Capital Investment Advisors, LLC - Portfolio overview

Capital Investment Advisors, LLC has 807 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DGRO - ISHARES TR, 8.49%
2. IQLT - ISHARES TR, 3.97%
3. EMLP - FIRST TR EXCHANGE-TRADED FD, 2.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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