CAPTRUST FINANCIAL ADVISORS Diversified Active

Location: Raleigh, NC

CIK: 0001512024 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 13, 2015

Total Value: $551.4B (100.0% shares, 0.0% debt)

Holdings (184)

SPY SPDR S&P 500 ETF TR 42.7%
Value $235.2B Shares 1,139,599 Est. Cost $89550.93 Unrealized
IVV ISHARES TR 11.3%
Value $62.43B Shares 300,387 Est. Cost $185.56 Unrealized
IYR ISHARES TR 9.0%
Value $49.9B Shares 629,049 Est. Cost $67.65 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 6.0%
Value $33.12B Shares 679,648 Est. Cost $8489.52 Unrealized
TLT ISHARES TR 5.8%
Value $31.88B Shares 243,958 Est. Cost $125.92 Unrealized
EFA ISHARES TR 3.8%
Value $20.97B Shares 326,840 Est. Cost $63.84 Unrealized
IWV ISHARES TR 3.2%
Value $17.63B Shares 142,362 Est. Cost $25552.57 Unrealized
AGG ISHARES TR 3.0%
Value $16.64B Shares 149,371 Est. Cost $10071.95 Unrealized
IBND SPDR SERIES TRUST 2.1%
Value $11.75B Shares 377,768 Est. Cost $34.37 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 1.9%
Value $10.47B Shares 130,063 Est. Cost $13542.09 Unrealized
IJR ISHARES TR 1.8%
Value $9.98B Shares 84,554 Est. Cost $110.24 Unrealized
IJH ISHARES TR 1.2%
Value $6.765B Shares 44,511 Est. Cost $2814.84 Unrealized
JPMORGAN CHASE & CO 1.2%
Value $6.566B Shares 153,413 Est. Cost $10268.74 Unrealized
IWM ISHARES TR 0.5%
Value $2.624B Shares 21,102 Est. Cost $59374.99 Unrealized
TIP ISHARES TR 0.4%
Value $2.386B Shares 21,006 Est. Cost $5309.56 Unrealized
IWB ISHARES TR 0.4%
Value $2.207B Shares 19,048 Est. Cost $1981.05 Unrealized
IEF ISHARES TR 0.4%
Value $2.139B Shares 19,731 Est. Cost $10224.28 Unrealized
IWR ISHARES TR 0.4%
Value $2.093B Shares 12,088 Est. Cost $91448.63 Unrealized
DVY ISHARES TR 0.3%
Value $1.584B Shares 20,328 Est. Cost $30731.78 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $1.4B Shares 13,057 Est. Cost $106214.65 Unrealized
PFF ISHARES 0.2%
Value $1.131B Shares 28,191 Est. Cost $39.28 Unrealized
DJP BARCLAYS BK PLC 0.2%
Value $1.12B Shares 40,394 Est. Cost $30.03 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value $1.113B Shares 13,197 Est. Cost $46290.53 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value $1.103B Shares 14,110 Est. Cost $75.99 Unrealized
MARKET VECTORS ETF TR 0.2%
Value $1.095B Shares 60,060 Est. Cost $18054.92 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $978M Shares 9,353 Est. Cost $87.49 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value $972M Shares 7,379 Est. Cost $108.43 Unrealized
GSG ISHARES S&P GSCI COMMODITY I 0.2%
Value $901M Shares 46,224 Est. Cost $9621.70 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value $889M Shares 3,207 Est. Cost $98359.95 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value $810M Shares 20,345 Est. Cost $38.00 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value $687M Shares 6,356 Est. Cost $81.02 Unrealized
POWERSHARES DB CMDTY IDX TRA 0.1%
Value $624M Shares 36,556 Est. Cost $3324.09 Unrealized
POWERSHARES ETF TR II 0.1%
Value $492M Shares 12,960 Est. Cost $35.73 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value $459M Shares 4,035 Est. Cost $29216.15 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value $415M Shares 4,053 Est. Cost $15122.45 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $382M Shares 4,566 Est. Cost $73.98 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $382M Shares 9,686 Est. Cost $39410.08 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value $360M Shares 5,275 Est. Cost $3617.27 Unrealized
DIV GLOBAL X FDS 0.1%
Value $341M Shares 12,045 Est. Cost $28.89 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value $331M Shares 9,553 Est. Cost $33.44 Unrealized
SPDR SERIES TRUST 0.1%
Value $299M Shares 12,341 Est. Cost $22.90 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value $284M Shares 2,235 Est. Cost $126989.71 Unrealized
DHS WISDOMTREE TR 0.1%
