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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
89
20
9
4
5
1
52
8
5
CAPITAL INVESTMENT ADVISORS LLC

Time Period2018-06-30

Total Holdings495

Total Value ($x1000)1,606,423
Activities
New26

Increased219

Unchanged45

Decreased205

Sold Out17

Top 10 Stock Holdingstotal 30.89%
SDY6.38

ACWX4.42

IJH3.21

XLK3.19

XLF3.18

 
VCSH2.55

IJR2.5

HD2.25

DVY1.72

XLI1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SDY
6.38%
S&P DIVID ETF
ACWX
4.42%
MSCI ACWI US ETF
IJH
3.21%
CORE S&P MCP ETF
XLK
3.19%
TECHNOLOGY
XLF
3.18%
SBI INT-FINL
VCSH
2.55%
SHRT TRM CORP BD
IJR
2.5%
CORE S&P SCP ETF
HD
2.25%
COM
DVY
1.72%
SELECT DIVID ETF
XLI
1.49%
SBI INT-INDS
XLE
1.44%
SBI INT-ENERGY
VNQ
1.4%
REIT ETF
JNJ
1.35%
COM
IBDP
1.34%
IBND DEC24 ETF
EMLP
1.34%
NO AMER ENERGY
SO
1.24%
COM
IBDQ
1.21%
IBND DEC25 ETF
VYMI
1.16%
INTL HIGH ETF
GOOGL
1.11%
CAP STK CL A
LQD
1.03%
IBOXX INV CP ETF
AAPL
1.02%
COM
PG
1%
COM
INTC
0.98%
COM
FLRN
0.98%
INV GRD FLT RT
PFE
0.97%
COM
T
0.96%
COM
CSCO
0.94%
COM
VWO
0.92%
FTSE EMR MKT ETF
XOM
0.89%
COM
IVV
0.87%
CORE S&P500 ETF
VZ
0.86%
COM
HYG
0.8%
IBOXX HI YD ETF
BAC
0.79%
COM
IBDO
0.76%
IBND DEC23 ETF
BSV
0.69%
SHORT TRM BOND
QCOM
0.66%
COM
MO
0.65%
COM
MLPI
0.61%
ALERIAN INFRST
IBM
0.6%
COM
BA
0.6%
COM
MRK
0.6%
COM
AMZN
0.6%
COM
MSFT
0.58%
COM
KO
0.56%
COM
BDJ
0.56%
COM
IYW
0.53%
U.S. TECH ETF
HYT
0.53%
COM
BTZ
0.5%
COM
XLU
0.49%
SBI INT-UTILS
IBDN
0.49%
IBND DEC22 ETF
REM
0.48%
MRG RL ES CP ETF
IBDM
0.46%
IBND DEC21 ETF
JPM
0.45%
COM
LMT
0.45%
COM
CVX
0.44%
COM
EPD
0.41%
COM
SPG
0.41%
COM
XLV
0.38%
SBI HEALTHCARE
F
0.36%
COM PAR $0.01
WFC
0.36%
COM
XLY
0.35%
SBI CONS DISCR
NSC
0.35%
COM
NRZ
0.35%
COM
BGB
0.34%
COM SHS BEN IN
BHK
0.34%
SHS BEN INT
PM
0.33%
COM
C
0.32%
COM NEW
DIS
0.31%
COM DISNEY
CMI
0.31%
COM
CWI
0.31%
MSCI ACWI EXUS
EFA
0.29%
MSCI EAFE ETF
MGC
0.29%
MEGA CAP INDEX
MCD
0.28%
COM
HEDJ
0.28%
EUROPE HEDGED EQ
AMGN
0.28%
COM
VIG
0.28%
DIV APP ETF
IYH
0.27%
US HLTHCARE ETF
HIO
0.27%
COM
SPY
0.27%
TR UNIT
ETP
0.26%
UNIT LTD PARTN
TGT
0.26%
COM
CAH
0.25%
COM
PHD
0.25%
COM
UTX
0.25%
COM
OMC
0.24%
COM
DUK
0.24%
COM NEW
DWDP
0.24%
COM
UPS
0.24%
CL B
FPF
0.24%
COM
PSA
0.24%
COM
HYI
0.23%
COM
GOV
0.22%
COM SHS BEN INT
HCN
0.22%
COM
ORCL
0.22%
COM
GE
0.22%
COM
BRK.B
0.21%
CL B NEW
FEZ
0.21%
EURO STOXX 50
MUB
0.2%
NAT AMT FREE BD
VLO
0.2%
COM
AMJ
0.2%
ALERIAN ML ETN
ABBV
0.2%
COM
PEP
0.19%
COM
SNH
0.19%
SH BEN INT
CAT
0.19%
COM
SJNK
