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Stock Style
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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
59
16
12
2
2
2
46
10
6
CAPITAL ADVISORS LTD LLC

Time Period2018-03-31

Total Holdings395

Total Value ($x1000)308,959
Activities
New6

Increased91

Unchanged253

Decreased45

Sold Out13

Top 10 Stock Holdingstotal 47.84%
SPY9.98

IWF6.72

USMV5.2

VIG4.38

IWD4.27

 
IJK4.1

SDY3.74

SPLV3.37

IJJ3.36

IJT2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.98%
TR UNIT
IWF
6.72%
RUS 1000 GRW ETF
USMV
5.2%
USA MIN VOL ETF
VIG
4.38%
DIV APP ETF
IWD
4.27%
RUS 1000 VAL ETF
IJK
4.1%
S&P MC 400GR ETF
SDY
3.74%
S&P DIVID ETF
SPLV
3.37%
S&P500 LOW VOL
IJJ
3.36%
S&P MC 400VL ETF
IJT
2.72%
SP SMCP600GR ETF
EFA
2.31%
MSCI EAFE ETF
IJS
2.18%
SP SMCP600VL ETF
VTI
2.1%
TOTAL STK MKT
EFAV
1.99%
EAFE MIN VOL ETF
IVW
1.6%
S&P 500 GRWT ETF
RSP
1.51%
GUG S&P500 EQ WT
VUG
1.49%
GROWTH ETF
PEY
1.46%
HI YLD EQ DVDN
HDV
1.37%
HIGH DIVIDND ETF
VIGI
1.33%
INTL DVD ETF
VNQ
1.22%
REIT ETF
VV
1.19%
LARGE CAP ETF
VEU
1.08%
ALLWRLD EX US
TOTL
1.05%
SPDR TR TACTIC
QUAL
1.05%
MSCI USA QLT FAC
GSY
0.98%
GUGG ENH SHT DUR
IOO
0.94%
GLOBAL 100 ETF
VTV
0.86%
VALUE ETF
OEF
0.78%
S&P 100 ETF
QQQ
0.76%
UNIT SER 1
MINT
0.73%
ENHAN SHRT MAT
GSLC
0.6%
EQUITY ETF
IGF
0.6%
GLB INFRASTR ETF
IGHG
0.57%
INVT INT RT HG
PBP
0.56%
S&P 500 BUYWRT
RWO
0.53%
DJ GLB RL ES ETF
DVY
0.52%
SELECT DIVID ETF
SPHD
0.47%
PWRSH S&P500HI
VOT
0.47%
MCAP GR IDXVIP
DIA
0.45%
UT SER 1
NOC
0.44%
COM
DGRO
0.42%
CORE DIV GRWTH
REGL
0.4%
MDCP 400 DIVID
IDV
0.37%
INTL SEL DIV ETF
EEM
0.34%
MSCI EMG MKT ETF
AAPL
0.34%
COM
PPA
0.32%
AERSPC DEF PTF
ITOT
0.31%
CORE S&P TTL STK
PID
0.31%
INTL DIV ACHV
VOE
0.3%
MCAP VL IDXVIP
XLF
0.29%
SBI INT-FINL
IXN
0.29%
GLOBAL TECH ETF
LDUR
0.29%
LOW DURTN ETF
VRP
0.28%
VAR RATE PFD POR
IYR
0.28%
U.S. REAL ES ETF
MSFT
0.28%
COM
IHDG
0.27%
ITL HDG DIV GT
IEFA
0.27%
CORE MSCI EAFE
DIM
0.27%
INTL MIDCAP DV
PKW
0.26%
DYNA BUYBK ACH
QEFA
0.25%
EAFE QUAL MIX
EEMV
0.24%
EM MK MINVOL ETF
AMLP
0.24%
ALERIAN MLP
ICF
0.23%
COHEN&STEER REIT
IJH
0.23%
CORE S&P MCP ETF
XLU
0.22%
SBI INT-UTILS
DHS
0.22%
EQTY INC ETF
JKE
0.22%
MRNGSTR LG-CP GR
IJR
0.22%
CORE S&P SCP ETF
IGRO
0.22%
INTL DIV GRWTH
MMP
0.21%
COM UNIT RP LP
PFF
0.21%
U.S. PFD STK ETF
NEAR
0.21%
