Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
88
21
9
3
4
1
48
6
5
CAPITAL INVESTMENT ADVISORS LLC

Time Period2017-12-31

Total Holdings487

Total Value ($x1000)1,532,517
Activities
New30

Increased160

Unchanged71

Decreased226

Sold Out12

Top 10 Stock Holdingstotal 30.9%
SDY6.41

ACWX4.64

XLF3.3

IJH3.19

XLK2.91

 
IJR2.41

VCSH2.33

HD2.27

DVY1.87

XLI1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
6.41%
S&P DIVID ETF
ACWX
4.64%
MSCI ACWI US ETF
XLF
3.3%
SBI INT-FINL
IJH
3.19%
CORE S&P MCP ETF
XLK
2.91%
TECHNOLOGY
IJR
2.41%
CORE S&P SCP ETF
VCSH
2.33%
SHRT TRM CORP BD
HD
2.27%
COM
DVY
1.87%
SELECT DIVID ETF
XLI
1.57%
SBI INT-INDS
LQD
1.52%
IBOXX INV CP ETF
VNQ
1.38%
REIT ETF
IBDP
1.25%
IBND DEC24 ETF
JNJ
1.24%
COM
MBB
1.21%
MBS ETF
EMLP
1.19%
NO AMER ENERGY
XLE
1.17%
SBI INT-ENERGY
IBDQ
1.13%
IBND DEC25 ETF
GOOGL
1.03%
CAP STK CL A
VWO
1%
FTSE EMR MKT ETF
SO
1%
COM
INTC
0.95%
COM
PFE
0.9%
COM
HYG
0.9%
IBOXX HI YD ETF
AAPL
0.89%
COM
IVV
0.89%
CORE S&P500 ETF
BSV
0.85%
SHORT TRM BOND
CSCO
0.84%
COM
BAC
0.84%
COM
VZ
0.81%
COM
T
0.81%
COM
MLPI
0.8%
ALERIAN INFRST
PG
0.73%
COM
IBDO
0.71%
IBND DEC23 ETF
VYMI
0.65%
INTL HIGH ETF
IBM
0.61%
COM
XOM
0.61%
COM
KO
0.6%
COM
HYT
0.59%
COM
BA
0.58%
COM
REM
0.56%
MRG RL ES CP ETF
MCD
0.55%
COM
IYW
0.55%
U.S. TECH ETF
MSFT
0.55%
COM
XLU
0.54%
SBI INT-UTILS
MO
0.53%
COM
BDJ
0.5%
COM
LMT
0.5%
COM
QCOM
0.47%
COM
JPM
0.46%
COM
PM
0.45%
COM
BTZ
0.44%
COM
IBDN
0.43%
IBND DEC22 ETF
CVX
0.42%
COM
WFC
0.42%
COM
AMZN
0.4%
COM
XLV
0.4%
SBI HEALTHCARE
IBDM
0.39%
IBND DEC21 ETF
BIV
0.38%
INTERMED TERM
NRZ
0.37%
COM
NSC
0.36%
COM
EFA
0.35%
MSCI EAFE ETF
CWI
0.35%
MSCI ACWI EXUS
XLY
0.35%
SBI CONS DISCR
BGB
0.35%
COM SHS BEN IN
C
0.34%
COM NEW
HEDJ
0.34%
EUROPE HEDGED EQ
BND
0.32%
TOTAL BND MRKT
MRK
0.32%
COM
SYY
0.31%
COM
FLRN
0.31%
INV GRD FLT RT
GE
0.31%
COM
EPD
0.31%
COM
ISD
0.3%
COM
BHK
0.3%
SHS BEN INT
ETN
0.29%
SHS
IYH
0.29%
US HLTHCARE ETF
PAYX
0.29%
COM
DWDP
0.28%
COM
VIG
0.28%
DIV APP ETF
HCN
0.27%
COM
MGC
0.27%
MEGA CAP INDEX
DIS
0.26%
COM DISNEY
DUK
0.25%
COM NEW
CAT
0.25%
COM
UTX
0.25%
COM
AEE
0.25%
COM
LYB
0.25%
SHS - A -
PBCT
0.24%
COM
XLP
0.24%
SBI CONS STPLS
AMGN
0.24%
COM
FEZ
0.24%
EURO STOXX 50
MUB
0.24%
NAT AMT FREE BD
ORCL
0.24%
COM
HBAN
0.24%
COM
LNT
0.22%
COM
BRK.B
0.22%
CL B NEW
SPY
0.22%
TR UNIT
AMJ
0.22%
ALERIAN ML ETN
GS
0.22%
COM
HIO
0.22%
COM
VTA
0.22%
COM
PEP
0.21%
COM
NVG
