CAPITAL INVESTMENT ADVISORS, LLC

PrivateCIK: 1582732
Location

ATLANTA, GA

789
Positions
$7.59B
Total AUM (reported)
124.24M
Total Shares

Allocation by class

TOTAL AUM$7.59B789 positions
COM$2.58B34.0%
CORE DIV GRWTH$644.01M8.5%
MSCI INTL QUALTY$303.44M4.0%
SMID RISNG ETF$204.09M2.7%
NO AMER ENERGY$189.27M2.5%
ST STR TECHN ETF$188.38M2.5%
CAP STK CL A$149.20M2.0%

Portfolio Concentration

Top 315.2%4–1013.5%11–2517.5%Rest53.8%TOP 1028.7%0%100%
Top 3$1.15B15.2%
4–10$1.03B13.5%
11–25$1.33B17.5%
Rest$4.08B53.8%

Top 3 weight

15.2%

Top 10 weight

28.7%

Voting Authority Distribution

Total shares with voting rights: 124.24M

Sole

Full voting authority

124.24M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole789
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings789
Rows:

ISHARES TR

SOLE
CORE DIV GRWTH
Shares8.50M
TypeSH
Market value$644.01M
8.48%
Sole
8.50M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI INTL QUALTY
Shares6.12M
TypeSH
Market value$303.44M
4.00%
Sole
6.12M
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares4.73M
TypeSH
Market value$204.09M
2.69%
Sole
4.73M
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NO AMER ENERGY
Shares4.35M
TypeSH
Market value$189.27M
2.49%
Sole
4.35M
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares988.79K
TypeSH
Market value$188.38M
2.48%
Sole
988.79K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares417.49K
TypeSH
Market value$149.20M
1.97%
Sole
417.49K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares487.59K
TypeSH
Market value$141.09M
1.86%
Sole
487.59K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares185.07K
TypeSH
Market value$138.59M
1.83%
Sole
185.07K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
FALLEN ANGEL HG
Shares3.96M
TypeSH
Market value$115.73M
1.52%
Sole
3.96M
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares414.62K
TypeSH
Market value$105.30M
1.39%
Sole
414.62K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBDS DEC28 ETF
Shares3.89M
TypeSH
Market value$98.23M
1.29%
Sole
3.89M
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares269.75K
TypeSH
Market value$95.14M
1.25%
Sole
269.75K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
CLO ETF
Shares1.78M
TypeSH
Market value$94.49M
1.24%
Sole
1.78M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 29
Shares4.04M
TypeSH
Market value$93.47M
1.23%
Sole
4.04M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2030
Shares4.26M
TypeSH
Market value$92.97M
1.22%
Sole
4.26M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2032
Shares3.51M
TypeSH
Market value$88.30M
1.16%
Sole
3.51M
Shared
0.00
None
0.00

GLOBAL X FDS

SOLE
1 3 MO T BI ET
Shares877.26K
TypeSH
Market value$88.02M
1.16%
Sole
877.26K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares439.38K
TypeSH
Market value$87.91M
1.16%
Sole
439.38K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares1.60M
TypeSH
Market value$85.11M
1.12%
Sole
1.60M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2033
Shares3.30M
TypeSH
Market value$84.96M
1.12%
Sole
3.30M
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares42.53K
TypeSH
Market value$84.61M
1.11%
Sole
42.53K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares334.75K
TypeSH
Market value$84.24M
1.11%
Sole
334.75K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2031
Shares4.03M
TypeSH
Market value$84.04M
1.11%
Sole
4.03M
Shared
0.00
None
0.00

COHEN & STEERS ETF TRUST

SOLE
PFD IN OP AC ETF
Shares3.20M
TypeSH
Market value$83.58M
1.10%
Sole
3.20M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares221.92K
TypeSH
Market value$82.78M
1.09%
Sole
221.92K
Shared
0.00
None
0.00
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