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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
77
19
14
1
3
3
52
12
9
CAPITAL ADVISORS LTD LLC

Time Period2018-12-31

Total Holdings450

Total Value ($x1000)338,918
Activities
New29

Increased103

Unchanged255

Decreased63

Sold Out63

Top 10 Stock Holdingstotal 43.61%
SPY9.24

IWF5.89

USMV4.98

VIG4.28

IWD3.7

 
SDY3.6

IJK3.51

SPLV3.27

IJJ2.82

IJT2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.24%
TR UNIT
IWF
5.89%
RUS 1000 GRW ETF
USMV
4.98%
USA MIN VOL ETF
VIG
4.28%
DIV APP ETF
IWD
3.7%
RUS 1000 VAL ETF
SDY
3.6%
S&P DIVID ETF
IJK
3.51%
S&P MC 400GR ETF
SPLV
3.27%
S&P500 LOW VOL
IJJ
2.82%
S&P MC 400VL ETF
IJT
2.32%
SP SMCP600GR ETF
GSY
2.13%
ULTRA SHRT DUR
VTI
2.09%
TOTAL STK MKT
RSP
1.96%
S&P500 EQL WGT
IJS
1.79%
SP SMCP600VL ETF
EFAV
1.67%
EAFE MIN VOL ETF
IVW
1.57%
S&P 500 GRWT ETF
MINT
1.47%
ENHAN SHRT MAT
EFA
1.42%
MSCI EAFE ETF
VUG
1.32%
GROWTH ETF
PEY
1.25%
HIG YLD EQ DIV
HDV
1.11%
HIGH DIVIDND ETF
QUAL
1.08%
MSCI USA QLT FAC
VV
1.07%
LARGE CAP ETF
AGG
1.01%
CORE TOTUSBD ETF
VNQ
0.95%
REIT ETF
IGHG
0.93%
INVT INT RT HG
GSLC
0.9%
EQUITY ETF
TOTL
0.9%
SPDR TR TACTIC
IOO
0.81%
GLOBAL 100 ETF
MUB
0.75%
NAT AMT FREE BD
VTV
0.74%
VALUE ETF
VEU
0.71%
ALLWRLD EX US
QQQ
0.71%
UNIT SER 1
GSIE
0.7%
ACTIVEBETA INT
OEF
0.7%
S&P 100 ETF
VCIT
0.68%
INT-TERM CORP
PBP
0.67%
S&P500 BUY WRT
VIGI
0.6%
INTL DVD ETF
ITOT
0.51%
CORE S&P TTL STK
DVY
0.46%
SELECT DIVID ETF
SCHF
0.45%
INTL EQTY ETF
DGRO
0.45%
CORE DIV GRWTH
DON
0.43%
MIDCAP DIVI FD
VOT
0.43%
MCAP GR IDXVIP
SHM
0.42%
NUVN BR SHT MUNI
IGF
0.42%
GLB INFRASTR ETF
RWO
0.4%
DJ GLB RL ES ETF
DIA
0.4%
UT SER 1
MSFT
0.37%
COM
IDV
0.35%
INTL SEL DIV ETF
VCSH
0.35%
SHRT TRM CORP BD
SPHD
0.35%
S&P500 HDL VOL
JHMM
0.33%
MULTIFACTOR MI
AAPL
0.33%
COM
EQAL
0.33%
RUSEL 1000 EQL
REGL
0.32%
MDCP 400 DIVID
LDUR
0.29%
LOW DURTN ETF
IYR
0.29%
U.S. REAL ES ETF
IJR
0.29%
CORE S&P SCP ETF
NOC
0.28%
COM
PPA
0.27%
AEROSPACE DEFN
VOE
0.24%
MCAP VL IDXVIP
IXN
0.24%
GLOBAL TECH ETF
IHDG
0.24%
ITL HDG DIV GT
EEM
0.24%
MSCI EMG MKT ETF
XLF
0.23%
SBI INT-FINL
VWO
0.23%
FTSE EMR MKT ETF
IJH
0.22%
CORE S&P MCP ETF
PID
0.22%
INTL DIVI ACHI
IEFA
0.22%
CORE MSCI EAFE
ICF
0.22%
COHEN&STEER REIT
VEA
0.21%
FTSE DEV MKT ETF
XLU
