DIV APP ETF
IWD
3.93%
RUS 1000 VAL ETF
IJK
3.89%
S&P MC 400GR ETF
SDY
3.43%
S&P DIVID ETF
IJJ
3.19%
S&P MC 400VL ETF
SPLV
3.13%
S&P500 LOW VOL
IJT
2.79%
SP SMCP600GR ETF
IJS
2.12%
SP SMCP600VL ETF
VTI
2.09%
TOTAL STK MKT
EFA
1.91%
MSCI EAFE ETF
RSP
1.82%
S&P500 EQL WGT
EFAV
1.66%
EAFE MIN VOL ETF
IVW
1.63%
S&P 500 GRWT ETF
VUG
1.47%
GROWTH ETF
PEY
1.34%
HIG YLD EQ DIV
VIGI
1.28%
INTL DVD ETF
VNQ
1.2%
REIT ETF
GSY
1.2%
ULTRA SHRT DUR
HDV
1.16%
HIGH DIVIDND ETF
VV
1.15%
LARGE CAP ETF
QUAL
1.12%
MSCI USA QLT FAC
MINT
0.94%
ENHAN SHRT MAT
TOTL
0.89%
SPDR TR TACTIC
IOO
0.88%
GLOBAL 100 ETF
VEU
0.84%
ALLWRLD EX US
VTV
0.8%
VALUE ETF
IGHG
0.8%
INVT INT RT HG
QQQ
0.79%
UNIT SER 1
OEF
0.77%
S&P 100 ETF
GSLC
0.72%
EQUITY ETF
PBP
0.52%
S&P500 BUY WRT
IGF
0.49%
GLB INFRASTR ETF
DVY
0.48%
SELECT DIVID ETF
VOT
0.45%
MCAP GR IDXVIP
AAPL
0.45%
COM
DIA
0.43%
UT SER 1
DGRO
0.43%
CORE DIV GRWTH
RWO
0.42%
DJ GLB RL ES ETF
MSFT
0.39%
COM
IDV
0.36%
INTL SEL DIV ETF
SPHD
0.35%
S&P500 HDL VOL
NOC
0.35%
COM
REGL
0.34%
MDCP 400 DIVID
IJR
0.32%
CORE S&P SCP ETF
PPA
0.32%
AEROSPACE DEFN
ITOT
0.32%
CORE S&P TTL STK
LDUR
0.28%
LOW DURTN ETF
IXN
0.28%
GLOBAL TECH ETF
EMB
0.28%
JP MOR EM MK ETF
IJH
0.27%
CORE S&P MCP ETF
EEM
0.27%
MSCI EMG MKT ETF
VEA
0.27%
FTSE DEV MKT ETF
VWO
0.26%
FTSE EMR MKT ETF
VOE
0.26%
MCAP VL IDXVIP
IEFA
0.26%
CORE MSCI EAFE
XLF
0.26%
SBI INT-FINL
IYR
0.25%
U.S. REAL ES ETF
PKW
0.25%
BUYBACK ACHIEV
IHDG
0.24%
ITL HDG DIV GT
VRP
0.24%
VAR RATE PFD
AMLP
0.24%
ALERIAN MLP
PID
0.24%
INTL DIVI ACHI
DIM
0.22%
INTL MIDCAP DV
ICF
0.22%
COHEN&STEER REIT
JKE
0.22%
MRNGSTR LG-CP GR
MMP
0.21%
COM UNIT RP LP
IGRO
0.21%
INTL DIV GRWTH
QEFA
0.21%
EAFE QUAL MIX
DHS
0.21%
EQTY INC ETF
IWM
0.2%
RUSSELL 2000 ETF
XLU
0.2%
SBI INT-UTILS
EEMV
0.2%
EM MK MINVOL ETF
INTF
0.2%
FCTSL MSCI INT
DON
0.19%
MIDCAP DIVI FD
PFE
0.18%
COM
NEAR
0.18%
SHT MAT BD ETF
PFF
0.18%
U.S. PFD STK ETF
MLPA
0.17%
GLBL X MLP ETF
FLOT
0.17%
FLTG RATE BD ETF
IEMG
0.15%
CORE MSCI EMKT
HYG
0.14%
IBOXX HI YD ETF
PUI
0.14%
DWA UTILS MUMT
MTUM
0.14%
