Capital Investment Advisors, LLC

Capital Investment Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its focus on high-conviction, long-term growth strategies, currently managing $6.6 billion in assets across 735 positions. Recently, the fund has made notable moves by adding IEFA and XLE, which have surged by 736% and 721% respectively, while exiting positions in RYLBF and HTH, and introducing new holdings in VGSH, FTEC, and VYLD.

📌 Top Holdings