0.21%
SBI INT-UTILS
DHS
0.21%
EQTY INC ETF
NEAR
0.21%
SHT MAT BD ETF
DIM
0.2%
INTL MIDCAP DV
VRP
0.2%
VAR RATE PFD
JKE
0.19%
MRNGSTR LG-CP GR
PKW
0.19%
BUYBACK ACHIEV
PFE
0.19%
COM
MMP
0.19%
COM UNIT RP LP
FLOT
0.19%
FLTG RATE BD ETF
RWR
0.18%
DJ REIT ETF
INTF
0.18%
FCTSL MSCI INT
IWM
0.18%
RUSSELL 2000 ETF
PFFD
0.17%
US PFD ETF
QEFA
0.17%
EAFE QUAL MIX
AMLP
0.17%
ALERIAN MLP
FLRN
0.16%
INV GRD FLT RT
LLY
0.16%
COM
IGRO
0.16%
INTL DIV GRWTH
PUI
0.15%
DWA UTILS MUMT
IEMG
0.15%
CORE MSCI EMKT
PFF
0.15%
U.S. PFD STK ETF
QEMM
0.15%
EM QUAL MIX
HYG
0.14%
IBOXX HI YD ETF
EEMV
0.14%
EM MK MINVOL ETF
HYS
0.14%
0-5 HIGH YIELD
MLPA
0.13%
GLBL X MLP ETF
MTUM
0.13%
MSCI USAMOMFCT
SJNK
0.13%
SHT TRM HGH YLD
BNDX
0.12%
INTL BD IDX ETF
HEFA
0.12%
HDG MSCI EAFE
HYMB
0.11%
NUV HGHYLD MUN
MDY
0.11%
UTSER1 S&PDCRP
EPD
0.11%
COM
AMGN
0.11%
COM
IDU
0.11%
U.S. UTILITS ETF
IVE
0.1%
S&P 500 VAL ETF
IWO
0.1%
RUS 2000 GRW ETF
GLD
0.1%
GOLD SHS
BMY
0.1%
COM
IWB
0.1%
RUS 1000 ETF
JPM
0.09%
COM
MMM
0.09%
COM
XOM
0.09%
COM
BRK.A
0.09%
CL A
VNQI
0.09%
GLB EX US ETF
PEP
0.09%
COM
MCD
0.08%
COM
CLX
0.08%
COM
VTEB
0.08%
TAX-EXEMPT BD
VFMF
0.08%
US MULTIFACTOR
JNJ
0.08%
COM
RNP
0.08%
COM
CSCO
0.08%
COM
HTD
0.08%
COM
MDT
0.08%
SHS
MO
0.08%
COM
DLS
0.07%
INTL SMCAP DIV
VO
0.07%
MID CAP ETF
AEP
0.07%
COM
PM
0.07%
COM
UTF
0.07%
COM
AMZN
0.07%
COM
MDYG
0.07%
S&P 400 MDCP GRW
XLK
0.06%
TECHNOLOGY
IVV
0.06%
CORE S&P500 ETF
TFI
0.06%
NUVN BRCLY MUNI
CNC
0.06%
COM
HII
0.06%
COM
ACWI
0.06%
MSCI ACWI ETF
VB
0.06%
SMALL CP ETF
CVY
0.06%
ZACKS MULT AST
ORCL
0.06%
COM
PSCF
0.06%
S&P SMLCP FINL
MUNI
0.06%
INTER MUN BD ST
XLE
0.06%
SBI INT-ENERGY
VYM
0.06%
HIGH DIV YLD
SPHQ
0.06%
S&P500 QUALITY
SUB
0.06%
SHT NTLAMTFR ETF
NFRA
0.05%
STOXX GLOBR INF
SDIV
0.05%
GLB X SUPERDIV
JHMD
0.05%
MULTI INTL ETF
DOO
0.05%
INTL DIV EX FINL
ADBE
0.05%
COM
ROST
0.05%
COM
TPYP
0.05%
TORTOISE NRAM PI
UTX
0.05%
COM
MRK
0.05%
COM
BA
0.05%
COM
ABT
0.05%
COM
FB
0.05%
CL A
FPE
0.05%
PFD SECS INC ETF
FDN
0.05%
DJ INTERNT IDX
NOBL
0.05%
S&P 500 ARISTO
MDLZ
0.05%
CL A
PGX
0.05%
PFD ETF
FUN
0.04%
DEPOSITRY UNIT
DES
0.04%
SMALLCAP DIVID
IXUS
0.04%
CORE MSCITOTAL
SCZ
0.04%
EAFE SML CP ETF
VTHR
0.04%
VNG RUS3000IDX
EVT
0.04%
COM
QCOM
0.04%
COM
HPQ
0.04%
COM
VPL
0.04%
MEGA CAP GRO ETF
VBR
