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
476
$44K 0.02%
+422
477
$44K 0.02%
+846
478
$44K 0.02%
+1,068
479
$43K 0.02%
+207
480
$43K 0.02%
+984
481
$43K 0.02%
+6,000
482
$43K 0.02%
+678
483
$43K 0.02%
+936
484
$43K 0.02%
+5,789
485
$43K 0.02%
+1,575
486
$43K 0.02%
+1,914
487
$43K 0.02%
+2,498
488
$43K 0.02%
+362
489
$42K 0.02%
+316
490
$42K 0.02%
+1,100
491
$42K 0.02%
+2,158
492
$42K 0.02%
+569
493
$41K 0.02%
+461
494
$41K 0.02%
+687
495
$41K 0.02%
+490
496
$41K 0.02%
+1,219
497
$41K 0.02%
+1,560
498
$40K 0.02%
+1,755
499
$40K 0.02%
+1,140
500
$40K 0.02%
+4,885
18 19
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