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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
88
20
9
3
4
0
47
8
5
CAPITAL INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings476

Total Value ($x1000)1,499,894
Activities
New19

Increased222

Unchanged41

Decreased194

Sold Out38

Top 10 Stock Holdingstotal 28.89%
SDY6.21

ACWX4.21

VCSH2.92

IJH2.9

XLF2.6

 
XLK2.57

IJR2.19

HD2.11

EMLP1.59

DVY1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
6.21%
S&P DIVID ETF
ACWX
4.21%
MSCI ACWI US ETF
VCSH
2.92%
SHRT TRM CORP BD
IJH
2.9%
CORE S&P MCP ETF
XLF
2.6%
SBI INT-FINL
XLK
2.57%
TECHNOLOGY
IJR
2.19%
CORE S&P SCP ETF
HD
2.11%
COM
EMLP
1.59%
NO AMER ENERGY
DVY
1.59%
SELECT DIVID ETF
IBDP
1.55%
IBND DEC24 ETF
FLRN
1.45%
INV GRD FLT RT
IBDQ
1.39%
IBND DEC25 ETF
JNJ
1.33%
COM
VYMI
1.32%
INTL HIGH ETF
VNQ
1.27%
REIT ETF
SO
1.27%
COM
XLE
1.19%
SBI INT-ENERGY
VWO
1.18%
FTSE EMR MKT ETF
PFE
1.17%
COM
GOOGL
1.11%
CAP STK CL A
T
1.1%
COM
VZ
1.06%
COM
INTC
1.04%
COM
CSCO
1.02%
COM
PG
0.95%
COM
AAPL
0.94%
COM
XOM
0.89%
COM
IBDO
0.88%
IBND DEC23 ETF
IVV
0.86%
CORE S&P500 ETF
QCOM
0.78%
COM
BAC
0.76%
COM
XLI
0.75%
SBI INT-INDS
MRK
0.72%
COM
MO
0.71%
COM
LQD
0.69%
IBOXX INV CP ETF
KO
0.68%
COM
BSV
0.67%
SHORT TRM BOND
MSFT
0.64%
COM
HYG
0.6%
IBOXX HI YD ETF
BA
0.58%
COM
AMZN
0.58%
COM
IBDN
0.57%
IBND DEC22 ETF
SPG
0.55%
COM
XLU
0.55%
SBI INT-UTILS
IBDM
0.54%
IBND DEC21 ETF
BTZ
0.54%
COM
BDJ
0.52%
COM
IYW
0.51%
U.S. TECH ETF
HYT
0.49%
COM
IBM
0.49%
COM
JPM
0.46%
COM
REM
0.46%
MRG RL ES CP ETF
MLPI
0.44%
ALERIAN INFRST
VLO
0.44%
COM
FENY
0.44%
MSCI ENERGY IDX
DIS
0.42%
COM DISNEY
CMI
0.42%
COM
LMT
0.42%
COM
XLV
0.41%
SBI HEALTHCARE
EPD
0.41%
COM
CVX
0.4%
COM
BHK
0.38%
SHS BEN INT
ITW
0.36%
COM
OMC
0.35%
COM
NSC
0.35%
COM
BLK
0.34%
COM
CWI
0.33%
MSCI ACWI EXUS
TGT
0.33%
COM
UPS
0.32%
CL B
JFR
0.32%
COM
MCD
0.31%
COM
AMGN
0.31%
COM
XLY
0.31%
SBI CONS DISCR
WFC
0.3%
COM
PM
0.3%
COM
NRZ
0.3%
COM
MGC
0.3%
MEGA CAP INDEX
HIO
0.3%