0.04%
SM CP VAL ETF
FRC
0.04%
COM
BSV
0.04%
SHORT TRM BOND
RHT
0.04%
COM
FTY
0.04%
REAL EST 50 ETF
MA
0.04%
CL A
DGRW
0.04%
US DIVD GRT FD
COR
0.04%
COM
VZ
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
JPZ
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
EWSC
0.04%
S&P SML 600 EQ
HEI
0.04%
COM
DAL
0.04%
COM NEW
EXT
0.04%
TTL EARNING FD
NTR
0.04%
COM
VNLA
0.03%
SHORT DUR ETF
CBS
0.03%
CL B
COST
0.03%
COM
GOOG
0.03%
CAP STK CL C
NEE
0.03%
COM
PSA
0.03%
COM
HD
0.03%
COM
VPU
0.03%
UTILITIES ETF
MXIM
0.03%
COM
SPYG
0.03%
S&P 500 GROWTH
ITW
0.03%
COM
EMGF
0.03%
FACTORSELECT MSC
ICLR
0.03%
SHS
STWD
0.03%
COM
ABBV
0.03%
COM
DGX
0.03%
COM
IDXX
0.03%
COM
LOW
0.03%
COM
ARI
0.03%
COM
GEM
0.03%
ACTIVEBETA EME
DGRE
0.03%
EM MKTS DVD GROW
VOX
0.03%
TELCOMM ETF
EWJ
0.03%
MSCI JPN ETF NEW
ETE
0.03%
COM UT LTD PTN
ENFR
0.03%
ALERIAN ENERGY
MET
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
IDEV
0.03%
CORE MSCI INTL
LARE
0.02%
TIERRA XP LATIN
BDX
0.02%
COM
DWM
0.02%
DEFA FD
CHKP
0.02%
ORD
BSCJ
0.02%
BULSHS 2019 CB
SYY
0.02%
COM
PSX
0.02%
COM
BAH
0.02%
CL A
BHK
0.02%
SHS BEN INT
KHC
0.02%
COM
BRK.B
0.02%
CL B NEW
AFL
0.02%
COM
V
0.02%
COM CL A
DEO
0.02%
SPON ADR NEW
ADP
0.02%
COM
DRW
0.02%
GLB EX US RL EST
YUM
0.02%
COM
HRS
0.02%
COM
USG
0.02%
COM NEW
NFLX
0.02%
COM
GD
0.02%
COM
PG
0.02%
COM
NSC
0.02%
COM
ADI
0.02%
COM
MBB
0.02%
MBS ETF
IP
0.02%
COM
NDSN
0.02%
COM
PH
0.02%
COM
BC
0.02%
COM
C
0.02%
COM NEW
WEC
0.02%
COM
BXMT
0.02%
COM CL A
BOND
0.02%
TOTL RETN ETF
VFC
0.02%
COM
DBEF
0.02%
XTRAK MSCI EAFE
SLF
0.02%
COM
PAYX
0.02%
COM
CB
0.02%
COM
ISCF
0.02%
MSCI INT SMLCP
USB
0.02%
COM NEW
EQWM
0.02%
RUSEL MDCP EQL
TRMK
0.02%
COM
JKH
0.02%
MRGSTR MD CP GRW
COF
0.02%
COM
WMT
0.02%
COM
EZM
0.02%
MDCP EARN FUND
VTR
0.02%
COM
TSCO
0.02%
COM
ACN
0.02%
SHS CLASS A
CVX
0.02%
COM
ES
0.02%
COM
LIN
0.02%
COM
DIS
0.02%
COM DISNEY
L
0.02%
COM
WPS
0.02%
INTL DEVPPTY ETF
APD
0.02%
COM
EMR
0.02%
COM
PAVE
0.02%
US INFR DEV
EWMC
0.02%
S&P MDCP400 EQ
SMDV
0.02%
RUSS 2000 DIVD
EQWS
0.02%
RUSEL 2000 EQL
ETN
0.01%
SHS
VBK
0.01%
SML CP GRW ETF
SCHM
0.01%
US MID-CAP ETF
SQ
0.01%
CL A
SCPB
0.01%
BARC SHT TR CP
JKI
0.01%
MRGSTR MD CP VAL
BLK
0.01%
COM
IBM
0.01%
COM
FDS
0.01%
COM
FFIV
0.01%
COM
T
0.01%
COM
LVHB
0.01%
LUNT LOW VOL HIG
MS