0.21%
COM
HST
0.21%
COM
AWF
0.21%
COM
GOV
0.2%
COM SHS BEN INT
SJNK
0.2%
SHT TRM HGH YLD
SNH
0.2%
SH BEN INT
EEM
0.2%
MSCI EMG MKT ETF
BLW
0.19%
COM SHS
LLY
0.19%
COM
ETP
0.19%
UNIT LTD PARTN
VLO
0.18%
COM
BMY
0.18%
COM
DXJ
0.18%
JAPN HEDGE EQT
F
0.18%
COM PAR $0.01
TIP
0.18%
TIPS BD ETF
ACP
0.18%
COM
HYI
0.18%
COM
PHT
0.17%
COM
ABBV
0.17%
COM
ICF
0.16%
COHEN&STEER REIT
D
0.16%
COM
V
0.16%
COM CL A
PID
0.16%
INTL DIV ACHV
NLY
0.16%
COM
DSU
0.15%
COM
EHI
0.15%
COM
GILD
0.15%
COM
NZF
0.15%
COM SH BEN INT
SPG
0.15%
COM
CAG
0.15%
COM
MMM
0.14%
COM
ARDC
0.14%
COM
CMI
0.14%
COM
PBA
0.14%
COM
MAR
0.14%
CL A
PSA
0.14%
COM
BGX
0.14%
COM SHS BN INT
VKI
0.13%
SH BEN INT
NEA
0.13%
COM
IEFA
0.13%
CORE MSCI EAFE
RNP
0.13%
COM
GIS
0.12%
COM
ED
0.12%
COM
FIRST TR...
0.12%
COM SHS
IWC
0.12%
MICRO-CAP ETF
WMT
0.12%
COM
IEMG
0.12%
CORE MSCI EMKT
HYLS
0.12%
FIRST TR TA HIYL
KMI
0.12%
COM
APD
0.11%
COM
CSJ
0.11%
1-3 YR CR BD ETF
MUI
0.11%
COM
UPS
0.11%
CL B
NAD
0.11%
COM
NKE
0.1%
CL B
GHY
0.1%
COM
TSS
0.1%
COM
HIX
0.1%
COM
NKG
0.1%
COM
UNP
0.1%
COM
MAIN
0.1%
COM
FPL
0.1%
COM
IIM
0.1%
COM
WMB
0.1%
COM
MCK
0.1%
COM
AGG
0.09%
CORE TOTUSBD ETF
GOOG
0.09%
CAP STK CL C
GPC
0.09%
COM
STI
0.09%
COM
SUB
0.09%
SHT NTLAMTFR ETF
KR
0.09%
COM
HEP
0.09%
COM UT LTD PTN
FB
0.09%
CL A
OXY
0.09%
COM
COP
0.09%
COM
JPC
0.09%
COM
KMB
0.09%
COM
ITE
0.09%
BRCLYS INTER ETF
EMB
0.09%
JP MOR EM MK ETF
CIM
0.09%
COM
ERC
0.08%
COM SHS
JPS
0.08%
COM
SEP
0.08%
COM
AFL
0.08%
COM
SCHD
0.08%
US DIVIDEND EQ
NHF
0.08%
COM
MFL
0.08%
COM
MHI
0.08%
COM SHS
UNH
0.08%
COM
FRA
0.08%
COM
BFK
0.08%
BRIC ETF
CVS
0.08%
COM
KTF
0.08%
COM
BLK
0.07%
COM
IBDL
0.07%
DEC 2020 CORP
IVH
0.07%
COM
KIO
0.07%
COM
PMO
0.07%
SH BEN INT
IBB
0.07%
NASDQ BIOTEC ETF
AFB
0.07%
COM
SBR
0.07%
UNIT BEN INT
HON
0.07%
COM
NXRT
0.07%
COM
GGG
0.07%
COM
MMU
0.07%
COM
RDS/A
0.07%
SPONS ADR A
EOT
0.07%
COM SHS
PGF
0.07%
FINL PFD PTFL
MDT
0.07%
COM
GLD
0.07%
GOLD SHS
JNK
0.07%
BRC HGH YLD BD
AFT
0.07%
COM
IDU
0.06%
U.S. UTILITS ETF
LMBS
0.06%
FST LOW MTG ETF
AGN
0.06%
SHS
DTE
0.06%
COM
PMM
0.06%
COM
AEP
0.06%
COM
NCV
0.06%
COM
VOO
0.06%
SHS
NEE
0.06%
COM
SLB
0.06%
COM
ACWI
0.06%
MSCI ACWI ETF
PAA
0.06%
UNIT LTD PARTN
LEO
0.06%
COM
SCHP
0.06%
US TIPS ETF
MAV
0.06%
COM
COG
0.06%
COM
IQI
0.06%
COM
MDLZ
0.06%
CL A
EEP
0.05%
COM
ETR
0.05%
COM
ALL
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
SJM
0.05%
COM NEW
EVV
0.05%
COM
PHD
0.05%
COM
