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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
86
21
9
3
5
1
51
7
6
CAPITAL INVESTMENT ADVISORS LLC

Time Period2018-03-31

Total Holdings486

Total Value ($x1000)1,533,400
Activities
New19

Increased233

Unchanged46

Decreased188

Sold Out21

Top 10 Stock Holdingstotal 31.46%
SDY6.44

ACWX4.79

XLF3.4

IJH3.21

XLK3.1

 
VCSH2.58

IJR2.43

HD2.14

DVY1.79

XLI1.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
6.44%
S&P DIVID ETF
ACWX
4.79%
MSCI ACWI US ETF
XLF
3.4%
SBI INT-FINL
IJH
3.21%
CORE S&P MCP ETF
XLK
3.1%
TECHNOLOGY
VCSH
2.58%
SHRT TRM CORP BD
IJR
2.43%
CORE S&P SCP ETF
HD
2.14%
COM
DVY
1.79%
SELECT DIVID ETF
XLI
1.58%
SBI INT-INDS
IBDP
1.35%
IBND DEC24 ETF
VNQ
1.33%
REIT ETF
XLE
1.23%
SBI INT-ENERGY
EMLP
1.2%
NO AMER ENERGY
JNJ
1.2%
COM
IBDQ
1.2%
IBND DEC25 ETF
LQD
1.18%
IBOXX INV CP ETF
SO
1.17%
COM
INTC
1.08%
COM
GOOGL
1.06%
CAP STK CL A
VWO
1.05%
FTSE EMR MKT ETF
VYMI
1.04%
INTL HIGH ETF
CSCO
1%
COM
PFE
0.98%
COM
AAPL
0.95%
COM
IVV
0.88%
CORE S&P500 ETF
T
0.88%
COM
BAC
0.86%
COM
HYG
0.86%
IBOXX HI YD ETF
BSV
0.85%
SHORT TRM BOND
VZ
0.81%
COM
IBDO
0.77%
IBND DEC23 ETF
IBM
0.66%
COM
PG
0.65%
COM
BA
0.62%
COM
MLPI
0.61%
ALERIAN INFRST
XOM
0.59%
COM
KO
0.57%
COM
FLRN
0.57%
INV GRD FLT RT
MSFT
0.57%
COM
HYT
0.56%
COM
IYW
0.53%
U.S. TECH ETF
AMZN
0.53%
COM
LMT
0.53%
COM
BDJ
0.52%
COM
REM
0.52%
MRG RL ES CP ETF
XLU
0.51%
SBI INT-UTILS
BTZ
0.5%
COM
MCD
0.49%
COM
MRK
0.49%
COM
IBDN
0.49%
IBND DEC22 ETF
JPM
0.48%
COM
MO
0.47%
COM
IBDM
0.46%
IBND DEC21 ETF
PM
0.43%
COM
QCOM
0.43%
COM
CVX
0.4%
COM
XLV
0.39%
SBI HEALTHCARE
BGB
0.37%
COM SHS BEN IN
WFC
0.36%
COM
EPD
0.35%
COM
XLY
0.35%
SBI CONS DISCR
CWI
0.34%
MSCI ACWI EXUS
SYY
0.34%
COM
NRZ
0.34%
COM
BHK
0.34%
SHS BEN INT
NSC
0.33%
COM
C
0.32%
COM NEW
SPG
0.32%
COM
EFA
0.32%
MSCI EAFE ETF
ETN
0.31%
SHS
HEDJ
0.3%
EUROPE HEDGED EQ
PAYX
0.29%
COM
IYH
0.28%
US HLTHCARE ETF
MGC
0.28%
MEGA CAP INDEX
DIS
0.28%
COM DISNEY
VIG
0.27%
DIV APP ETF
PBCT
0.27%
COM
HBAN
0.27%
COM
GE
0.27%
COM
SPY
0.27%
TR UNIT
DWDP
0.25%
COM
AEE
0.25%
COM
AMGN
0.25%
COM
LYB
0.25%
SHS - A -
UTX
0.25%
COM
DUK
0.24%
COM NEW
HIO
0.24%
COM
PHD
0.24%
COM
FEZ
0.23%
EURO STOXX 50
BRK.B
0.23%
CL B NEW
MUB
0.23%
NAT AMT FREE BD
ORCL
0.23%
COM
LNT
0.23%
COM
CAT
0.22%
COM
FPF
0.22%
COM
GS
0.21%
COM
ETP
0.21%
UNIT LTD PARTN
XLP
0.21%
SBI CONS STPLS
HYI
0.2%
COM
EEM
0.2%
MSCI EMG MKT ETF
SJNK
0.2%
SHT TRM HGH YLD
NVG
0.2%
