CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.98M
3
+$6.38M
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$5.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.6M

Top Sells

1
+$7.33M
2
+$5.55M
3
+$5.02M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$3.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.39M

Sector Composition

1 Technology 10.9%
2 Financials 5.61%
3 Healthcare 4.66%
4 Consumer Discretionary 4.16%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$435K 0.04%
12,779
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327
$431K 0.04%
5,526
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329
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331
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332
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335
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336
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30,439
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337
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13,245
338
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2,075
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339
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340
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341
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342
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343
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27,558
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346
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4,637
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4,402
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348
$381K 0.04%
4,599
-2,796
349
$380K 0.04%
13,025
+1,657
350
$379K 0.04%
6,569
+474
12 13
14
15 16