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
651
$29K ﹤0.01%
850
652
$28.8K ﹤0.01%
+1,000
653
$28.7K ﹤0.01%
690
654
$28.5K ﹤0.01%
1,370
-485
655
$28.3K ﹤0.01%
1,218
-439
656
$28.3K ﹤0.01%
285
657
$28.2K ﹤0.01%
265
-58
658
$28.1K ﹤0.01%
3,000
659
$27.8K ﹤0.01%
960
+660
660
$27.5K ﹤0.01%
889
661
$27.3K ﹤0.01%
402
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662
$27K ﹤0.01%
+416
663
$26.9K ﹤0.01%
674
664
$26.9K ﹤0.01%
398
665
$26.9K ﹤0.01%
323
666
$26.5K ﹤0.01%
401
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667
$26.2K ﹤0.01%
644
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668
$25.7K ﹤0.01%
2,268
669
$24.3K ﹤0.01%
203
670
$23.8K ﹤0.01%
1,607
+667
671
$23.8K ﹤0.01%
500
672
$23.3K ﹤0.01%
728
-476
673
$22.9K ﹤0.01%
1,370
-5,367
674
$22.3K ﹤0.01%
258
675
$22.3K ﹤0.01%
1,293
25 26
27
28 29