Value $279M Shares 4,600 Est. Cost $54.64 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $279M Shares 2,549 Est. Cost $2121.16 Unrealized
NUVEEN N C PREM INCOME MUN F 0.0%
Value $263M Shares 19,930 Est. Cost $3811.90 Unrealized
IBB ISHARES TR 0.0%
Value $258M Shares 751 Est. Cost $70692.88 Unrealized
DXJ WISDOMTREE TR 0.0%
Value $253M Shares 4,593 Est. Cost $45.74 Unrealized
POWERSHARES ETF TRUST 0.0%
Value $251M Shares 14,411 Est. Cost $17440.01 Unrealized
MUB ISHARES 0.0%
Value $251M Shares 2,270 Est. Cost $110.31 Unrealized
HYG ISHARES 0.0%
Value $250M Shares 2,759 Est. Cost $15481.19 Unrealized
EEM ISHARES TR 0.0%
Value $244M Shares 6,089 Est. Cost $2356.40 Unrealized
RYDEX ETF TRUST 0.0%
Value $233M Shares 2,871 Est. Cost $75.06 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $226M Shares 2,454 Est. Cost $74.33 Unrealized
LQD ISHARES TR 0.0%
Value $225M Shares 1,846 Est. Cost $116.90 Unrealized
SPDR SERIES TRUST 0.0%
Value $221M Shares 9,073 Est. Cost $24.11 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $202M Shares 2,600 Est. Cost $79.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $192M Shares 4,695 Est. Cost $40.04 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $185M Shares 1,731 Est. Cost $17978.07 Unrealized
NUVEEN SELECT QUALITY MUN FD 0.0%
Value $170M Shares 12,083 Est. Cost $13.55 Unrealized
SPDR SERIES TRUST 0.0%
Value $158M Shares 4,039 Est. Cost $39.49 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $156M Shares 2,530 Est. Cost $60.08 Unrealized
IEMG ISHARES INC 0.0%
Value $155M Shares 3,205 Est. Cost $47.11 Unrealized
ROYCE VALUE TR INC 0.0%
Value $138M Shares 9,655 Est. Cost $1447.02 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value $133M Shares 8,441 Est. Cost $2162.11 Unrealized
NUVEEN QUALITY PFD INCOME FD 0.0%
Value $130M Shares 14,188 Est. Cost $8.69 Unrealized
ALPS ETF TR 0.0%
Value $128M Shares 7,697 Est. Cost $2473.42 Unrealized
IWN ISHARES TR 0.0%
Value $111M Shares 1,078 Est. Cost $43908.57 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $111M Shares 4,875 Est. Cost $18630.03 Unrealized
IWF ISHARES TR 0.0%
Value $110M Shares 1,115 Est. Cost $95.67 Unrealized
FLOT ISHARES TR 0.0%
Value $98.84M Shares 1,952 Est. Cost $50.53 Unrealized
IGSB ISHARES 0.0%
Value $97.36M Shares 923 Est. Cost $105.21 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.0%
Value $92.21M Shares 3,612 Est. Cost $25.35 Unrealized
TBF PROSHARES TR 0.0%
Value $91.16M Shares 3,800 Est. Cost $25.23 Unrealized
OEF ISHARES TR 0.0%
Value $90.26M Shares 1,000 Est. Cost $91.00 Unrealized
EATON VANCE ENH EQTY INC FD 0.0%
Value $88.46M Shares 6,225 Est. Cost $13.82 Unrealized
BABSON CAP GLB SHT DURHGH YL 0.0%
Value $83.12M Shares 4,000 Est. Cost $20.25 Unrealized
SJNK SPDR SER TR 0.0%
Value $78.26M Shares 2,681 Est. Cost $714.27 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value $75.63M Shares 710 Est. Cost $104.23 Unrealized
QAI INDEXIQ ETF TR 0.0%
Value $75.54M Shares 2,523 Est. Cost $29.39 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value $73.17M Shares 3,913 Est. Cost $10917.57 Unrealized
ACWI ISHARES 0.0%
Value $70.34M Shares 1,172 Est. Cost $58.87 Unrealized
ICF ISHARES TR 0.0%
Value $64.72M Shares 640 Est. Cost $96.88 Unrealized
CALAMOS CONV OPP AND INC FD 0.0%
Value $61.28M Shares 4,721 Est. Cost $12.92 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value $61.03M Shares 344 Est. Cost $177.33 Unrealized
POWERSHARES ETF TRUST 0.0%
Value $56.3M Shares 2,261 Est. Cost $25.65 Unrealized
MORGAN STANLEY 0.0%
Value $56.03M Shares 3,300 Est. Cost $16980.00 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value $55.37M Shares 8,625 Est. Cost $6.38 Unrealized
PIMCO INCOME STRATEGY FUND 0.0%
Value $52.44M Shares 4,600 Est. Cost $1497.17 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $52.27M Shares 2,002 Est. Cost $703.15 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value $52.22M Shares 402 Est. Cost $129905.47 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value $51.06M Shares 3,500 Est. Cost $14.00 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.0%