MSCI USAMOMFCT
HYS
0.14%
0-5 HIGH YIELD
LLY
0.14%
COM
FPE
0.14%
PFD SECS INC ETF
HEFA
0.13%
HDG MSCI EAFE
SCHF
0.13%
INTL EQTY ETF
IWO
0.13%
RUS 2000 GRW ETF
EPD
0.12%
COM
MUB
0.12%
NAT AMT FREE BD
BNDX
0.12%
INTL BD IDX ETF
MDY
0.12%
UTSER1 S&PDCRP
PM
0.12%
COM
BMY
0.11%
COM
IVE
0.11%
S&P 500 VAL ETF
SJNK
0.11%
SHT TRM HGH YLD
AMGN
0.11%
COM
XOM
0.11%
COM
IWB
0.11%
RUS 1000 ETF
DGRE
0.11%
EM MKTS DVD GROW
VNQI
0.11%
GLB EX US ETF
JPM
0.1%
COM
IDU
0.1%
U.S. UTILITS ETF
ENFR
0.1%
ALERIAN ENERGY
MMM
0.1%
COM
LARE
0.09%
TIERRA XP LATIN
RNP
0.09%
COM
BND
0.09%
TOTAL BND MRKT
BRK.A
0.09%
CL A
GLD
0.09%
GOLD SHS
MO
0.09%
COM
CVY
0.09%
ZACKS MULT AST
PEP
0.09%
COM
CSCO
0.09%
COM
HTD
0.08%
COM
AMZN
0.08%
COM
JNJ
0.08%
COM
DLS
0.08%
INTL SMCAP DIV
HII
0.08%
COM
MDT
0.08%
SHS
CLX
0.08%
COM
MCD
0.08%
COM
XLK
0.08%
TECHNOLOGY
CNC
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
PCY
0.07%
EMRNG MKT SVRG
UTF
0.07%
COM
IVV
0.07%
CORE S&P500 ETF
PSCF
0.07%
S&P SMLCP FINL
EWSC
0.07%
S&P SML 600 EQ
ACWI
0.07%
MSCI ACWI ETF
ORCL
0.07%
COM
DES
0.07%
SMALLCAP DIVID
SPHQ
0.06%
S&P500 QUALITY
AEP
0.06%
COM
EMGF
0.06%
FACTORSELECT MSC
SDIV
0.06%
GLB X SUPERDIV
UTX
0.06%
COM
TFI
0.06%
NUVN BRCLY MUNI
BHK
0.06%
SHS BEN INT
DOO
0.06%
INTL DIV EX FINL
FDN
0.06%
DJ INTERNT IDX
FB
0.06%
CL A
ROST
0.06%
COM
SHM
0.06%
NUVN BR SHT MUNI
EVT
0.05%
COM
ADBE
0.05%
COM
JPC
0.05%
COM
BA
0.05%
COM
QCOM
0.05%
COM
IBM
0.05%
COM
SUB
0.05%
SHT NTLAMTFR ETF
PAVE
0.05%
US INFR DEV
HPQ
0.05%
COM
VTHR
0.05%
VNG RUS3000IDX
NOBL
0.05%
S&P 500 ARISTO
VPL
0.05%
MEGA CAP GRO ETF
COR
0.05%
COM
FUN
0.05%
DEPOSITRY UNIT
ABT
0.05%
COM
MDLZ
0.05%
CL A
VBR
0.05%
SM CP VAL ETF
IWN
0.05%
RUS 2000 VAL ETF
VYM
0.04%
HIGH DIV YLD
DGRW
0.04%
US DIVD GRT FD
FRC
0.04%
COM
CBS
0.04%
CL B
APTV
0.04%
SHS
MRK
0.04%
COM
WBA
0.04%
COM
JPZ
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
NTR
0.04%
COM
WY
0.04%
COM
CGC
0.04%
COM
HEI
0.04%
COM
PNR
0.04%
SHS
VPU
0.04%
UTILITIES ETF
MA
0.04%
CL A
EXT
0.04%
TTL EARNING FD
BSV
0.04%
SHORT TRM BOND
DAL
0.04%
COM NEW