0.19%
SHT TRM HGH YLD
XLP
0.19%
SBI CONS STPLS
NVG
0.19%
COM
GIS
0.18%
COM
LLY
0.18%
COM
GS
0.18%
COM
V
0.18%
COM CL A
EEM
0.17%
MSCI EMG MKT ETF
AWF
0.17%
COM
TIP
0.17%
TIPS BD ETF
ACP
0.17%
COM
BLW
0.17%
COM SHS
BIV
0.17%
INTERMED TERM
BMY
0.16%
COM
PHT
0.15%
COM
ICF
0.15%
COHEN&STEER REIT
MUI
0.15%
COM
GILD
0.14%
COM
ISD
0.14%
COM
DXJ
0.14%
JAPN HEDGE EQT
CAG
0.14%
COM
BGX
0.14%
COM SHS BN INT
REG
0.14%
COM
NZF
0.13%
COM SH BEN INT
ARDC
0.13%
COM
PID
0.13%
INTL DIV ACHV
BND
0.13%
TOTAL BND MRKT
NLY
0.13%
COM
MMP
0.13%
COM UNIT RP LP
PBA
0.12%
COM
EHI
0.12%
COM
D
0.12%
COM
OXY
0.12%
COM
HYLS
0.12%
FIRST TR TA HIYL
MAR
0.12%
CL A
IEFA
0.12%
CORE MSCI EAFE
IWC
0.12%
MICRO-CAP ETF
NKE
0.12%
CL B
ED
0.12%
COM
MMM
0.12%
COM
NEA
0.12%
COM
SYY
0.12%
COM
FSD
0.12%
COM
MHI
0.11%
COM SHS
RNP
0.11%
COM
NAD
0.11%
COM
WMT
0.11%
COM
DSU
0.11%
COM
JRO
0.11%
COM SHS
KMI
0.11%
COM
VKI
0.1%
SH BEN INT
IEMG
0.1%
CORE MSCI EMKT
HST
0.1%
COM
UNP
0.1%
COM
FPL
0.1%
COM
MAIN
0.1%
COM
DGRO
0.1%
CORE DIV GRWTH
GOOG
0.1%
CAP STK CL C
APD
0.1%
COM
TSS
0.1%
COM
FB
0.09%
CL A
KMB
0.09%
COM
PMO
0.09%
SH BEN INT
SEP
0.09%
COM
HIX
0.09%
COM
GHY
0.09%
COM
COP
0.09%
COM
STI
0.09%
COM
PAYX
0.09%
COM
SUB
0.09%
SHT NTLAMTFR ETF
WMB
0.09%
COM
UNH
0.08%
COM
KR
0.08%
COM
NKG
0.08%
COM
IIM
0.08%
COM
AGG
0.08%
CORE TOTUSBD ETF
ITE
0.08%
BRCLYS INTER ETF
CVS
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
GPC
0.08%
COM
AFL
0.08%
COM
SCHD
0.08%
US DIVIDEND EQ
JPC
0.08%
COM
MCK
0.08%
COM
KIO
0.08%
COM
IVH
0.08%
COM
CSJ
0.07%
1-3 YR CR BD ETF
ERC
0.07%
COM SHS
KTF
0.07%
COM
CIM
0.07%
COM
ETN
0.07%
SHS
HEP
0.07%
COM UT LTD PTN
FRA
0.07%
COM
HON
0.07%
COM
VOO
0.07%
SHS
RDS/A
0.07%
SPONS ADR A
IBDL
0.07%
DEC 2020 CORP
SBR
0.07%
UNIT BEN INT
BFK
0.07%
BRIC ETF
NHF
0.07%
COM
JPS
0.07%
COM
GGG
0.07%
COM
MDT
0.07%
COM
AFB
0.06%
COM
PAA
0.06%
UNIT LTD PARTN
BLK
0.06%
COM
JNK
0.06%
BRC HGH YLD BD
MFL
0.06%
COM
VTA
0.06%
COM
LEO
0.06%
COM
AGN
0.06%
SHS
MAV
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
SLB
0.06%
COM
PMM
0.06%
COM
PGF
0.06%
FINL PFD PTFL
MMU
0.06%
COM
GLD
0.06%
GOLD SHS
EOT
0.06%
COM SHS
LMBS
0.06%
FST LOW MTG ETF
DTE
0.06%
COM
IWF
0.06%
RUS 1000 GRW ETF
AEP
0.05%
COM
NXRT
0.05%
COM
MDLZ
0.05%
CL A
MUE
0.05%
COM
ACWI
0.05%
MSCI ACWI ETF
IDU
0.05%
U.S. UTILITS ETF
IQI
0.05%
COM
NRP
0.05%
COM UNIT L P
IWD
0.05%
RUS 1000 VAL ETF
K
0.05%
COM
NEE
0.05%
COM
BBT
0.05%
COM
VTI
0.05%
TOTAL STK MKT
AEE
0.05%
COM
HPI
0.05%
SH BEN INT
ETR
0.04%
COM
