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
$1.05B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.98M
3
+$6.38M
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$5.45M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.6M

Top Sells

1
+$7.33M
2
+$5.55M
3
+$5.02M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$3.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.39M

Sector Composition

1 Technology 10.9%
2 Financials 5.61%
3 Healthcare 4.66%
4 Consumer Discretionary 4.16%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$61.6K 0.01%
282
652
$61.6K 0.01%
1,420
653
$61.4K 0.01%
870
+5
654
$61.2K 0.01%
+1,885
655
$60.8K 0.01%
2,163
-53
656
$59.7K 0.01%
822
-643
657
$59.6K 0.01%
2,171
-26
658
$59.5K 0.01%
1,630
659
$58.9K 0.01%
1,564
660
$58.9K 0.01%
577
+4
661
$58.3K 0.01%
810
662
$58.2K 0.01%
185
-35
663
$57.8K 0.01%
567
664
$55.9K 0.01%
914
665
$55.8K 0.01%
1,425
666
$55.4K 0.01%
819
667
$54.7K 0.01%
2,850
-375
668
$53.3K 0.01%
217
+25
669
$53K 0.01%
1,700
670
$52.8K 0.01%
703
671
$52.4K 0.01%
1,457
-175
672
$52.1K ﹤0.01%
396
+47
673
$52K ﹤0.01%
1,245
674
$51.8K ﹤0.01%
1,900
675
$51.7K ﹤0.01%
899
+787
25 26
27
28 29