Capital Investment Advisors, LLC
Annual return '25
+32.4%
SPY '25
+17.7%
Alpha
+14.6ptsvs SPY
Invested
$6.8B
Holdings
729
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRO
ISHARES TR
Q1 2026: Exited (was 8.34M shares)
8.8%
02
$IQLT
ISHARES TR
Q1 2026: Exited (was 5.79M shares)
4.1%
03
$EMLP
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 4.19M shares)
2.8%
04
$SDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 4.38M shares)
2.7%
05
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 542.9k shares)
1.9%
06
$AAPL
APPLE INC
Q1 2026: Exited (was 475.8k shares)
1.8%
07
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 420.9k shares)
1.8%
08
$IVV
ISHARES TR
Q1 2026: Exited (was 181.7k shares)
1.8%
09
$ANGL
VANECK ETF TRUST
Q1 2026: Exited (was 3.66M shares)
1.6%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 446.4k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.