Value $49.77M Shares 5,500 Est. Cost $8.73 Unrealized
ISHARES 0.0%
Value $47.66M Shares 4,077 Est. Cost $11.60 Unrealized
EMB ISHARES 0.0%
Value $45.52M Shares 406 Est. Cost $110.84 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value $43.38M Shares 3,822 Est. Cost $11350.08 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value $43.02M Shares 650 Est. Cost $66189.23 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $41.95M Shares 579 Est. Cost $69.08 Unrealized
ALLIANCEBERNSTEIN INCOME FUN 0.0%
Value $40.84M Shares 5,290 Est. Cost $7.56 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value $40.59M Shares 7,503 Est. Cost $3969.35 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $39.69M Shares 1,694 Est. Cost $2399.60 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $39.64M Shares 452 Est. Cost $86.21 Unrealized
MBB ISHARES 0.0%
Value $39.61M Shares 359 Est. Cost $110.22 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value $39.29M Shares 488 Est. Cost $79.47 Unrealized
HYS PIMCO ETF TR 0.0%
Value $38.98M Shares 384 Est. Cost $1685.06 Unrealized
NUVEEN PREM INCOME MUN FD 2 0.0%
Value $37.84M Shares 2,667 Est. Cost $14.25 Unrealized
BOND PIMCO ETF TR 0.0%
Value $37.44M Shares 340 Est. Cost $105.88 Unrealized
IWP ISHARES TR 0.0%
Value $37.31M Shares 381 Est. Cost $97929.13 Unrealized
FLAHERTY&CRMN PFD SEC INCOM 0.0%
Value $36M Shares 1,770 Est. Cost $19.21 Unrealized
NUVEEN QUALITY MUN FD INC 0.0%
Value $35.69M Shares 2,665 Est. Cost $13.13 Unrealized
IWO ISHARES TR 0.0%
Value $35.26M Shares 233 Est. Cost $144.07 Unrealized
RXL PROSHARES TR 0.0%
Value $34.22M Shares 242 Est. Cost $123.97 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value $33.38M Shares 663 Est. Cost $48.27 Unrealized
CLEARBRIDGE ENERGY MLP FD IN 0.0%
Value $30.7M Shares 1,230 Est. Cost $27.64 Unrealized
GXC SPDR INDEX SHS FDS 0.0%
Value $25.73M Shares 304 Est. Cost $84641.45 Unrealized
PIMCO INCOME STRATEGY FUND I 0.0%
Value $25.1M Shares 2,500 Est. Cost $10040.00 Unrealized
EWH ISHARES 0.0%
Value $24.65M Shares 1,124 Est. Cost $21929.72 Unrealized
EWY ISHARES 0.0%
Value $24.21M Shares 423 Est. Cost $57241.13 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $23.4M Shares 1,374 Est. Cost $4249.79 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value $23.34M Shares 1,615 Est. Cost $13.62 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $23.06M Shares 1,073 Est. Cost $21490.22 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $22.18M Shares 409 Est. Cost $61.29 Unrealized
PROSHARES TR II 0.0%
Value $21.79M Shares 250 Est. Cost $76.67 Unrealized
TBT PROSHARES TR 0.0%
Value $20.93M Shares 500 Est. Cost $41870.00 Unrealized
EMHY ISHARES 0.0%
Value $19.6M Shares 410 Est. Cost $3775.40 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $19.34M Shares 961 Est. Cost $2865.01 Unrealized
NUVEEN ENERGY MLP TOTL RTRNF 0.0%
Value $19.16M Shares 1,046 Est. Cost $335.37 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $18.7M Shares 1,000 Est. Cost $5622.40 Unrealized
IWS ISHARES TR 0.0%
Value $18.59M Shares 247 Est. Cost $26861.54 Unrealized
PROSHARES TR II 0.0%
Value $18.22M Shares 2,684 Est. Cost $6789.87 Unrealized
UNITED STATES OIL FUND LP 0.0%
Value $17.68M Shares 1,050 Est. Cost $20.07 Unrealized
DFE WISDOMTREE TR 0.0%
Value $17.08M Shares 307 Est. Cost $52.12 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $15.93M Shares 1,000 Est. Cost $15.00 Unrealized
IVW ISHARES TR 0.0%
Value $14.13M Shares 124 Est. Cost $112.90 Unrealized
NUVEEN PREM INCOME MUN FD 4 0.0%
Value $13.64M Shares 1,018 Est. Cost $13.75 Unrealized
ALLIANCEBERNSTEIN NATL MUNI 0.0%
Value $12.53M Shares 915 Est. Cost $14.21 Unrealized
ISHARES 0.0%
Value $12.33M Shares 928 Est. Cost $1601.48 Unrealized
ISHARES 0.0%