COG
0.04%
COM
EIM
0.04%
COM
EVV
0.04%
COM
SCHP
0.04%
US TIPS ETF
RTN
0.04%
COM NEW
PBCT
0.04%
COM
AXP
0.04%
COM
COST
0.04%
COM
DGX
0.04%
COM
TQQQ
0.04%
ULTRAPRO QQQ
OAK
0.04%
UNIT 99/99/9999
LYB
0.04%
SHS - A -
EFX
0.04%
COM
XLRE
0.04%
RL EST SEL SEC
IYC
0.04%
U.S. CNSM SV ETF
MCHP
0.04%
COM
UDOW
0.04%
ULTRPRO DOW30
ARCC
0.04%
COM
HPS
0.04%
COM
HRS
0.04%
COM
NHS
0.04%
COM
GM
0.04%
COM
IYZ
0.04%
U.S. TELECOM ETF
JFR
0.04%
COM
EFT
0.04%
COM
GD
0.04%
COM
KHC
0.04%
COM
ABT
0.04%
COM
CL
0.04%
COM
DMB
0.04%
SHS
BDX
0.04%
COM
MYI
0.04%
COM
LOW
0.04%
COM
HRL
0.04%
COM
BRK.A
0.04%
CL A
WEA
0.04%
SHS BEN INT
VV
0.03%
LARGE CAP ETF
HBAN
0.03%
COM
DIA
0.03%
UT SER 1
HAL
0.03%
COM
CNOB
0.03%
COM
CMCSA
0.03%
CL A
ACN
0.03%
SHS CLASS A
VKQ
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
BLV
0.03%
LONG TERM BOND
BIB
0.03%
PSHS ULT NASB
DMF
0.03%
COM
JHI
0.03%
COM
VB
0.03%
SMALL CP ETF
FLOT
0.03%
FLTG RATE BD ETF
IYE
0.03%
U.S. ENERGY ETF
EVG
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
EEP
0.03%
COM
BKF
0.03%
MSCI BRIC INDX
PYPL
0.03%
COM
FE
0.03%
COM
CAPE
0.03%
BARC ETN+SHILL
FXI
0.03%
CHINA LG-CAP ETF
PGX
0.03%
AGG PFD PORT
LDP
0.03%
COM
PII
0.03%
COM
OIA
0.03%
COM
QQQ
0.03%
UNIT SER 1
SCHW
0.03%
COM
XLB
0.03%
SBI MATERIALS
PSX
0.03%
COM
JRI
0.03%
COM
MA
0.03%
CL A
XES
0.03%
OILGAS EQUIP
OHI
0.03%
COM
WPZ
0.03%
COM UNIT L P
DE
0.03%
COM
YUM
0.03%
COM
NVS
0.03%
SPONSORED ADR
EFR
0.03%
COM
ADP
0.03%
COM
VUG
0.03%
GROWTH ETF
CSX
0.03%
COM
NCV
0.03%
COM
LNT
0.03%
COM
FAM
0.03%
COM SHS
KST
0.03%
SHS
MPC
0.03%
COM
TXN
0.03%
COM
NUV
0.03%
COM
BGT
0.03%
COM
RA
0.03%
SHS BEN INT
CMS
0.03%
COM
MSI
0.03%
COM NEW
DBJP
0.03%
XTRAK MSCI JAPN
AVY
0.03%
COM
PEG
0.03%
COM
ANGL
0.02%
FALLEN ANGEL HG
PFG
0.02%
COM
NFJ
0.02%
COM
NXR
0.02%
SH BEN INT
IJS
0.02%
SP SMCP600VL ETF
IJT
0.02%
SP SMCP600GR ETF
EMR
0.02%
COM
IWB
0.02%
RUS 1000 ETF
ELD
0.02%
EM LCL DEBT FD
LH
0.02%
COM NEW
EVN
0.02%
SH BEN INT
MHD
0.02%
COM
VEU
0.02%
ALLWRLD EX US
PBT
0.02%
UNIT BEN INT
ALL
0.02%
COM
CB
0.02%
COM
DSM
0.02%
COM
SLQD
0.02%
0-5YR INVT GR CP
NFLX
0.02%
COM
WM
0.02%
COM
OKE
0.02%
COM
EAD
0.02%
COM SHS
PPT
0.02%
SH BEN INT
WBA
0.02%
COM
PTY
0.02%
COM
EVF
0.02%
SH BEN INT
VSS
0.02%
FTSE SMCAP ETF
MS
0.02%
COM NEW
IJK
0.02%
S&P MC 400GR ETF
BTI
0.02%
SPONSORED ADR
PPR
0.02%
SH BEN INT
EWJ
0.02%
MSCI JAPAN ETF
AMAT
0.02%
COM
HPQ
0.02%
COM
HPF
0.02%
COM
BIIB
0.02%
COM
GSK
0.02%
SPONSORED ADR
SBUX
0.02%
COM
PLD
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