SHT MAT BD ETF
DON
0.19%
MIDCAP DIVI FD
DGRE
0.18%
EM MKTS DVD GROW
FLOT
0.18%
FLTG RATE BD ETF
MLPA
0.18%
GLBL X MLP ETF
IEMG
0.16%
CORE MSCI EMKT
HYS
0.16%
0-5 HIGH YIELD
FPE
0.16%
PFD SECS INC ETF
PUI
0.15%
DYN UTIL PORTF
PM
0.15%
COM
AGG
0.14%
CORE TOTUSBD ETF
HEFA
0.14%
HDG MSCI EAFE
BNDX
0.14%
INTL BD IDX ETF
MUB
0.14%
NAT AMT FREE BD
BMY
0.13%
COM
PFE
0.13%
COM
SJNK
0.13%
SHT TRM HGH YLD
INTF
0.13%
FCTSL MSCI INT
MDY
0.13%
UTSER1 S&PDCRP
IVE
0.12%
S&P 500 VAL ETF
EPD
0.12%
COM
LLY
0.12%
COM
GLD
0.12%
GOLD SHS
IWB
0.11%
RUS 1000 ETF
IDU
0.11%
U.S. UTILITS ETF
MTUM
0.11%
MSCI USAMOMFCT
ENFR
0.1%
ALERIAN ENERGY
CVY
0.1%
GUG MULTI ASSET
DLS
0.1%
INTL SMCAP DIV
XOM
0.1%
COM
SDIV
0.1%
GLB X SUPERDIV
BRK.A
0.1%
CL A
MO
0.1%
COM
IWO
0.09%
RUS 2000 GRW ETF
HTD
0.09%
COM
RNP
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
PEP
0.08%
COM
ACWI
0.07%
MSCI ACWI ETF
EMGF
0.07%
FACTORSELECT MSC
AEP
0.07%
COM
AMZN
0.07%
COM
BHK
0.07%
SHS BEN INT
DOO
0.07%
INTL DIV EX FINL
JPM
0.07%
COM
TFI
0.07%
NUVN BRCLY MUNI
ORCL
0.07%
COM
XLK
0.07%
TECHNOLOGY
UTF
0.07%
COM
JPC
0.07%
COM
SPHQ
0.07%
S&P 500 HGH QLTY
VEA
0.07%
FTSE DEV MKT ETF
FUN
0.07%
DEPOSITRY UNIT
MCD
0.07%
COM
JNJ
0.06%
COM
SHM
0.06%
NUVN BR SHT MUNI
FB
0.06%
CL A
AMGN
0.06%
COM
SUB
0.06%
SHT NTLAMTFR ETF
VZ
0.06%
COM
CLX
0.06%
COM
DES
0.06%
SMALLCAP DIVID
VOX
0.06%
TELCOMM ETF
WY
0.06%
COM
PAVE
0.06%
US INFR DEV
EVT
0.06%
COM
BA
0.05%
COM
VTHR
0.05%
VNG RUS3000IDX
NOBL
0.05%
S&P 500 ARISTO
MDLZ
0.05%
CL A
BSJI
0.05%
GUG BLT2018 HY
ADBE
0.05%
COM
BSCI
0.05%
GUG BULL2018 E
DTH
0.05%
DEFA EQT INC ETF
VBR
0.05%
SM CP VAL ETF
IBM
0.05%
COM
IWN
0.05%
RUS 2000 VAL ETF
HYG
0.05%
IBOXX HI YD ETF
MMM
0.05%
COM
BSV
0.05%
SHORT TRM BOND
VYM
0.04%
HIGH DIV YLD
HII
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
VPU
0.04%
UTILITIES ETF
EXT
0.04%
TTL EARNING FD
EUDG
0.04%
EURO DIV GRWTH
JPZ
0.04%
COM
VNQI
0.04%
GLB EX US ETF
IWM
0.04%
RUSSELL 2000 ETF
BPK
0.04%
COM
NAD
0.04%
COM
RHT
0.04%
COM
MRK
0.04%
COM
BSCJ
0.04%
GUG BULL2019 E
GOOG
0.04%
CAP STK CL C
KHC
0.04%
COM
GXC
0.04%
S&P CHINA ETF
PSA
0.04%
COM
MA
0.04%
CL A
XLE
0.03%
SBI INT-ENERGY
HEI
0.03%
COM
EWJ
0.03%
MSCI JPN ETF NEW
DBC
0.03%
UNIT BEN INT
IAU
0.03%
ISHARES
ARI
0.03%
COM
ABBV
0.03%
COM
ITR
0.03%
INTR TRM CORP BD
IDXX
0.03%
COM
DWM
0.03%
DEFA FD
IWR
0.03%
RUS MID-CAP ETF
