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
$847M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$4.37M
3
+$3.86M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.41M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.14M

Top Sells

1
+$13.9M
2
+$5.1M
3
+$3.83M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.4%
3 Financials 4.64%
4 Consumer Discretionary 4.48%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$64.3K 0.01%
1,012
-407
577
$64.2K 0.01%
2,000
578
$63.4K 0.01%
2,309
+2
579
$62.6K 0.01%
1,200
580
$60.8K 0.01%
1,068
581
$59.7K 0.01%
3,255
-194
582
$59.5K 0.01%
2,110
-500
583
$58.6K 0.01%
2,300
+50
584
$58.4K 0.01%
2,995
-872
585
$57.7K 0.01%
663
-453
586
$57.6K 0.01%
2,890
-1,665
587
$56.9K 0.01%
1,090
-17
588
$56.5K 0.01%
1,395
-233
589
$56.5K 0.01%
2,400
590
$56.1K 0.01%
392
+2
591
$54.7K 0.01%
2,750
+750
592
$54.7K 0.01%
3,764
+4
593
$54K 0.01%
1,726
-225
594
$52.3K 0.01%
1,325
595
$52.2K 0.01%
651
596
$51.6K 0.01%
19,455
+200
597
$51.5K 0.01%
720
598
$50.6K 0.01%
851
+26
599
$49.8K 0.01%
586
+2
600
$48.5K 0.01%
625
-220
22 23
24
25 26