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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
17
11
2
3
2
46
11
8
CAPITAL ADVISORS LTD LLC

Time Period2017-12-31

Total Holdings402

Total Value ($x1000)303,089
Activities
New12

Increased101

Unchanged252

Decreased37

Sold Out15

Top 10 Stock Holdingstotal 49.09%
SPY10.33

IWF6.8

USMV5.41

IWD4.44

VIG4.41

 
IJK4.13

SDY3.96

IJJ3.58

SPLV3.41

IJT2.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
10.33%
TR UNIT
IWF
6.8%
RUS 1000 GRW ETF
USMV
5.41%
USA MIN VOL ETF
IWD
4.44%
RUS 1000 VAL ETF
VIG
4.41%
DIV APP ETF
IJK
4.13%
S&P MC 400GR ETF
SDY
3.96%
S&P DIVID ETF
IJJ
3.58%
S&P MC 400VL ETF
SPLV
3.41%
S&P500 LOW VOL
IJT
2.62%
SP SMCP600GR ETF
EFA
2.31%
MSCI EAFE ETF
IJS
2.21%
SP SMCP600VL ETF
VTI
2.02%
TOTAL STK MKT
EFAV
2%
EAFE MIN VOL ETF
IVW
1.59%
S&P 500 GRWT ETF
PEY
1.57%
HI YLD EQ DVDN
HDV
1.53%
HIGH DIVIDND ETF
VUG
1.5%
GROWTH ETF
VNQ
1.48%
REIT ETF
RSP
1.3%
GUG S&P500 EQ WT
VV
1.21%
LARGE CAP ETF
VIGI
1.17%
INTL DVD ETF
TOTL
1.05%
SPDR TR TACTIC
VEU
1.03%
ALLWRLD EX US
GSY
1.01%
GUGG ENH SHT DUR
QUAL
0.98%
MSCI USA QLT FAC
IOO
0.9%
GLOBAL 100 ETF
VTV
0.84%
VALUE ETF
OEF
0.82%
S&P 100 ETF
QQQ
0.75%
UNIT SER 1
MINT
0.68%
ENHAN SHRT MAT
SPHD
0.61%
PWRSH S&P500HI
PBP
0.57%
S&P 500 BUYWRT
RWO
0.57%
DJ GLB RL ES ETF
IGF
0.53%
GLB INFRASTR ETF
DVY
0.51%
SELECT DIVID ETF
GSLC
0.48%
EQUITY ETF
VOT
0.47%
MCAP GR IDXVIP
DIA
0.47%
UT SER 1
PFF
0.43%
U.S. PFD STK ETF
REGL
0.42%
MDCP 400 DIVID
NOC
0.4%
COM
IDV
0.39%
INTL SEL DIV ETF
AAPL
0.35%
COM
EEM
0.33%
MSCI EMG MKT ETF
PID
0.33%
INTL DIV ACHV
ITOT
0.32%
CORE S&P TTL STK
VOE
0.32%
MCAP VL IDXVIP
IYR
0.3%
U.S. REAL ES ETF
AMLP
0.29%
ALERIAN MLP
IHDG
0.29%
ITL HDG DIV GT
IXN
0.29%
GLOBAL TECH ETF
XLF
0.28%
SBI INT-FINL
DIM
0.28%
INTL MIDCAP DV
PPA
0.27%
AERSPC DEF PTF
MSFT
0.26%
COM
MMP
0.26%
COM UNIT RP LP
LDUR
0.26%
LOW DURTN ETF
NEAR
0.25%
SHT MAT BD ETF
XLU
0.25%
SBI INT-UTILS
ICF
0.24%
COHEN&STEER REIT
EEMV
0.24%
EM MK MINVOL ETF
DHS
0.24%
EQTY INC ETF
IJH
0.23%
CORE S&P MCP ETF
IJR
0.22%
CORE S&P SCP ETF
JKE
0.21%
MRNGSTR LG-CP GR
MLPA
0.21%
GLBL X MLP ETF
MUB
0.2%
NAT AMT FREE BD
DON
0.2%
MIDCAP DIVI FD
HYS
0.18%
0-5 HIGH YIELD
PUI
0.16%
DYN UTIL PORTF
PM
0.16%
COM
FLOT
0.16%
FLTG RATE BD ETF
VRP
0.16%
VAR RATE PFD POR
PKW
0.15%
DYNA BUYBK ACH
HEFA
0.15%
HDG MSCI EAFE
BNDX
0.14%
