Captrust Financial Advisors
CIK Number: 0001512024
35.01B
Market Value
2,173
# of Holdings
16 months
Avg. Holding Period
38.63%
Win Rate
35.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 549.35 | +2.14% | 3.43M | +9.24% | 2.02B | 553.77 | 5.76% |
| 2 | AAPL | Apple Inc. | 208.36 | +1.84% | 5.17M | +4.78% | 1.29B | 125.12 | 3.70% |
| 3 | VTV | Vanguard Value ... | 165.14 | +1.10% | 5.51M | +3.28% | 932.19M | 139.21 | 2.66% |
| 4 | VEA | Vanguard Develo... | 52.31 | +1.28% | 18.95M | +15.31% | 906.07M | 46.15 | 2.59% |
| 5 | MSFT | Microsoft Corpo... | 387.36 | +3.46% | 2.12M | +4.58% | 895.21M | 269.4 | 2.56% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.