COM
PEP
0.2%
COM
HCN
0.2%
COM
AMJ
0.19%
ALERIAN ML ETN
BIV
0.19%
INTERMED TERM
UPS
0.19%
CL B
AWF
0.19%
COM
PSA
0.19%
COM
BLW
0.19%
COM SHS
BMY
0.18%
COM
VLO
0.18%
COM
TIP
0.18%
TIPS BD ETF
LLY
0.18%
COM
GOV
0.18%
COM SHS BEN INT
ACP
0.18%
COM
SNH
0.17%
SH BEN INT
ABBV
0.17%
COM
V
0.17%
COM CL A
F
0.16%
COM PAR $0.01
PHT
0.16%
COM
GILD
0.16%
COM
DXJ
0.16%
JAPN HEDGE EQT
ISD
0.15%
COM
BND
0.15%
TOTAL BND MRKT
CAG
0.15%
COM
DSU
0.15%
COM
ICF
0.15%
COHEN&STEER REIT
PID
0.14%
INTL DIV ACHV
NZF
0.14%
COM SH BEN INT
ARDC
0.14%
COM
MAR
0.14%
CL A
IEFA
0.14%
CORE MSCI EAFE
EHI
0.14%
COM
NLY
0.13%
COM
BGX
0.13%
COM SHS BN INT
MMM
0.13%
COM
D
0.13%
COM
CMI
0.13%
COM
NEA
0.13%
COM
MUI
0.13%
COM
HYLS
0.12%
FIRST TR TA HIYL
IEMG
0.12%
CORE MSCI EMKT
PBA
0.12%
COM
VKI
0.12%
SH BEN INT
FIRST TR...
0.12%
COM SHS
ED
0.12%
COM
IWC
0.12%
MICRO-CAP ETF
NAD
0.12%
COM
WMT
0.11%
COM
RNP
0.11%
COM
REG
0.11%
COM
NKE
0.11%
CL B
MHI
0.11%
COM SHS
OXY
0.11%
COM
APD
0.11%
COM
HST
0.1%
COM
TSS
0.1%
COM
UNP
0.1%
COM
MMP
0.1%
COM UNIT RP LP
GIS
0.1%
COM
MAIN
0.1%
COM
KMB
0.1%
COM
GHY
0.1%
COM
KMI
0.09%
COM
STI
0.09%
COM
HIX
0.09%
COM
CSJ
0.09%
1-3 YR CR BD ETF
SUB
0.09%
SHT NTLAMTFR ETF
IIM
0.09%
COM
GOOG
0.09%
CAP STK CL C
AGG
0.09%
CORE TOTUSBD ETF
ITE
0.09%
BRCLYS INTER ETF
SEP
0.09%
COM
FB
0.09%
CL A
FPL
0.09%
COM
NKG
0.09%
COM
AFT
0.09%
COM
JPC
0.08%
COM
ERC
0.08%
COM SHS
WMB
0.08%
COM
GPC
0.08%
COM
COP
0.08%
COM
KR
0.08%
COM
AFL
0.08%
COM
FRA
0.08%
COM
SCHD
0.08%
US DIVIDEND EQ
MCK
0.08%
COM
KTF
0.08%
COM
CIM
0.08%
COM
JPS
0.08%
COM
BLK
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
KIO
0.07%
COM
HEP
0.07%
COM UT LTD PTN
NHF
0.07%
COM
UNH
0.07%
COM
CVS
0.07%
COM
VOO
0.07%
SHS
IBDL
0.07%
DEC 2020 CORP
HON
0.07%
COM
IVH
0.07%
COM
PMO
0.07%
SH BEN INT
GGG
0.07%
COM
BFK
0.07%
BRIC ETF
MFL
0.07%
COM
EMB
0.07%
JP MOR EM MK ETF
AFB
0.07%
COM
SBR
0.07%
UNIT BEN INT
VTA
0.07%
COM
GLD
0.07%
GOLD SHS
AGN
0.06%
SHS
JNK
0.06%
BRC HGH YLD BD
PAA
0.06%
UNIT LTD PARTN
RDS/A
0.06%
SPONS ADR A
LMBS
0.06%
FST LOW MTG ETF
MDT
0.06%
COM
MMU
0.06%
COM
PGF
0.06%
FINL PFD PTFL
MAV
0.06%
COM
NXRT
0.06%
COM
PMM
0.06%
COM
EOT
0.06%
COM SHS
DTE
0.06%
COM
ACWI
0.06%
MSCI ACWI ETF
SLB
0.06%
COM
AEP
0.06%
COM
NCV
0.06%
COM
SJM
0.05%
COM NEW
MDLZ
0.05%
CL A
IDU
0.05%
U.S. UTILITS ETF
IQI
0.05%
COM
LEO
0.05%
COM
NEE
0.05%
COM
BBT
0.05%
COM
RTN
0.05%
COM NEW
IWF
0.05%
RUS 1000 GRW ETF
IWD
0.05%
RUS 1000 VAL ETF
ETR
0.05%
COM
SCHP
0.05%