COM
PSA
0.3%
COM
ABBV
0.29%
COM
BGB
0.29%
COM SHS BEN IN
LYB
0.29%
SHS - A -
IYH
0.29%
US HLTHCARE ETF
DUK
0.28%
COM NEW
VIG
0.28%
DIV APP ETF
FPF
0.28%
COM
PHD
0.27%
COM
C
0.27%
COM NEW
EFA
0.26%
MSCI EAFE ETF
LLY
0.26%
COM
HYI
0.26%
COM
SPY
0.25%
TR UNIT
BRK.B
0.25%
CL B NEW
ORCL
0.23%
COM
PEP
0.23%
COM
UTX
0.22%
COM
DGRO
0.22%
CORE DIV GRWTH
GIS
0.21%
COM
REG
0.21%
COM
DWDP
0.2%
COM
V
0.19%
COM CL A
MUB
0.19%
NAT AMT FREE BD
NVG
0.19%
COM
CAT
0.19%
COM
BMY
0.19%
COM
XLP
0.19%
SBI CONS STPLS
SJNK
0.18%
SHT TRM HGH YLD
MUI
0.18%
COM
KMB
0.18%
COM
MFL
0.17%
COM
AMJ
0.17%
ALERIAN ML ETN
HCN
0.17%
COM
EEM
0.17%
MSCI EMG MKT ETF
AWF
0.17%
COM
GS
0.17%
COM
TIP
0.16%
TIPS BD ETF
BLW
0.16%
COM SHS
IVH
0.16%
COM
JRO
0.16%
COM SHS
MHI
0.15%
COM SHS
ICF
0.15%
COHEN&STEER REIT
FEZ
0.15%
EURO STOXX 50
PHT
0.15%
COM
ENB
0.14%
COM
WMT
0.14%
COM
MMP
0.14%
COM UNIT RP LP
ISD
0.14%
COM
PMO
0.14%
SH BEN INT
ACP
0.14%
COM
NLY
0.14%
COM
LEO
0.13%
COM
BIV
0.13%
INTERMED TERM
SNH
0.13%
SH BEN INT
NZF
0.13%
COM SH BEN INT
BGX
0.12%
COM SHS BN INT
D
0.12%
COM
ARDC
0.12%
COM
MMM
0.12%
COM
NEA
0.12%
COM
F
0.12%
COM PAR $0.01
DXJ
0.12%
JAPN HEDGE EQT
EHI
0.12%
COM
GILD
0.12%
COM
OXY
0.12%
COM
PID
0.11%
INTL DIV ACHV
NAD
0.11%
COM
PBA
0.11%
COM
MAR
0.11%
CL A
NKE
0.11%
CL B
ED
0.11%
COM
SHY
0.11%
1-3 YR TR BD ETF
RNP
0.11%
COM
JPS
0.11%
COM
UNP
0.11%
COM
CSJ
0.1%
1-3 YR CR BD ETF
APD
0.1%
COM
WMB
0.1%
COM
GOV
0.1%
COM SHS BEN INT
MAIN
0.1%
COM
FB
0.1%
CL A
HYLS
0.1%
FIRST TR TA HIYL
IWC
0.1%
MICRO-CAP ETF
DSU
0.1%
COM
GOOG
0.1%
CAP STK CL C
CVS
0.1%
COM
IEFA
0.1%
CORE MSCI EAFE
SYY
0.09%
COM
KMI
0.09%
COM
AFL
0.09%
COM
SCHD
0.09%
US DIVIDEND EQ
UNH
0.09%
COM
VKI
0.09%
SH BEN INT
TSS
0.09%
COM
HST
0.09%
COM
IBDL
0.09%
DEC 2020 CORP
CAG
0.09%
COM
GHY
0.08%
COM
IEMG
0.08%
CORE MSCI EMKT
NEE
0.08%
COM
MUE
0.08%
COM
GPC
0.08%
COM
COP
0.08%
COM
HIX
0.08%
COM
GLD
0.08%
GOLD SHS
NKG
0.08%
COM
SUB
0.08%
SHT NTLAMTFR ETF
MDT
0.08%
COM
GE
0.08%
COM
PAYX
0.08%
COM
HEP