DGX
0.05%
COM
BBT
0.05%
COM
OAK
0.05%
UNIT 99/99/9999
SLQD
0.05%
0-5YR INVT GR CP
BKF
0.05%
MSCI BRIC INDX
HPI
0.05%
SH BEN INT
IYZ
0.05%
U.S. TELECOM ETF
KHC
0.05%
COM
UDOW
0.05%
ULTRPRO DOW30
XLRE
0.04%
RL EST SEL SEC
K
0.04%
COM
NHS
0.04%
COM
TGT
0.04%
COM
NRP
0.04%
COM UNIT L P
VTI
0.04%
TOTAL STK MKT
MCHP
0.04%
COM
EFT
0.04%
COM
JFR
0.04%
COM
AXP
0.04%
COM
GM
0.04%
COM
CMCSA
0.04%
CL A
COST
0.04%
COM
HPS
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
CL
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
EVG
0.04%
COM
HAL
0.04%
COM
CAH
0.04%
COM
IYC
0.04%
U.S. CNSM SV ETF
HRS
0.04%
COM
ARCC
0.04%
COM
BTI
0.04%
SPONSORED ADR
LDP
0.04%
COM
VKQ
0.04%
COM
MS
0.04%
COM NEW
LOW
0.04%
COM
CPB
0.04%
COM
CNOB
0.04%
COM
PFG
0.04%
COM
TQQQ
0.04%
ULTRAPRO QQQ
EFX
0.04%
COM
MON
0.03%
COM
FXI
0.03%
CHINA LG-CAP ETF
PGX
0.03%
AGG PFD PORT
PML
0.03%
COM
JHI
0.03%
COM
PII
0.03%
COM
IYE
0.03%
U.S. ENERGY ETF
XES
0.03%
OILGAS EQUIP
GD
0.03%
COM
HRL
0.03%
COM
DIA
0.03%
UT SER 1
BLV
0.03%
LONG TERM BOND
DMF
0.03%
COM
OIA
0.03%
COM
RTN
0.03%
COM NEW
DBJP
0.03%
XTRAK MSCI JAPN
AMD
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
JRI
0.03%
COM
SCHW
0.03%
COM
DE
0.03%
COM
ABT
0.03%
COM
WPZ
0.03%
COM UNIT L P
AVY
0.03%
COM
ELD
0.03%
EM LCL DEBT FD
QQQ
0.03%
UNIT SER 1
BDX
0.03%
COM
RA
0.03%
SHS BEN INT
NUV
0.03%
COM
MMP
0.03%
COM UNIT RP LP
FAM
0.03%
COM SHS
BGT
0.03%
COM
PPR
0.03%
SH BEN INT
EFR
0.03%
COM
KST
0.03%
SHS
PYPL
0.03%
COM
IEI
0.03%
3-7 YR TR BD ETF
CMS
0.03%
COM
MHD
0.03%
COM
PEG
0.03%
COM
WBA
0.03%
COM
NXR
0.03%
SH BEN INT
NFJ
0.03%
COM
XLB
0.03%
SBI MATERIALS
CB
0.03%
COM
CSX
0.03%
COM
WM
0.03%
COM
HPF
0.03%
COM
PBT
0.03%
UNIT BEN INT
FTF
0.03%
COM
MPC
0.03%
COM
ECON
0.03%
EGS EMKTCONS ETF
TCP
0.03%
UT COM LTD PRT
EAD
0.03%
COM SHS
DSM
0.03%
COM
YUM
0.03%
COM
PTY
0.03%
COM
EDD
0.02%
COM
PPT
0.02%
SH BEN INT
LH
0.02%
COM NEW
PSX
0.02%
COM
EOI
0.02%
COM
EWJ
0.02%
MSCI JAPAN ETF
MYI
0.02%
COM
EVF
0.02%
SH BEN INT
NCZ
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
VV
0.02%
LARGE CAP ETF
AVK
0.02%
COM
OHI
0.02%
COM
ANGL
0.02%
FALLEN ANGEL HG
HDV
0.02%
HIGH DIVIDND ETF
GSK
0.02%
SPONSORED ADR
CAPE
0.02%
BARC ETN+SHILL
VUG
0.02%
GROWTH ETF
IWB
0.02%
RUS 1000 ETF
VGM
0.02%
COM
PLD
0.02%
COM
DAL
0.02%
COM NEW
IJS
0.02%
SP SMCP600VL ETF
AMAT
0.02%
COM
SBUX
0.02%
COM
FPF
0.02%
COM
ROK
0.02%
COM
KSM
0.02%
COM
NVS
0.02%
SPONSORED ADR
DHG
0.02%