US TIPS ETF
EVV
0.05%
COM
NRP
0.05%
COM UNIT L P
COG
0.05%
COM
HPI
0.04%
SH BEN INT
EFT
0.04%
COM
K
0.04%
COM
HRS
0.04%
COM
OAK
0.04%
UNIT 99/99/9999
VTI
0.04%
TOTAL STK MKT
NHS
0.04%
COM
CAH
0.04%
COM
TGT
0.04%
COM
JFR
0.04%
COM
FLOT
0.04%
FLTG RATE BD ETF
DGX
0.04%
COM
AXP
0.04%
COM
COST
0.04%
COM
BKF
0.04%
MSCI BRIC INDX
IYZ
0.04%
U.S. TELECOM ETF
XLRE
0.04%
RL EST SEL SEC
UDOW
0.04%
ULTRPRO DOW30
CNOB
0.04%
COM
CL
0.04%
COM
MCHP
0.04%
COM
ARCC
0.04%
COM
BRK.A
0.04%
CL A
GD
0.04%
COM
IYC
0.04%
U.S. CNSM SV ETF
HPS
0.04%
COM
MON
0.04%
COM
EFX
0.04%
COM
MYI
0.04%
COM
HAL
0.04%
COM
KHC
0.04%
COM
GM
0.04%
COM
LOW
0.04%
COM
FXI
0.04%
CHINA LG-CAP ETF
VV
0.04%
LARGE CAP ETF
CMCSA
0.04%
CL A
ABT
0.03%
COM
EVG
0.03%
COM
VKQ
0.03%
COM
DIA
0.03%
UT SER 1
CPB
0.03%
COM
BLV
0.03%
LONG TERM BOND
QQQ
0.03%
UNIT SER 1
PGX
0.03%
AGG PFD PORT
LDP
0.03%
COM
TQQQ
0.03%
ULTRAPRO QQQ
AMD
0.03%
COM
WEA
0.03%
SHS BEN INT
BDX
0.03%
COM
JHI
0.03%
COM
FAM
0.03%
COM SHS
SCHW
0.03%
COM
PML
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
DMF
0.03%
COM
FE
0.03%
COM
DE
0.03%
COM
YUM
0.03%
COM
XLB
0.03%
SBI MATERIALS
VB
0.03%
SMALL CP ETF
ELD
0.03%
EM LCL DEBT FD
BIB
0.03%
PSHS ULT NASB
IYE
0.03%
U.S. ENERGY ETF
JRI
0.03%
COM
PII
0.03%
COM
HRL
0.03%
COM
OIA
0.03%
COM
EFR
0.03%
COM
EEP
0.03%
COM
DBJP
0.03%
XTRAK MSCI JAPN
PFG
0.03%
COM
PYPL
0.03%
COM
MPC
0.03%
COM
IEI
0.03%
3-7 YR TR BD ETF
BGT
0.03%
COM
RA
0.03%
SHS BEN INT
PBT
0.03%
UNIT BEN INT
AVY
0.03%
COM
XES
0.03%
OILGAS EQUIP
KST
0.03%
SHS
WPZ
0.03%
COM UNIT L P
BTI
0.03%
SPONSORED ADR
MA
0.03%
CL A
VUG
0.03%
GROWTH ETF
NFJ
0.03%
COM
PEG
0.03%
COM
CMS
0.03%
COM
OHI
0.03%
COM
NVDA
0.03%
COM
VEU
0.03%
ALLWRLD EX US
NVS
0.03%
SPONSORED ADR
CSX
0.03%
COM
ALL
0.03%
COM
PTY
0.03%
COM
MS
0.03%
COM NEW
CB
0.03%
COM
NXR
0.03%
SH BEN INT
MHD
0.03%
COM
WBA
0.03%
COM
NUV
0.02%
COM
WM
0.02%
COM
CAPE
0.02%
BARC ETN+SHILL
EVF
0.02%
SH BEN INT
EWJ
0.02%
MSCI JAPAN ETF
EAD
0.02%
COM SHS
SLQD
0.02%
0-5YR INVT GR CP
EVN
0.02%
SH BEN INT
GWW
0.02%
COM
PSX
0.02%
COM
PPR
0.02%
SH BEN INT
IWB
0.02%
RUS 1000 ETF
MUE
0.02%
COM
EOI
0.02%
COM
PPT
0.02%
SH BEN INT
EDD
0.02%
COM
ANGL
0.02%
FALLEN ANGEL HG
VSS
0.02%
FTSE SMCAP ETF
MSI
0.02%
COM NEW
IJS
0.02%
SP SMCP600VL ETF
ECON
0.02%
EGS EMKTCONS ETF
LH
0.02%
COM NEW
DSM
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
AVK
0.02%
COM
NCZ
0.02%
COM
NSL
0.02%
COM
AMAT
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
IJT
0.02%