SCZ
0.04%
EAFE SML CP ETF
RSCO
0.04%
SM CAP COMPLETE
COST
0.04%
COM
GOOG
0.04%
CAP STK CL C
JHMD
0.04%
MULTI INTL ETF
HD
0.04%
COM
VZ
0.04%
COM
IDXX
0.04%
COM
DGX
0.03%
COM
BPK
0.03%
COM
BSCI
0.03%
BULSHS2018 COR
BSJI
0.03%
BULSHS 2018 HY
ICLR
0.03%
SHS
ETP
0.03%
UNIT LTD PRT INT
LOW
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
TTWO
0.03%
COM
EWMC
0.03%
S&P MDCP400 EQ
NAD
0.03%
COM
MXIM
0.03%
COM
BSCJ
0.03%
BULSHS 2019 CB
PSA
0.03%
COM
ITW
0.03%
COM
PGX
0.03%
PFD ETF
DBC
0.03%
UNIT
NEE
0.03%
COM
RHT
0.03%
COM
QEMM
0.03%
EM QUAL MIX
EWJ
0.03%
MSCI JPN ETF NEW
PSX
0.03%
COM
VOX
0.03%
TELCOMM ETF
ARI
0.03%
COM
PGR
0.03%
COM
VDE
0.03%
ENERGY ETF
ABBV
0.03%
COM
NFLX
0.03%
COM
VNLA
0.03%
SHORT DUR ETF
IWR
0.03%
RUS MID-CAP ETF
KHC
0.03%
COM
BDX
0.03%
COM
ITR
0.03%
INTR TRM CORP BD
MET
0.03%
COM
SYY
0.03%
COM
BC
0.03%
COM
GD
0.03%
COM
T
0.03%
COM
CHKP
0.03%
ORD
DWM
0.03%
DEFA FD
HRS
0.03%
COM
GEM
0.03%
ACTIVEBETA EME
BAH
0.03%
CL A
C
0.03%
COM NEW
SQ
0.03%
CL A
V
0.02%
COM CL A
AMRN
0.02%
SPONS ADR NEW
RWR
0.02%
DJ REIT ETF
MLPX
0.02%
GLB X MLP ENRG I
ADP
0.02%
COM
STWD
0.02%
COM
MMU
0.02%
COM
PH
0.02%
COM
VFC
0.02%
COM
NSC
0.02%
COM
IP
0.02%
COM
BRK.B
0.02%
CL B NEW
AFL
0.02%
COM
GE
0.02%
COM
DRW
0.02%
GLB EX US RL EST
NDSN
0.02%
COM
SEA
0.02%
SHIPPING ETF
SLF
0.02%
COM
COF
0.02%
COM
DEO
0.02%
SPON ADR NEW
ISCF
0.02%
MSCI INT SMLCP
HYMB
0.02%
NUV HGHYLD MUN
SPYG
0.02%
S&P 500 GROWTH
TRMK
0.02%
COM
EZM
0.02%
MDCP EARN FUND
USG
0.02%
COM NEW
JKH
0.02%
MRGSTR MD CP GRW
YUM
0.02%
COM
ADI
0.02%
COM
WPS
0.02%
INTL DEVPPTY ETF
USB
0.02%
COM NEW
PAYX
0.02%
COM
ACN
0.02%
SHS CLASS A
EMR
0.02%
COM
MBB
0.02%
MBS ETF
RGA
0.02%
COM NEW
CB
0.02%
COM
TSCO
0.02%
COM
GXC
0.02%
S&P CHINA ETF
ETN
0.02%
SHS
CVX
0.02%
COM
VBK
0.02%
SML CP GRW ETF
PG
0.02%
COM
BOND
0.02%
TOTL RETN ETF
WEC
0.02%
COM
WMT
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
L
0.02%
COM
ATVI
0.02%
COM
DIS
0.02%
COM DISNEY
PX
0.02%
COM
BLK
0.02%
COM
XLI
0.02%
SBI INT-INDS
IDEV
0.02%
CORE MSCI INTL
VTR
0.02%
COM
HUN
0.02%
COM
JKI