0.01%
COM NEW
NKE
0.01%
CL B
GOOGL
0.01%
CAP STK CL A
NVS
0.01%
SPONSORED ADR
FAST
0.01%
COM
VGK
0.01%
FTSE EUROPE ETF
DOL
0.01%
INTL LRGCAP DV
GXC
0.01%
S&P CHINA ETF
CL
0.01%
COM
IFGL
0.01%
INTL DEV RE ETF
GILD
0.01%
COM
PANW
0.01%
COM
SNY
0.01%
SPONSORED ADR
TGT
0.01%
COM
XLI
0.01%
SBI INT-INDS
XMLV
0.01%
S&P MIDCP LOW
MLPX
0.01%
GLB X MLP ENRG I
INTC
0.01%
COM
DFS
0.01%
COM
TTWO
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
ALL
0.01%
COM
KMB
0.01%
COM
PII
0.01%
COM
BSJJ
0.01%
BULSHS 2019 HY
YUMC
0.01%
COM
JNPR
0.01%
COM
IDLV
0.01%
S&P INTL LOW
ONEQ
0.01%
NDQ CP IDX TRK
SYMC
0.01%
COM
JPC
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
SLY
0.01%
S&P 600 SML CAP
TSLA
0.01%
COM
WY
0.01%
COM
IWV
0.01%
RUSSELL 3000 ETF
E
0.01%
SPONSORED ADR
UGI
0.01%
COM
BP
0.01%
SPONSORED ADR
UAL
0.01%
COM
MKC
0.01%
COM NON VTG
EV
0.01%
COM NON VTG
FTSM
0.01%
FIRST TR ENH NEW
SBUX
0.01%
COM
CI
0.01%
COM
KO
0.01%
COM
HIG
0.01%
COM
UPS
0.01%
CL B
ACWX
0.01%
MSCI ACWI US ETF
PNC
0.01%
COM
UNH
0.01%
COM
SKYY
0.01%
ISE CLOUD COMP
PGR
0.01%
COM
LB
0.01%
COM
SLYV
< 0.01%
S&P 600 SMCP VAL
DWDP
< 0.01%
COM
COP
< 0.01%
COM
PPR
< 0.01%
SH BEN INT
AABA
< 0.01%
COM
CRM
< 0.01%
COM
DLN
< 0.01%
LARGECAP DIVID
BKT
< 0.01%
COM
HCP
< 0.01%
COM
CELG
< 0.01%
COM
WFC
< 0.01%
COM
AEE
< 0.01%
COM
LMT
< 0.01%
COM
MTU
< 0.01%
SPONSORED ADR
BKF
< 0.01%
MSCI BRIC INDX
EVX
< 0.01%
ENVIRONMENTAL SV
TD
< 0.01%
COM NEW
CAH
< 0.01%
COM
PPL
< 0.01%
COM
WBA
< 0.01%
COM
CME
< 0.01%
COM
PIO
< 0.01%
GLOBAL WATER
XSLV
< 0.01%
S&P SMLCP LOW
CMCSA
< 0.01%
CL A
BABA
< 0.01%
SPONSORED ADS
IEF
< 0.01%
7-10 Y TR BD ETF
IAU
< 0.01%
ISHARES
SO
< 0.01%
COM
LUV
< 0.01%
COM
NUAN
< 0.01%
COM
MPC
< 0.01%
COM
TMO
< 0.01%
COM
EMN
< 0.01%
COM
TJX
< 0.01%
COM
PFG
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
MTN
< 0.01%
COM
BAX
< 0.01%
COM
XYL
< 0.01%
COM
AMX
< 0.01%
SPON ADR L SHS
CYBR
< 0.01%
SHS
LXP
< 0.01%
COM
GPN
< 0.01%
COM
NDAQ
< 0.01%
COM
OKE
< 0.01%
COM
TLT
< 0.01%
20+ YR TR BD ETF
HON
< 0.01%
COM
PPG
< 0.01%
COM
KR
< 0.01%
COM
K
< 0.01%
COM
TXN
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
ROK
< 0.01%
COM
PBI
< 0.01%
COM
EXC
< 0.01%
COM
ENS
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
CARB
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