COM
BYM
0.02%
COM
NSL
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
PNW
0.02%
COM
SHY
0.02%
1-3 YR TR BD ETF
VB
0.02%
SMALL CP ETF
FE
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
MA
0.02%
CL A
MUE
0.02%
COM
RQI
0.02%
COM
CA
0.02%
COM
ABC
0.02%
COM
MQT
0.02%
COM
HR
0.02%
COM
VMO
0.02%
COM
FLC
0.02%
COM
BRK.A
0.02%
CL A
CELG
0.02%
COM
HPQ
0.02%
COM
EMR
0.02%
COM
BKT
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
MFM
0.02%
SH BEN INT
GWW
0.02%
COM
OKE
0.02%
COM
MSI
0.02%
COM NEW
ESD
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
GXC
0.02%
S&P CHINA ETF
HP
0.02%
COM
CHI
0.02%
SH BEN INT
WY
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
SAN JUAN...
0.02%
UNIT BEN INT
PSF
0.02%
COM
TXN
0.02%
COM
BIB
0.02%
PSHS ULT NASB
ADP
0.02%
COM
PRU
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
ITR
0.02%
INTR TRM CORP BD
REZ
0.02%
RESID RL EST CAP
BABA
0.02%
SPONSORED ADS
NXQ
0.02%
SH BEN INT
BX
0.02%
COM UNIT LTD
IYY
0.02%
DOW JONES US ETF
DLS
0.02%
INTL SMCAP DIV
USB
0.02%
COM NEW
SNP
0.02%
SPON ADR H SHS
THQ
0.02%
SHS
GPM
0.02%
COM
THRK
0.02%
RUSSELL 3000 ETF
LEG
0.02%
COM
KMM
0.02%
SHS
OXM
0.01%
COM
COL
0.01%
COM
EIX
0.01%
COM
IYG
0.01%
U.S. FIN SVC ETF
AON
0.01%
SHS CL A
NXP
0.01%
SH BEN INT
WHR
0.01%
COM
IP
0.01%
COM
ADM
0.01%
COM
SCPB
0.01%
BARC SHT TR CP
EBAY
0.01%
COM
GRMN
0.01%
SHS
EWZ
0.01%
MSCI BRZ CAP ETF
PNC
0.01%
COM
CSQ
0.01%
COM SH BEN INT
CIK
0.01%
COM
VAC
0.01%
COM
ANDV
0.01%
COM
NVDA
0.01%
COM
BBN
0.01%
SHS
ENB
0.01%
COM
CTL
0.01%
COM
ACN
0.01%
SHS CLASS A
HCN/PI
0.01%
PFD PER CON I
HPE
0.01%
COM
RPAI
0.01%
CL A
MUC
0.01%
COM
BBK
0.01%
COM
MQY
0.01%
COM
SCD
0.01%
COM
FSD
0.01%
COM
WSR
0.01%
COM
ANH
0.01%
COM
CLNS
0.01%
COM
MPW
0.01%
COM
EIM
0.01%
COM
PAI
0.01%
COM
AIF
0.01%
COM
PMF
0.01%
COM
VVR
0.01%
COM
BLE
0.01%
COM
MVF
0.01%
COM
PMX
0.01%
COM
IYR
0.01%
U.S. REAL ES ETF
HTGC
0.01%
COM
AGD
0.01%
COM
JQC
0.01%
COM SHS
MMT
0.01%
SH BEN INT
IGR
0.01%
COM
EVT
0.01%
COM
EOD
0.01%
COM
ETJ
0.01%
COM
PSEC
0.01%
COM
NRO
0.01%
COM
EXG
0.01%
COM
CXE
0.01%
SH BEN INT
PGH
0.01%
COM
DHF
< 0.01%
SH BEN INT
CPLP
< 0.01%
COM UNIT LP
NNA
< 0.01%
SHS
HGT
< 0.01%
UNIT BEN INT
AVGR
< 0.01%
COM
SPYGLASS...
< 0.01%
COM UNIT LP
CARZ
0.03%
AUTO INDEX FD
BIIB
0.03%
COM
OMC
0.02%
COM
BPL
0.02%
UNIT LTD PARTN
NI
0.01%
COM
CLX
0.01%
COM
EXC
0.01%
COM
SNR
0.01%
COM
AGD
0.01%
COM NEW
WPX
0.01%
COM
MSD
0.01%
COM
CLD
< 0.01%
COM