INTL BD IDX ETF
FCE/A
0.14%
COM CL A
PFE
0.13%
COM
SJNK
0.13%
SHT TRM HGH YLD
EPD
0.13%
COM
BMY
0.13%
COM
IVE
0.13%
S&P 500 VAL ETF
MDY
0.13%
UTSER1 S&PDCRP
IWB
0.13%
RUS 1000 ETF
LLY
0.13%
COM
FPE
0.13%
PFD SECS INC ETF
ENFR
0.12%
ALERIAN ENERGY
IDU
0.12%
U.S. UTILITS ETF
GLD
0.12%
GOLD SHS
MO
0.11%
COM
XOM
0.11%
COM
SDIV
0.11%
GLB X SUPERDIV
CVY
0.11%
GUG MULTI ASSET
HTD
0.11%
COM
ITR
0.1%
INTR TRM CORP BD
IVV
0.1%
CORE S&P500 ETF
BRK.A
0.1%
CL A
IWO
0.09%
RUS 2000 GRW ETF
IEFA
0.09%
CORE MSCI EAFE
SHM
0.09%
NUVN BR SHT MUNI
RIF
0.09%
COM
DLS
0.09%
INTL SMCAP DIV
PEP
0.09%
COM
RNP
0.09%
COM
AGG
0.08%
CORE TOTUSBD ETF
AEP
0.08%
COM
UTF
0.08%
COM
ACWI
0.08%
MSCI ACWI ETF
BHK
0.08%
SHS BEN INT
MCD
0.07%
COM
FB
0.07%
CL A
JNJ
0.07%
COM
TFI
0.07%
NUVN BRCLY MUNI
ORCL
0.07%
COM
SPHQ
0.07%
S&P 500 HGH QLTY
JPM
0.07%
COM
VEA
0.07%
FTSE DEV MKT ETF
VZ
0.07%
COM
CLX
0.07%
COM
XLK
0.07%
TECHNOLOGY
FUN
0.07%
DEPOSITRY UNIT
DES
0.06%
SMALLCAP DIVID
AMGN
0.06%
COM
VOX
0.06%
TELCOMM ETF
PAVE
0.06%
US INFR DEV
SUB
0.06%
SHT NTLAMTFR ETF
EVT
0.06%
COM
JPC
0.06%
COM
WY
0.06%
COM
DOO
0.05%
INTL DIV EX FINL
MDLZ
0.05%
CL A
VTHR
0.05%
VNG RUS3000IDX
VBR
0.05%
SM CP VAL ETF
MMM
0.05%
COM
BSJI
0.05%
GUG BLT2018 HY
DTH
0.05%
DEFA EQT INC ETF
IWN
0.05%
RUS 2000 VAL ETF
BSCI
0.05%
GUG BULL2018 E
MMU
0.05%
COM
HYG
0.05%
IBOXX HI YD ETF
IBM
0.05%
COM
BA
0.05%
COM
AMZN
0.05%
COM
NOBL
0.05%
S&P 500 ARISTO
VYM
0.05%
HIGH DIV YLD
VPU
0.05%
UTILITIES ETF
BSV
0.05%
SHORT TRM BOND
KHC
0.05%
COM
JPZ
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
EUDG
0.04%
EURO DIV GRWTH
NAD
0.04%
COM
HII
0.04%
COM
DGRO
0.04%
CORE DIV GRWTH
ADBE
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
MRK
0.04%
COM
INTF
0.04%
FCTSL MSCI INT
GE
0.04%
COM
BPK
0.04%
COM
PSA
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
VDE
0.04%
ENERGY ETF
GOOG
0.04%
CAP STK CL C
SCZ
0.04%
EAFE SML CP ETF
IWR
0.04%
RUS MID-CAP ETF
IGHG
0.04%
INVT INT RT HG
EXT
0.04%
TTL EARNING FD
GXC
0.04%
S&P CHINA ETF
EWJ
0.03%
MSCI JPN ETF NEW
IEMG
0.03%
CORE MSCI EMKT
ARI
0.03%
COM
ABBV
0.03%
COM
IAU
0.03%
ISHARES
DWM
0.03%
DEFA FD
MA
0.03%
CL A
ETP
0.03%
UNIT LTD PRT INT
RHT
0.03%
COM
HEI
0.03%
COM
VNQI
0.03%
GLB EX US ETF
PH
0.03%
COM
RWR
0.03%
DJ REIT ETF
DGRW
0.03%
US DIVD GRT FD
NDSN
0.03%
COM
MLPX
0.03%
GLB X MLP ENRG I
AZN
0.03%
SPONSORED ADR
QEFA
0.03%
EAFE QUAL MIX
ACN