NVDA
0.02%
COM
DAL
0.02%
COM NEW
NSL
0.02%
COM
AVK
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
GWW
0.02%
COM
PML
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
EDD
0.02%
COM
FLC
0.02%
COM
ROK
0.02%
COM
MFM
0.02%
SH BEN INT
ECON
0.02%
EGS EMKTCONS ETF
SCHG
0.02%
US LCAP GR ETF
CHI
0.02%
SH BEN INT
KSM
0.02%
COM
PNW
0.02%
COM
HP
0.02%
COM
SCHF
0.02%
INTL EQTY ETF
BYM
0.02%
COM
ABC
0.02%
COM
CA
0.02%
COM
SCHX
0.02%
US LRG CAP ETF
EW
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
HR
0.02%
COM
NUE
0.02%
COM
VGM
0.02%
COM
BKT
0.02%
COM
GXC
0.02%
S&P CHINA ETF
RQI
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
MQT
0.02%
COM
FTF
0.02%
COM
SNP
0.02%
SPON ADR H SHS
LEG
0.02%
COM
ADM
0.02%
COM
OXM
0.02%
COM
USB
0.02%
COM NEW
VTV
0.02%
VALUE ETF
IYY
0.02%
DOW JONES US ETF
APC
0.02%
COM
ESD
0.02%
COM
BX
0.02%
COM UNIT LTD
BABA
0.02%
SPONSORED ADS
NXQ
0.01%
SH BEN INT
THRK
0.01%
RUSSELL 3000 ETF
HDV
0.01%
HIGH DIVIDND ETF
NOC
0.01%
COM
ADX
0.01%
COM
BP
0.01%
SPONSORED ADR
SCPB
0.01%
BARC SHT TR CP
WY
0.01%
COM
AON
0.01%
SHS CL A
COL
0.01%
COM
KMM
0.01%
SHS
DLS
0.01%
INTL SMCAP DIV
ANDV
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
SCHA
0.01%
US SML CAP ETF
EBAY
0.01%
COM
AIF
0.01%
COM
MUC
0.01%
COM
IYG
0.01%
U.S. FIN SVC ETF
ENB
0.01%
COM
INTU
0.01%
COM
UTF
0.01%
COM
PRU
0.01%
COM
NXP
0.01%
SH BEN INT
EMN
0.01%
COM
BBY
0.01%
COM
VMO
0.01%
COM
HPE
0.01%
COM
REZ
0.01%
RESID RL EST CAP
CPB
0.01%
COM
CTL
0.01%
COM
BBN
0.01%
SHS
NI
0.01%
COM
CSQ
0.01%
COM SH BEN INT
PNC
0.01%
COM
AMD
0.01%
COM
HCN/PI
0.01%
PFD PER CON I
CBS
0.01%
CL B
THQ
0.01%
SHS
MAS
0.01%
COM
CELG
0.01%
COM
FDX
0.01%
COM
CIK
0.01%
COM
BSD
0.01%
COM
RIF
0.01%
COM
SAN JUAN...
0.01%
UNIT BEN INT
RPAI
0.01%
CL A
MPW
0.01%
COM
MQY
0.01%
COM
BBK
0.01%
COM
SCD
0.01%
COM
PAI
0.01%
COM
EOI
0.01%
COM
VVR
0.01%
COM
GPM
0.01%
COM
ANH
0.01%
COM
RFI
0.01%
COM
YUMC
0.01%
COM
WSR
0.01%
COM
IGR
0.01%
COM
MVF
0.01%
COM
MMT
0.01%
SH BEN INT
JQC
0.01%
COM SHS
ETJ
0.01%
COM
EOD
0.01%
COM
PSEC
0.01%
COM
NCZ
0.01%
COM
NRO
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
HGT
< 0.01%
UNIT BEN INT
SPYGLASS...
< 0.01%
COM UNIT LP
FIRST TR...
0.12%
COM SHS
AFT
0.09%
COM
SJM
0.05%
COM NEW
MON
0.04%
COM
IEI
0.03%
3-7 YR TR BD ETF
SHY
0.02%
1-3 YR TR BD ETF
TCP
0.02%
UT COM LTD PRT
EWZ
0.01%
MSCI BRZ CAP ETF
AMT
0.01%
COM
VAC
0.01%
COM
WHR
0.01%
COM
JPI
0.01%
COM
PMF
0.01%
COM
BLE
0.01%
COM
AGD
0.01%
COM
PMX
0.01%
COM
CLNS
0.01%
COM