SP SMCP600GR ETF
WY
0.02%
COM
SBUX
0.02%
COM
HPQ
0.02%
COM
FTF
0.02%
COM
DAL
0.02%
COM NEW
VGM
0.02%
COM
GSK
0.02%
SPONSORED ADR
SHY
0.02%
1-3 YR TR BD ETF
PLD
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
HPF
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
PNW
0.02%
COM
ADP
0.02%
COM
HP
0.02%
COM
KSM
0.02%
COM
BYM
0.02%
COM
OKE
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
ROK
0.02%
COM
GXC
0.02%
S&P CHINA ETF
VMO
0.02%
COM
ABC
0.02%
COM
EMR
0.02%
COM
FLC
0.02%
COM
BKT
0.02%
COM
BIIB
0.02%
COM
CA
0.02%
COM
NFLX
0.02%
COM
CHI
0.02%
SH BEN INT
PNC
0.02%
COM
MQT
0.02%
COM
RQI
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
HR
0.02%
COM
SNP
0.02%
SPON ADR H SHS
TCP
0.02%
UT COM LTD PRT
SAN JUAN...
0.02%
UNIT BEN INT
LEG
0.02%
COM
ESD
0.02%
COM
EW
0.02%
COM
MFM
0.02%
SH BEN INT
CELG
0.02%
COM
HPE
0.02%
COM
VTV
0.02%
VALUE ETF
NOC
0.02%
COM
BX
0.02%
COM UNIT LTD
ADM
0.02%
COM
IYY
0.02%
DOW JONES US ETF
DLS
0.02%
INTL SMCAP DIV
PRU
0.02%
COM
ACN
0.02%
SHS CLASS A
NXQ
0.02%
SH BEN INT
SCHG
0.02%
US LCAP GR ETF
IVW
0.02%
S&P 500 GRWT ETF
AON
0.02%
SHS CL A
THRK
0.01%
RUSSELL 3000 ETF
EWZ
0.01%
MSCI BRZ CAP ETF
SCPB
0.01%
BARC SHT TR CP
USB
0.01%
COM NEW
EBAY
0.01%
COM
OXM
0.01%
COM
BABA
0.01%
SPONSORED ADS
COL
0.01%
COM
IYG
0.01%
U.S. FIN SVC ETF
KMM
0.01%
SHS
IWR
0.01%
RUS MID-CAP ETF
EIM
0.01%
COM
EMN
0.01%
COM
NXP
0.01%
SH BEN INT
AMT
0.01%
COM
REZ
0.01%
RESID RL EST CAP
APC
0.01%
COM
VAC
0.01%
COM
CSQ
0.01%
COM SH BEN INT
WHR
0.01%
COM
THQ
0.01%
SHS
CIK
0.01%
COM
MUC
0.01%
COM
NI
0.01%
COM
JPI
0.01%
COM
BBK
0.01%
COM
AIF
0.01%
COM
SCD
0.01%
COM
RIF
0.01%
COM
RPAI
0.01%
CL A
FSD
0.01%
COM
MQY
0.01%
COM
ANH
0.01%
COM
MPW
0.01%
COM
VVR
0.01%
COM
PMF
0.01%
COM
GPM
0.01%
COM
BLE
0.01%
COM
MVF
0.01%
COM
RFI
0.01%
COM
AGD
0.01%
COM
MMT
0.01%
SH BEN INT
WSR
0.01%
COM
PMX
0.01%
COM
IGR
0.01%
COM
JQC
0.01%
COM SHS
EOD
0.01%
COM
ETJ
0.01%
COM
PSEC
0.01%
COM
CLNS
0.01%
COM
CXE
0.01%
SH BEN INT
NRO
0.01%
COM
PGH
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
CPLP
< 0.01%
COM UNIT LP
HGT
< 0.01%
UNIT BEN INT
SPYGLASS...
< 0.01%
COM UNIT LP
MBB
1.21%
MBS ETF
HCN
0.27%
COM
DHG
0.02%
COM
PSF
0.02%
COM
TXN
0.02%
COM
ITR
0.02%
INTR TRM CORP BD
EIX
0.01%
COM
IP
0.01%
COM
GRMN
0.01%
SHS
ANDV
0.01%
COM
BBN
0.01%
SHS
ENB
0.01%
COM
CTL
0.01%
COM
HCN/PI
0.01%
PFD PER CON I
PAI
0.01%
COM
IYR
0.01%
U.S. REAL ES ETF
HTGC
0.01%
COM
EVT
0.01%
COM
EXG
0.01%
COM
NNA
< 0.01%
SHS
AVGR
< 0.01%
COM