CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.26B
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
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
651
$19K 0.01%
+201
652
$19K 0.01%
+270
653
$19K 0.01%
+200
654
$19K 0.01%
+495
655
$19K 0.01%
+643
656
$18K 0.01%
+1,000
657
$18K 0.01%
+631
658
$18K 0.01%
+1,000
659
$18K 0.01%
+453
660
$18K 0.01%
+1,333
661
$18K 0.01%
+75
662
$18K 0.01%
+224
663
$18K 0.01%
+121
664
$18K 0.01%
+1,104
665
$18K 0.01%
+680
666
$17K 0.01%
+107
667
$17K 0.01%
+834
668
$17K 0.01%
+650
669
$17K 0.01%
+93
670
$17K 0.01%
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671
$17K 0.01%
+1,500
672
$17K 0.01%
+381
673
$17K 0.01%
+712
674
$17K 0.01%
+150
675
$17K 0.01%
+211
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