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
551
$31K 0.01%
+640
552
$31K 0.01%
+816
553
$31K 0.01%
+5,030
554
$31K 0.01%
+1,647
555
$30K 0.01%
+387
556
$30K 0.01%
+1,000
557
$30K 0.01%
+325
558
$30K 0.01%
+1,554
559
$30K 0.01%
+896
560
$30K 0.01%
+600
561
$29K 0.01%
+1,114
562
$29K 0.01%
+844
563
$29K 0.01%
+705
564
$29K 0.01%
+688
565
$28K 0.01%
+1,400
566
$28K 0.01%
+700
567
$28K 0.01%
+656
568
$28K 0.01%
+491
569
$28K 0.01%
+1,392
570
$28K 0.01%
+4,193
571
$28K 0.01%
+415
572
$28K 0.01%
+1,133
573
$27K 0.01%
+1,470
574
$27K 0.01%
+1,015
575
$27K 0.01%
+700
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