0.03%
SHS CLASS A
SLF
0.03%
COM
IDXX
0.03%
COM
DEO
0.03%
SPON ADR NEW
WPS
0.03%
INTL DEVPPTY ETF
BRK.B
0.02%
CL B NEW
HYMB
0.02%
NUV HGHYLD MUN
FDN
0.02%
DJ INTERNT IDX
EZM
0.02%
MDCP EARN FUND
V
0.02%
COM CL A
BOND
0.02%
TOTL RETN ETF
USG
0.02%
COM NEW
XLI
0.02%
SBI INT-INDS
YUM
0.02%
COM
SPYG
0.02%
S&P 500 GROWTH
ABT
0.02%
COM
JKH
0.02%
MRGSTR MD CP GRW
VTR
0.02%
COM
DRW
0.02%
GLB EX US RL EST
DOL
0.02%
INTL LRGCAP DV
SOR
0.02%
COM
NFLX
0.02%
COM
L
0.02%
COM
VBK
0.02%
SML CP GRW ETF
BKF
0.02%
MSCI BRIC INDX
ETN
0.02%
SHS
BSCJ
0.02%
GUG BULL2019 E
MS
0.02%
COM NEW
WSO
0.02%
COM
JKI
0.02%
MRGSTR MD CP VAL
VCIT
0.02%
INT-TERM CORP
T
0.02%
COM
DIS
0.02%
COM DISNEY
TSCO
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
BIP
0.02%
LP INT UNIT
SCPB
0.02%
BARC SHT TR CP
ICE
0.02%
COM
DBP
0.02%
DB PREC MTLS
LVHB
0.02%
LUNT LW VL/HIG
GILD
0.01%
COM
FAST
0.01%
COM
HD
0.01%
COM
DFS
0.01%
COM
IFGL
0.01%
INTL DEV RE ETF
GOOGL
0.01%
CAP STK CL A
DHR
0.01%
COM
ITW
0.01%
COM
LB
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
COST
0.01%
COM
ALL
0.01%
COM
PSX
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
SYMC
0.01%
COM
EDIV
0.01%
S&P EM MKT DIV
FFIV
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
COP
0.01%
COM
GCC
0.01%
SHS BEN INT
INTC
0.01%
COM
YUMC
0.01%
COM
IDLV
0.01%
INTL DEV LOWVL
SQ
0.01%
CL A
NVG
0.01%
COM
ESRX
0.01%
COM
KMB
0.01%
COM
BSJJ
0.01%
GUG BUL 2019 HY
PANW
0.01%
COM
JNPR
0.01%
COM
CL
0.01%
COM
SLY
0.01%
S&P 600 SML CAP
PG
0.01%
COM
GMM
0.01%
EMERG MKTS ETF
QCOM
0.01%
COM
ONEQ
0.01%
NDQ CP IDX TRK
AABA
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
IWV
0.01%
RUSSELL 3000 ETF
NEE
0.01%
COM
VO
0.01%
MID CAP ETF
PNC
0.01%
COM
VB
0.01%
SMALL CP ETF
AMJ
0.01%
ALERIAN ML ETN
QEMM
0.01%
EM QUAL MIX
TSLA
0.01%
COM
ACWX
0.01%
MSCI ACWI US ETF
DWDP
0.01%
COM
CELG
0.01%
COM
UPS
0.01%
CL B
SMDV
0.01%
RUSS 2000 DIVD
FTSM
0.01%
FIRST TR ENH NEW
PGR
0.01%
COM
UGI
0.01%
COM
USB
0.01%
COM NEW
GVI
0.01%
INTRM GOV/CR ETF
KO
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
EWC
0.01%
MSCI CDA ETF
CSCO
0.01%
COM
CAH
0.01%
COM
WFC
0.01%
COM
UAL
0.01%
COM
SBUX
0.01%
COM
SYY
0.01%
COM
SKYY
0.01%
ISE CLOUD COMP
NFRA
0.01%
STOXX GLOBR INF
LMT
0.01%
COM
BP
0.01%
SPONSORED ADR
PPR
0.01%
SH BEN INT
VWO
< 0.01%
FTSE EMR MKT ETF
BKT
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
IEF
< 0.01%