0.08%
COM UT LTD PTN
IBB
0.08%
NASDQ BIOTEC ETF
CIM
0.08%
COM
IIM
0.07%
COM
ITE
0.07%
BRCLYS INTER ETF
AGG
0.07%
CORE TOTUSBD ETF
ERC
0.07%
COM SHS
JPC
0.07%
COM
NWL
0.07%
COM
VOO
0.07%
SHS
HON
0.07%
COM
NXRT
0.07%
COM
BFK
0.07%
BRIC ETF
KIO
0.07%
COM
STI
0.07%
COM
FPL
0.07%
COM
IWF
0.07%
RUS 1000 GRW ETF
GGG
0.07%
COM
AEP
0.07%
COM
FRA
0.06%
COM
DSM
0.06%
COM
NHF
0.06%
COM
BND
0.06%
TOTAL BND MRKT
RDS/A
0.06%
SPONS ADR A
KTF
0.06%
COM
MMU
0.06%
COM
AFB
0.06%
COM
DTE
0.06%
COM
EIM
0.06%
COM
LMBS
0.06%
FST LOW MTG ETF
MAV
0.06%
COM
ETN
0.06%
SHS
NRP
0.06%
COM UNIT L P
PMM
0.06%
COM
VTA
0.06%
COM
PGF
0.06%
FINL PFD PTFL
PAA
0.06%
UNIT LTD PARTN
MDLZ
0.05%
CL A
SBR
0.05%
UNIT BEN INT
CAH
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
TAP
0.05%
CL B
IDU
0.05%
U.S. UTILITS ETF
ACWI
0.05%
MSCI ACWI ETF
MCK
0.05%
COM
EOT
0.05%
COM SHS
ETR
0.05%
COM
ARCC
0.05%
COM
AGN
0.05%
SHS
K
0.05%
COM
ABT
0.05%
COM
IQI
0.05%
COM
YUM
0.05%
COM
KR
0.05%
COM
COG
0.04%
COM
VTI
0.04%
TOTAL STK MKT
RTN
0.04%
COM NEW
EVV
0.04%
COM
MPC
0.04%
COM
CMCSA
0.04%
CL A
HPI
0.04%
SH BEN INT
AXP
0.04%
COM
LOW
0.04%
COM
TQQQ
0.04%
ULTRAPRO QQQ
BRK.A
0.04%
CL A
OAK
0.04%
UNIT 99/99/9999
BBT
0.04%
COM
DGX
0.04%
COM
COST
0.04%
COM
UDOW
0.04%
ULTRPRO DOW30
DMB
0.04%
SHS
SCHP
0.04%
US TIPS ETF
NVS
0.04%
SPONSORED ADR
VEA
0.04%
FTSE DEV MKT ETF
HRS
0.04%
COM
MYI
0.04%
COM
SBUX
0.04%
COM
DIA
0.04%
UT SER 1
JNK
0.04%
BRC HGH YLD BD
IYZ
0.04%
U.S. TELECOM ETF
CAPE
0.04%
BARC ETN+SHILL
IYC
0.04%
U.S. CNSM SV ETF
FE
0.04%
COM
GM
0.04%
COM
CL
0.04%
COM
FLOT
0.04%
FLTG RATE BD ETF
BDX
0.03%
COM
NHS
0.03%
COM
IYE
0.03%
U.S. ENERGY ETF
EFT
0.03%
COM
VKQ
0.03%
COM
BLV
0.03%
LONG TERM BOND
ADP
0.03%
COM
HPS
0.03%
COM
PYPL
0.03%
COM
WEA
0.03%
SHS BEN INT
BSD
0.03%
COM
AEE
0.03%
COM
MCHP
0.03%
COM
JHI
0.03%
COM
ANGL
0.03%
FALLEN ANGEL HG
DE
0.03%
COM
MA
0.03%
CL A
VV
0.03%
LARGE CAP ETF
SLB
0.03%
COM
GD
0.03%
COM
XLC
0.03%
COMMUNICATION
PGX
0.03%
AGG PFD PORT
EVG
0.03%
COM
MFM
0.03%