MAA
< 0.01%
COM
DHR
< 0.01%
COM
BIIB
< 0.01%
COM
AAL
< 0.01%
COM
CMG
< 0.01%
COM
WEN
< 0.01%
COM
GE
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
X
< 0.01%
COM
ULBI
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
NTRS
< 0.01%
COM
CPI
< 0.01%
IQ REAL RTN ETF
HBAN
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
ITT
< 0.01%
COM
SLB
< 0.01%
COM
TWOK
< 0.01%
SPDR RUSSEL 2000
SJM
< 0.01%
COM NEW
BBY
< 0.01%
COM
GCC
< 0.01%
SHS BEN INT
OCN
< 0.01%
COM NEW
SHLD
< 0.01%
COM
HPE
< 0.01%
COM
KMI
< 0.01%
COM
KEY
< 0.01%
COM
DEM
< 0.01%
EMERG MKTS ETF
GM
< 0.01%
COM
DXC
< 0.01%
COM
BSCI
< 0.01%
BULSHS2018 COR
CTRV
< 0.01%
COM NEW
GM/WS/B
< 0.01%
*W EXP 07/10/201
ASIX
< 0.01%
COM
GTX
< 0.01%
COM
REZI
< 0.01%
COM
GPRO
< 0.01%
CL A
PRSP
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
VRTS
< 0.01%
COM
FE
< 0.01%
COM
AOBC
< 0.01%
COM
WU
< 0.01%
COM
EMB
0.28%
JP MOR EM MK ETF
BND
0.09%
TOTAL BND MRKT
PCY
0.07%
EMRNG MKT SVRG
APTV
0.04%
SHS
CGC
0.04%
COM
PNR
0.04%
SHS
RSCO
0.04%
SM CAP COMPLETE
BPK
0.03%
COM
BSJI
0.03%
BULSHS 2018 HY
ETP
0.03%
UNIT LTD PRT INT
NAD
0.03%
COM
DBC
0.03%
UNIT
ITR
0.03%
INTR TRM CORP BD
AMRN
0.02%
SPONS ADR NEW
MMU
0.02%
COM
SEA
0.02%
SHIPPING ETF
RGA
0.02%
COM NEW
ATVI
0.02%
COM
PX
0.02%
COM
HUN
0.02%
COM
MKSI
0.01%
COM
RACE
0.01%
COM
BLOK
0.01%
BLOCKCHAIN LDR
XSOE
0.01%
EM EX ST-OWNED
ESRX
0.01%
COM
GIS
0.01%
COM
GSK
0.01%
SPONSORED ADR
GMM
0.01%
EMERG MKTS ETF
WPP
0.01%
ADR
TI
0.01%
SPON ADR ORD
EA
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
SOR
0.01%
COM
UBS
0.01%
SHS
ORAN
0.01%
SPONSORED ADR
CHL
0.01%
SPONSORED ADR
CS
0.01%
SPONSORED ADR
AEG
< 0.01%
NY REGISTRY SH
CX
< 0.01%
SPON ADR NEW
ERJ
< 0.01%
SP ADR REP 4 COM
IGT
< 0.01%
SHS USD
NOK
< 0.01%
SPONSORED ADR
HMC
< 0.01%
AMERN SHS
ERIC
< 0.01%
ADR B SEK 10
VIV
< 0.01%
SPONSORED ADR
CIT
< 0.01%
COM NEW
BCS
< 0.01%
ADR
SHG
< 0.01%
SPN ADR RESTRD
PBR/A
< 0.01%
SP ADR NON VTG
SGMS
< 0.01%
CL A
PKX
< 0.01%
SPONSORED ADR
CRH
< 0.01%
ADR
HBC
< 0.01%
SPON ADR NEW
ENIC
< 0.01%
SPON ADR
INN
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
FL
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
VIAB
< 0.01%
CL B
CEQP
< 0.01%
UNIT LTD PARTNER
VIPS
< 0.01%
SPONSORED ADR
FTR
< 0.01%
COM NEW
DEX
< 0.01%
COM