7-10 Y TR BD ETF
NGG
< 0.01%
SPONSORED ADR NE
ROST
< 0.01%
COM
MKC
< 0.01%
COM NON VTG
DEM
< 0.01%
EMERG MKTS ETF
FTV
< 0.01%
COM
EVX
< 0.01%
ENVIRONMENTAL SV
LUV
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
HCP
< 0.01%
COM
HIG
< 0.01%
COM
AEE
< 0.01%
COM
PPL
< 0.01%
COM
TCPI
< 0.01%
COM
LRCX
< 0.01%
COM
CMCSA
< 0.01%
CL A
QCLN
< 0.01%
NAS CLNEDG GREEN
XMLV
< 0.01%
S&P400 LOVL PT
WBA
< 0.01%
COM
PFG
< 0.01%
COM
PIO
< 0.01%
GBL WTR PORT
EMN
< 0.01%
COM
PPG
< 0.01%
COM
HRS
< 0.01%
COM
CIT
< 0.01%
COM NEW
EMGF
< 0.01%
FACTORSELECT MSC
CRM
< 0.01%
COM
CVX
< 0.01%
COM
MPC
< 0.01%
COM
TLT
< 0.01%
20+ YR TR BD ETF
SO
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
PBI
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
MTN
< 0.01%
COM
LXP
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
AFG
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
BUD
< 0.01%
SPONSORED ADR
K
< 0.01%
COM
EMR
< 0.01%
COM
HON
< 0.01%
COM
FRC
< 0.01%
COM
FISV
< 0.01%
COM
GPN
< 0.01%
COM
XYL
< 0.01%
COM
BAX
< 0.01%
COM
OKE
< 0.01%
COM
X
< 0.01%
COM
AAL
< 0.01%
COM
TJX
< 0.01%
COM
INN
< 0.01%
COM
GD
< 0.01%
COM
ROK
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
NDAQ
< 0.01%
COM
KR
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
TXN
< 0.01%
COM
TWX
< 0.01%
COM NEW
WEC
< 0.01%
COM
SLB
< 0.01%
COM
CARB
< 0.01%
COM
SBRA
< 0.01%
COM
BIIB
< 0.01%
COM
MAA
< 0.01%
COM
ENS
< 0.01%
COM
WEN
< 0.01%
COM
EXC
< 0.01%
COM
CYBR
< 0.01%
SHS
ULBI
< 0.01%
COM
CPI
< 0.01%
IQ REAL RTN ETF
BC
< 0.01%
COM
NUAN
< 0.01%
COM
CMG
< 0.01%
COM
OCN
< 0.01%
COM NEW
NTRS
< 0.01%
COM
SJM
< 0.01%
COM NEW
ITT
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
VIPS
< 0.01%
SPONSORED ADR
HPE
< 0.01%
COM
HPQ
< 0.01%
COM
DXC
< 0.01%
COM
BLK
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
GG
< 0.01%
COM
CEQP
< 0.01%
UNIT LTD PARTNER
KMI
< 0.01%
COM
GT
< 0.01%
COM
KEY
< 0.01%
COM
CTRV
< 0.01%
COM
ASIX
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
WU
< 0.01%
COM
GM
< 0.01%
COM
FTR
< 0.01%
COM NEW
DEX
< 0.01%
COM
BIVV
< 0.01%
COM
VEC
< 0.01%
COM
BSJH
0.34%
GUG BLT2017 HY
BSCH
0.1%
GUGG CRP BD 2017
DMF
0.05%
COM
SKT
0.05%
COM
PCLN
0.04%
COM NEW
STWD
0.03%
COM
BHGE
0.02%
CL A
BTI
0.02%
SPONSORED ADR
DDR
0.02%
COM
HCN
0.01%
COM
SPG
0.01%
COM
MAC
0.01%
COM
SPH
< 0.01%
UNIT LTD PARTN
MFGP
< 0.01%
SPON ADR NEW
BBEP
< 0.01%
COM UT LTD PTN