SH BEN INT
DMF
0.03%
COM
ACN
0.03%
SHS CLASS A
XLRE
0.03%
RL EST SEL SEC
FXI
0.03%
CHINA LG-CAP ETF
EFX
0.03%
COM
VB
0.03%
SMALL CP ETF
BKF
0.03%
MSCI BRIC INDX
QQQ
0.03%
UNIT SER 1
CMS
0.03%
COM
WBA
0.03%
COM
OIA
0.03%
COM
BX
0.03%
COM UNIT LTD
MDY
0.03%
UTSER1 S&PDCRP
JRI
0.03%
COM
BGT
0.03%
COM
CSX
0.03%
COM
HDV
0.03%
HIGH DIVIDND ETF
FTSM
0.03%
FIRST TR ENH NEW
IWB
0.03%
RUS 1000 ETF
SCHW
0.03%
COM
LDP
0.03%
COM
PEG
0.03%
COM
FAM
0.03%
COM SHS
CNOB
0.03%
COM
NXR
0.03%
SH BEN INT
CB
0.03%
COM
BIB
0.03%
PSHS ULT NASB
AIF
0.03%
COM
VUG
0.03%
GROWTH ETF
DBJP
0.03%
XTRAK MSCI JAPN
EFR
0.03%
COM
KHC
0.02%
COM
NUV
0.02%
COM
MSI
0.02%
COM NEW
WM
0.02%
COM
ADX
0.02%
COM
MQY
0.02%
COM
ALL
0.02%
COM
EVF
0.02%
SH BEN INT
IBDK
0.02%
IBND DEC19 ETF
FSD
0.02%
COM
PSX
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
EVN
0.02%
SH BEN INT
RA
0.02%
SHS BEN INT
IVW
0.02%
S&P 500 GRWT ETF
PFG
0.02%
COM
EMR
0.02%
COM
NFJ
0.02%
COM
PII
0.02%
COM
IJS
0.02%
SP SMCP600VL ETF
BGH
0.02%
COM
PPT
0.02%
SH BEN INT
MS
0.02%
COM NEW
AVY
0.02%
COM
PML
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
PFF
0.02%
U.S. PFD STK ETF
PTY
0.02%
COM
DAL
0.02%
COM NEW
BIIB
0.02%
COM
EAD
0.02%
COM SHS
EWJ
0.02%
MSCI JAPAN ETF
VEU
0.02%
ALLWRLD EX US
XLB
0.02%
SBI MATERIALS
SJM
0.02%
COM NEW
IJK
0.02%
S&P MC 400GR ETF
MHD
0.02%
COM
AVK
0.02%
COM
VSS
0.02%
FTSE SMCAP ETF
NFLX
0.02%
COM
HPQ
0.02%
COM
NSL
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
HPF
0.02%
COM
ROK
0.02%
COM
HAL
0.02%
COM
USB
0.02%
COM NEW
PPR
0.02%
SH BEN INT
BYM
0.02%
COM
GSK
0.02%
SPONSORED ADR
BKT
0.02%
COM
FLC
0.02%
COM
LH
0.02%
COM NEW
SCHX
0.02%
US LRG CAP ETF
OKE
0.02%
COM
BAX
0.02%
COM
EDD
0.02%
COM
ADM
0.02%
COM
ABC
0.02%
COM
EW
0.02%
COM
PRU
0.02%
COM
HR
0.02%
COM
LEG
0.02%
COM
PLD
0.02%
COM
SCHZ
0.02%
US AGGREGATE B
MUC
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
TXN
0.02%
COM
AMAT
0.02%
COM
PBCT
0.02%
COM
NVDA
0.02%
COM
AON
0.02%
SHS CL A
BP
0.02%
SPONSORED ADR