GE
0.03%
COM
VDE
0.03%
ENERGY ETF
MMU
0.03%
COM
ETP
0.03%
UNIT LTD PRT INT
DRW
0.03%
GLB EX US RL EST
DGRW
0.03%
US DIVD GRT FD
AZN
0.03%
SPONSORED ADR
SCZ
0.03%
EAFE SML CP ETF
RWR
0.03%
DJ REIT ETF
NFLX
0.03%
COM
ACN
0.03%
SHS CLASS A
SLF
0.03%
COM
NDSN
0.02%
COM
PH
0.02%
COM
WPS
0.02%
INTL DEVPPTY ETF
MLPX
0.02%
GLB X MLP ENRG I
BRK.B
0.02%
CL B NEW
HYMB
0.02%
NUV HGHYLD MUN
DEO
0.02%
SPON ADR NEW
V
0.02%
COM CL A
EZM
0.02%
MDCP EARN FUND
USG
0.02%
COM NEW
FDN
0.02%
DJ INTERNT IDX
YUM
0.02%
COM
ABT
0.02%
COM
JKH
0.02%
MRGSTR MD CP GRW
SPYG
0.02%
S&P 500 GROWTH
XLI
0.02%
SBI INT-INDS
BOND
0.02%
TOTL RETN ETF
BKF
0.02%
MSCI BRIC INDX
L
0.02%
COM
ETN
0.02%
SHS
SOR
0.02%
COM
MS
0.02%
COM NEW
VBK
0.02%
SML CP GRW ETF
JKI
0.02%
MRGSTR MD CP VAL
VCIT
0.02%
INT-TERM CORP
VTR
0.02%
COM
DIS
0.02%
COM DISNEY
T
0.02%
COM
ICE
0.02%
COM
XSOE
0.02%
EM EX ST-OWNED
VGK
0.02%
FTSE EUROPE ETF
SCPB
0.02%
BARC SHT TR CP
DBP
0.02%
DB PREC MTLS
DOL
0.02%
INTL LRGCAP DV
LVHB
0.02%
LUNT LW VL/HIG
GILD
0.02%
COM
TSCO
0.01%
COM
DHR
0.01%
COM
SQ
0.01%
CL A
FAST
0.01%
COM
IFGL
0.01%
INTL DEV RE ETF
HD
0.01%
COM
GOOGL
0.01%
CAP STK CL A
FFIV
0.01%
COM
DFS
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
ITW
0.01%
COM
EDIV
0.01%
S&P EM MKT DIV
STWD
0.01%
COM
COST
0.01%
COM
INTC
0.01%
COM
PANW
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
PSX
0.01%
COM
SMDV
0.01%
RUSS 2000 DIVD
SYMC
0.01%
COM
YUMC
0.01%
COM
ALL
0.01%
COM
GCC
0.01%
SHS BEN INT
IDLV
0.01%
INTL DEV LOWVL
BSJJ
0.01%
GUG BUL 2019 HY
BIP
0.01%
LP INT UNIT
ESRX
0.01%
COM
KMB
0.01%
COM
CL
0.01%
COM
SLY
0.01%
S&P 600 SML CAP
GMM
0.01%
EMERG MKTS ETF
ONEQ
0.01%
NDQ CP IDX TRK
LB
0.01%
COM
NEE
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
PNC
0.01%
COM
JNPR
0.01%
COM
IWV
0.01%
RUSSELL 3000 ETF
VO
0.01%
MID CAP ETF
PG
0.01%
COM
QCOM
0.01%
COM
VB
0.01%
SMALL CP ETF
QEMM
0.01%
EM QUAL MIX
ACWX
0.01%
MSCI ACWI US ETF
FTSM
0.01%
FIRST TR ENH NEW
GVI
0.01%
INTRM GOV/CR ETF
CSCO
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
UPS
0.01%
CL B
TSLA
0.01%
COM
UGI
0.01%
COM
CELG
0.01%
COM
AABA
0.01%
COM
DWDP
0.01%
COM
USB
0.01%
COM NEW
CAH
0.01%
COM
KO
0.01%
COM
PPR
0.01%
SH BEN INT
UAL
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
PGR
0.01%
COM
LMT
0.01%
COM
SKYY
0.01%
ISE CLOUD COMP
SBUX
0.01%
COM
SYY
0.01%
COM
FTV
