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
$234M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$4.03M
3
+$3.98M
4
EWZS icon
iShares MSCI Brazil Small-Cap ETF
EWZS
+$3.52M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.4M

Top Sells

1
+$5.45M
2
+$3.25M
3
+$3.13M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.11M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.43M

Sector Composition

1 Healthcare 6.11%
2 Financials 4.21%
3 Consumer Staples 3.93%
4 Technology 3.87%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$58K 0.02%
+2,718
427
$58K 0.02%
+2,061
428
$57K 0.02%
+2,800
429
$57K 0.02%
+960
430
$57K 0.02%
+3,600
431
$57K 0.02%
+658
432
$56K 0.02%
+2,690
433
$56K 0.02%
+459
434
$56K 0.02%
+4,041
435
$56K 0.02%
+1,046
436
$56K 0.02%
+3,631
437
$55K 0.02%
+3,206
438
$55K 0.02%
+1,386
439
$55K 0.02%
+921
440
$55K 0.02%
+6,700
441
$54K 0.02%
+380
442
$54K 0.02%
+1,375
443
$54K 0.02%
+5,577
444
$54K 0.02%
+2,200
445
$54K 0.02%
+3,200
446
$54K 0.02%
+1,550
447
$53K 0.02%
+1,132
448
$52K 0.02%
+1,387
449
$52K 0.02%
+2,275
450
$52K 0.02%
+4,216
16 17
18
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