PNW
0.02%
COM
WPC
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
SCHG
0.02%
US LCAP GR ETF
VYM
0.02%
HIGH DIV YLD
RQI
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
GWW
0.02%
COM
PBT
0.02%
UNIT BEN INT
EXC
0.02%
COM
ECON
0.02%
EGS EMKTCONS ETF
MQT
0.02%
COM
NXQ
0.02%
SH BEN INT
VTV
0.02%
VALUE ETF
XES
0.02%
OILGAS EQUIP
KSM
0.02%
COM
ADSK
0.02%
COM
AMT
0.02%
COM
IYY
0.02%
DOW JONES US ETF
FTF
0.01%
COM
GXC
0.01%
S&P CHINA ETF
OXM
0.01%
COM
HP
0.01%
COM
PNC
0.01%
COM
THRK
0.01%
RUSSELL 3000 ETF
SCHA
0.01%
US SML CAP ETF
NXP
0.01%
SH BEN INT
BABA
0.01%
SPONSORED ADS
NI
0.01%
COM
ANTM
0.01%
COM
SNP
0.01%
SPON ADR H SHS
THQ
0.01%
SHS
FISV
0.01%
COM
VMO
0.01%
COM
ESD
0.01%
COM
CXE
0.01%
SH BEN INT
HPE
0.01%
COM
AMD
0.01%
COM
CHI
0.01%
SH BEN INT
MYD
0.01%
COM
MHF
0.01%
COM
NMZ
0.01%
COM
CIK
0.01%
COM
BBK
0.01%
COM
VGM
0.01%
COM
CSQ
0.01%
COM SH BEN INT
JSD
0.01%
COM
MUH
0.01%
COM
HBAN
0.01%
COM
SAN JUAN...
0.01%
UNIT BEN INT
VVR
0.01%
COM
BLE
0.01%
COM
SCD
0.01%
COM
RPAI
0.01%
CL A
WSR
0.01%
COM
ANH
0.01%
COM
GPM
0.01%
COM
RFI
0.01%
COM
NCV
0.01%
COM
PSEC
0.01%
COM
MVF
0.01%
COM
LOR
0.01%
COM
JQC
0.01%
COM SHS
IGR
0.01%
COM
EOD
0.01%
COM
NRO
< 0.01%
COM
MMT
< 0.01%
SH BEN INT
NCZ
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
KDMN
< 0.01%
COM
PGH
< 0.01%
COM
SPYGLASS...
< 0.01%
COM UNIT LP
ETP
0.3%
UNIT LTD PARTN
SEP
0.09%
COM
HRL
0.04%
COM
EEP
0.03%
COM
OHI
0.03%
COM
KST
0.03%
SHS
LNT
0.02%
COM
COM
0.02%
AUSPCE CMD STG
CA
0.02%
COM
BTI
0.02%
SPONSORED ADR
ANDV
0.02%
COM
SCHF
0.02%
INTL EQTY ETF
NUE
0.01%
COM
CELG
0.01%
COM
NOC
0.01%
COM
COL
0.01%
COM
CTL
0.01%
COM
APC
0.01%
COM
PCEF
0.01%
CEF INM COMPSI
INTU
0.01%
COM
ALGN
0.01%
COM
CGC
0.01%
COM
KMM
0.01%
SHS
IYG
0.01%
U.S. FIN SVC ETF
DLS
0.01%
INTL SMCAP DIV
UTF
0.01%
COM
GRMN
0.01%
SHS
BSX
0.01%
COM
TOT
0.01%
SPONSORED ADR
BNS
0.01%
COM
FDX
0.01%
COM
EPR
0.01%
COM SH BEN INT
CBS
0.01%
CL B
MPW
0.01%
COM
RIF
0.01%
COM
EXG
0.01%
COM
AFT
< 0.01%
COM
KMF
< 0.01%
COM