Value $12.11M Shares 946 Est. Cost $635.11 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value $12.08M Shares 380 Est. Cost $31.58 Unrealized
IJK ISHARES TR 0.0%
Value $12.01M Shares 70 Est. Cost $163.93 Unrealized
PROSHARES TR 0.0%
Value $11.53M Shares 500 Est. Cost $24.00 Unrealized
BLACKROCK BUILD AMER BD TR 0.0%
Value $11.34M Shares 500 Est. Cost $22670.00 Unrealized
IJT ISHARES TR 0.0%
Value $10.93M Shares 84 Est. Cost $119.05 Unrealized
LEMB ISHARES 0.0%
Value $10.74M Shares 244 Est. Cost $44008.19 Unrealized
IVE ISHARES TR 0.0%
Value $9.811M Shares 106 Est. Cost $94.34 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value $9.764M Shares 1,213 Est. Cost $724.11 Unrealized
BARCLAYS BK PLC 0.0%
Value $9.636M Shares 88 Est. Cost $109500.00 Unrealized
IEI ISHARES 0.0%
Value $9.188M Shares 74 Est. Cost $121.62 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $8.488M Shares 1,221 Est. Cost $7.10 Unrealized
NUVEEN AMT-FREE MUN INCOME F 0.0%
Value $8.379M Shares 605 Est. Cost $13.22 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $8.212M Shares 67 Est. Cost $119.40 Unrealized
RYDEX ETF TRUST 0.0%
Value $7.893M Shares 95 Est. Cost $83084.21 Unrealized
PROSHARES TR 0.0%
Value $7.511M Shares 350 Est. Cost $22.86 Unrealized
DGP DEUTSCHE BK AG LDN BRH 0.0%
Value $6.963M Shares 300 Est. Cost $23.33 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value $6.245M Shares 295 Est. Cost $20.34 Unrealized
DIREXION SHS ETF TR 0.0%
Value $6.073M Shares 145 Est. Cost $34.48 Unrealized
DIREXION SHS ETF TR 0.0%
Value $5.699M Shares 60 Est. Cost $47525.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value $5.453M Shares 84 Est. Cost $64916.67 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $5.439M Shares 46 Est. Cost $118239.13 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value $5.429M Shares 81 Est. Cost $67024.69 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $5.377M Shares 248 Est. Cost $21681.45 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value $5.334M Shares 143 Est. Cost $37300.70 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value $5.177M Shares 116 Est. Cost $44629.31 Unrealized
SPPP SPROTT PHYSICAL PLAT PALLAD 0.0%
Value $4.83M Shares 600 Est. Cost $8.33 Unrealized
ISHARES 0.0%
Value $4.631M Shares 370 Est. Cost $10.81 Unrealized
GUGGENHEIM ENHANCED EQUITY S 0.0%
Value $4.063M Shares 231 Est. Cost $17.32 Unrealized
POWERSHS DB MULTI SECT COMM 0.0%
Value $3.985M Shares 180 Est. Cost $22.22 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $3.63M Shares 159 Est. Cost $22830.19 Unrealized
FAS DIREXION SHS ETF TR 0.0%
Value $3.055M Shares 25 Est. Cost $120.00 Unrealized
ISHARES 0.0%
Value $2.991M Shares 190 Est. Cost $15.79 Unrealized
POWERSHS DB MULTI SECT COMM 0.0%
Value $2.77M Shares 75 Est. Cost $40.00 Unrealized
POWERSHARES ETF TRUST 0.0%
Value $2.663M Shares 54 Est. Cost $49314.82 Unrealized
ISHARES GOLD TRUST 0.0%
Value $2.473M Shares 216 Est. Cost $11.50 Unrealized
IWY ISHARES 0.0%
Value $2.019M Shares 39 Est. Cost $51769.23 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $1.992M Shares 150 Est. Cost $13.33 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $1.844M Shares 70 Est. Cost $26342.86 Unrealized
TORTOISE ENERGY INFRSTRCTR C 0.0%
Value $1.807M Shares 43 Est. Cost $42023.25 Unrealized
BARCLAYS BK PLC 0.0%
Value $1.589M Shares 62 Est. Cost $32.26 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $1.479M Shares 57 Est. Cost $25947.37 Unrealized
PROSHARES TR 0.0%
Value $1.412M Shares 123 Est. Cost $16.26 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $1.053M Shares 49 Est. Cost $21489.80 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $1.045M Shares 47 Est. Cost $22234.04 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $1.024M Shares 48 Est. Cost $21333.33 Unrealized
PROSHARES TR II 0.0%
Value $850K Shares 50 Est. Cost $20.00 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value $317K Shares 12 Est. Cost $26416.67 Unrealized