0.02%
MRGSTR MD CP VAL
APD
0.02%
COM
FFIV
0.02%
COM
BKF
0.02%
MSCI BRIC INDX
MKSI
0.01%
COM
ES
0.01%
COM
VCIT
0.01%
INT-TERM CORP
FDS
0.01%
COM
RACE
0.01%
COM
BLOK
0.01%
BLOCKCHAIN LDR
MS
0.01%
COM NEW
GILD
0.01%
COM
SCPB
0.01%
BARC SHT TR CP
VGK
0.01%
FTSE EUROPE ETF
GOOGL
0.01%
CAP STK CL A
NKE
0.01%
CL B
TGT
0.01%
COM
XSOE
0.01%
EM EX ST-OWNED
LVHB
0.01%
LUNT LOW VOL HIG
FAST
0.01%
COM
DOL
0.01%
INTL LRGCAP DV
PANW
0.01%
COM
CL
0.01%
COM
NVS
0.01%
SPONSORED ADR
DFS
0.01%
COM
BXMT
0.01%
COM CL A
JHMM
0.01%
MULTIFACTOR MI
IFGL
0.01%
INTL DEV RE ETF
ESRX
0.01%
COM
PII
0.01%
COM
SNY
0.01%
SPONSORED ADR
GWX
0.01%
S&P INTL SMLCP
SMDV
0.01%
RUSS 2000 DIVD
ALL
0.01%
COM
GIS
0.01%
COM
INTC
0.01%
COM
GSK
0.01%
SPONSORED ADR
JNPR
0.01%
COM
ONEQ
0.01%
NDQ CP IDX TRK
SLY
0.01%
S&P 600 SML CAP
IDLV
0.01%
S&P INTL LOW
EV
0.01%
COM NON VTG
BSJJ
0.01%
BULSHS 2019 HY
GCC
0.01%
SHS BEN INT
KMB
0.01%
COM
SYMC
0.01%
COM
YUMC
0.01%
COM
IWV
0.01%
RUSSELL 3000 ETF
E
0.01%
SPONSORED ADR
VB
0.01%
SMALL CP ETF
BP
0.01%
SPONSORED ADR
VO
0.01%
MID CAP ETF
GMM
0.01%
EMERG MKTS ETF
CSJ
0.01%
1-3 YR CR BD ETF
TI
0.01%
SPON ADR ORD
EA
0.01%
COM
WPP
0.01%
ADR
AMJ
0.01%
ALERIAN ML ETN
UAL
0.01%
COM
UGI
0.01%
COM
PNC
0.01%
COM
HIG
0.01%
COM
UPS
0.01%
CL B
LB
0.01%
COM
SKYY
0.01%
ISE CLOUD COMP
ACWX
0.01%
MSCI ACWI US ETF
SOR
0.01%
COM
FTSM
0.01%
FIRST TR ENH NEW
UBS
0.01%
SHS
DWDP
0.01%
COM
COP
0.01%
COM
MKC
0.01%
COM NON VTG
KO
0.01%
COM
CHL
0.01%
SPONSORED ADR
TSLA
0.01%
COM
CELG
0.01%
COM
CS
0.01%
SPONSORED ADR
ORAN
0.01%
SPONSORED ADR
SBUX
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
MTU
< 0.01%
SPONSORED ADR
AEG
< 0.01%
NY REGISTRY SH
CX
< 0.01%
SPON ADR NEW
LMT
< 0.01%
COM
IGT
< 0.01%
SHS USD
AABA
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
PPR
< 0.01%
SH BEN INT
CRM
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
NFRA
< 0.01%
STOXX GLOBR INF
CAH
< 0.01%
COM
WFC
< 0.01%
COM
BKT
< 0.01%
COM
TD
< 0.01%
COM NEW
HMC
< 0.01%
AMERN SHS
EVX
< 0.01%
ENVIRONMENTAL SV
HCP
< 0.01%
COM
XMLV
< 0.01%
S&P MIDCP LOW
