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
526
$36K 0.02%
+1,252
527
$36K 0.02%
+1,425
528
$35K 0.01%
+3,696
529
$35K 0.01%
+564
530
$35K 0.01%
+1,129
531
$35K 0.01%
+993
532
$35K 0.01%
+157
533
$35K 0.01%
+825
534
$35K 0.01%
+1,355
535
$35K 0.01%
+4,803
536
$35K 0.01%
+2,000
537
$35K 0.01%
+405
538
$35K 0.01%
+406
539
$35K 0.01%
+1,000
540
$34K 0.01%
+1,300
541
$33K 0.01%
+509
542
$33K 0.01%
+1,395
543
$33K 0.01%
+456
544
$33K 0.01%
+546
545
$33K 0.01%
+180
546
$33K 0.01%
+2,635
547
$32K 0.01%
+1,000
548
$32K 0.01%
+999
549
$31K 0.01%
+222
550
$31K 0.01%
+346
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