0.01%
COM
DEM
< 0.01%
EMERG MKTS ETF
MKC
< 0.01%
COM NON VTG
NFRA
< 0.01%
STOXX GLOBR INF
WFC
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
ROST
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
BABA
< 0.01%
SPONSORED ADS
IEF
< 0.01%
7-10 Y TR BD ETF
BKT
< 0.01%
COM
EMN
< 0.01%
COM
COP
< 0.01%
COM
LUV
< 0.01%
COM
CRM
< 0.01%
COM
EVX
< 0.01%
ENVIRONMENTAL SV
XMLV
< 0.01%
S&P400 LOVL PT
HCP
< 0.01%
COM
HRS
< 0.01%
COM
VWO
< 0.01%
FTSE EMR MKT ETF
AEE
< 0.01%
COM
HIG
< 0.01%
COM
CIT
< 0.01%
COM NEW
MPC
< 0.01%
COM
PPL
< 0.01%
COM
PFG
< 0.01%
COM
WBA
< 0.01%
COM
PPG
< 0.01%
COM
PIO
< 0.01%
GBL WTR PORT
CMCSA
< 0.01%
CL A
TLT
< 0.01%
20+ YR TR BD ETF
XLRE
< 0.01%
RL EST SEL SEC
SO
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
PBI
< 0.01%
COM
CVX
< 0.01%
COM
XYL
< 0.01%
COM
TJX
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
MTN
< 0.01%
COM
GPN
< 0.01%
COM
AFG
< 0.01%
COM
GD
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
X
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
BAX
< 0.01%
COM
NDAQ
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
AAL
< 0.01%
COM
K
< 0.01%
COM
OKE
< 0.01%
COM
EMR
< 0.01%
COM
LXP
< 0.01%
COM
TWX
< 0.01%
COM NEW
TXN
< 0.01%
COM
HON
< 0.01%
COM
ULBI
< 0.01%
COM
CARB
< 0.01%
COM
INN
< 0.01%
COM
ROK
< 0.01%
COM
BIOVERAT...
< 0.01%
COM
WEC
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
KR
< 0.01%
COM
BIIB
< 0.01%
COM
MAA
< 0.01%
COM
SLB
< 0.01%
COM
CYBR
< 0.01%
SHS
WEN
< 0.01%
COM
EXC
< 0.01%
COM
ENS
< 0.01%
COM
OCN
< 0.01%
COM NEW
NTRS
< 0.01%
COM
ITT
< 0.01%
COM
CPI
< 0.01%
IQ REAL RTN ETF
CMG
< 0.01%
COM
SJM
< 0.01%
COM NEW
BC
< 0.01%
COM
VIPS
< 0.01%
SPONSORED ADR
NUAN
< 0.01%
COM
HPQ
< 0.01%
COM
HPE
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
SHPG
< 0.01%
SPONSORED ADR
KEY
< 0.01%
COM
KMI
< 0.01%
COM
DXC
< 0.01%
COM
CEQP
< 0.01%
UNIT LTD PARTNER
GT
< 0.01%
COM
BLK
< 0.01%
COM
CTRV
< 0.01%
COM
DEX
< 0.01%
COM
ASIX
< 0.01%
COM
GM
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
VEC
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
FTR
< 0.01%
COM NEW
WU
< 0.01%
COM
FCE/A
0.14%
COM CL A
RIF
0.09%
COM
WSO
0.02%
COM
NVG
0.01%
COM
EWC
0.01%
MSCI CDA ETF
LRCX
< 0.01%
COM
TCPI
< 0.01%
COM
QCLN
< 0.01%
NAS CLNEDG GREEN
FISV
< 0.01%
COM
FRC
< 0.01%
COM
SBRA
< 0.01%
COM
GG
< 0.01%
COM
BIVV
< 0.01%
COM