SHPG
< 0.01%
SPONSORED ADR
DEM
< 0.01%
EMERG MKTS ETF
LUV
< 0.01%
COM
MPC
< 0.01%
COM
PPL
< 0.01%
COM
AEE
< 0.01%
COM
ERIC
< 0.01%
ADR B SEK 10
VIV
< 0.01%
SPONSORED ADR
BABA
< 0.01%
SPONSORED ADS
EMN
< 0.01%
COM
CIT
< 0.01%
COM NEW
BCS
< 0.01%
ADR
NUAN
< 0.01%
COM
PBR/A
< 0.01%
SP ADR NON VTG
SHG
< 0.01%
SPN ADR RESTRD
TJX
< 0.01%
COM
PIO
< 0.01%
GLOBAL WATER
PPG
< 0.01%
COM
TLT
< 0.01%
20+ YR TR BD ETF
SGMS
< 0.01%
CL A
IWS
< 0.01%
RUS MDCP VAL ETF
PFG
< 0.01%
COM
CMCSA
< 0.01%
CL A
MTN
< 0.01%
COM
XYL
< 0.01%
COM
GPN
< 0.01%
COM
SO
< 0.01%
COM
IEF
< 0.01%
7-10 Y TR BD ETF
IAU
< 0.01%
ISHARES
CYBR
< 0.01%
SHS
BAX
< 0.01%
COM
AMX
< 0.01%
SPON ADR L SHS
OKE
< 0.01%
COM
PKX
< 0.01%
SPONSORED ADR
CARB
< 0.01%
COM
CRH
< 0.01%
ADR
LXP
< 0.01%
COM
K
< 0.01%
COM
HON
< 0.01%
COM
NDAQ
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
HBC
< 0.01%
SPON ADR NEW
XHB
< 0.01%
S&P HOMEBUILD
TXN
< 0.01%
COM
ROK
< 0.01%
COM
ENIC
< 0.01%
SPON ADR
X
< 0.01%
COM
BIIB
< 0.01%
COM
INN
< 0.01%
COM
PBI
< 0.01%
COM
AAL
< 0.01%
COM
DHR
< 0.01%
COM
KR
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
CMG
< 0.01%
COM
MAA
< 0.01%
COM
SLB
< 0.01%
COM
ENS
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
ULBI
< 0.01%
COM
EXC
< 0.01%
COM
WEN
< 0.01%
COM
HBAN
< 0.01%
COM
OCN
< 0.01%
COM NEW
NTRS
< 0.01%
COM
FL
< 0.01%
COM
SJM
< 0.01%
COM NEW
ITT
< 0.01%
COM
CPI
< 0.01%
IQ REAL RTN ETF
CEQP
< 0.01%
UNIT LTD PARTNER
VIAB
< 0.01%
CL B
HPE
< 0.01%
COM
BBY
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
DXC
< 0.01%
COM
VIPS
< 0.01%
SPONSORED ADR
KMI
< 0.01%
COM
KEY
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
ASIX
< 0.01%
COM
FTR
< 0.01%
COM NEW
PRSP
< 0.01%
COM
GM
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
VRTS
< 0.01%
COM
FE
< 0.01%
COM
DEX
< 0.01%
COM
AOBC
< 0.01%
COM
CTRV
< 0.01%
COM NEW
WU
< 0.01%
COM
CHDN
0.02%
COM
DBP
0.01%
PRECIOUS METAL
EDIV
0.01%
S&P EM MKT DIV
BIP
0.01%
LP INT UNIT
LQD
0.01%
IBOXX INV CP ETF
AFG
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
VEC
< 0.01%
COM