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
676
$17K 0.01%
+1,500
677
$17K 0.01%
+900
678
$17K 0.01%
+200
679
$17K 0.01%
+405
680
$17K 0.01%
+200
681
$17K 0.01%
+790
682
$16K 0.01%
+190
683
$16K 0.01%
+750
684
$16K 0.01%
+509
685
$16K 0.01%
+120
686
$16K 0.01%
+375
687
$16K 0.01%
+713
688
$16K 0.01%
+875
689
$16K 0.01%
+560
690
$16K 0.01%
+1,760
691
$16K 0.01%
+300
692
$16K 0.01%
+800
693
$16K 0.01%
55
-918
694
$16K 0.01%
+401
695
$16K 0.01%
+300
696
$16K 0.01%
+542
697
$16K 0.01%
+1,096
698
$16K 0.01%
+109
699
$16K 0.01%
+276
700
$16K 0.01%
+1,613
26 27
28
29 30