CA
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Capital Advisor Network LLC13F | |
| Capital Advisor Network LLC | |
| Last update 2026-05-13 | 149 Stocks (0 new) |
| Value $85.00 Mil | Turnover 0 % |
Capital Advisor Network LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPRX | Royalty Pharma PLC | 3,030,974 | 13,659.2 | 0% | 16.050 | 0% | 0.680 | +20.38% | +47.01% | 24,938.6 | Biotechnology | |
IVV | iShares Core S&P 500 ETF | 11,402 | 7,447.9 | 0% | 8.750 | 0% | 0.000 | +12.98% | +7.17% | 785,589.9 | ||
QQQ | INVESCO QQQ Trust | 12,552 | 7,244.8 | 0% | 8.510 | 0% | 0.000 | +23.27% | +15.28% | 470,507.0 | ||
VUG | Vanguard Growth ETF | 15,733 | 6,872.0 | 0% | 8.080 | 0% | 0.000 | +15.01% | +2.01% | 382,048.3 | ||
VTV | Vanguard Value ETF | 34,648 | 6,797.9 | 0% | 7.990 | 0% | 0.000 | +12.44% | +15.55% | 246,431.8 | ||
GLD | SPDR Gold Shares | 13,805 | 5,940.1 | 0% | 6.980 | 0% | 0.000 | -6.74% | -5.72% | 132,638.6 | ||
DIA |
State Street SPDR Dow Jones Industrial Average ETF Trust
State Street SPDR Dow Jones Industrial Average ETF Trust
| 10,160 | 4,706.0 | 0% | 5.530 | 0% | 0.010 | +13.14% | +8.54% | 45,299.4 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 42,458 | 3,937.6 | 0% | 4.630 | 0% | 0.020 | +4.43% | +2.68% | 23,028.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 56,872 | 3,840.6 | 0% | 4.510 | 0% | 0.000 | +13.69% | +16.04% | 122,329.3 | ||
BAR | GraniteShares Gold Shares | 60,893 | 2,809.0 | 0% | 3.300 | 0% | 0.180 | -6.75% | -5.72% | 1,370.3 |
Capital Advisor Network LLC's Historical Top Holdings Breakdowns
Capital Advisor Network LLC Total Holding History ($B)
Capital Advisor Network LLC's Asset Allocation
Capital Advisor Network LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Capital Advisor Network LLC's Hypothetical Growth since 2026-03-31
Capital Advisor Network LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Capital Advisor Network LLC's Holdings Heat Map
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Capital Advisor Network LLC's Holdings Bubble Chart
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