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CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.37B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.6%
2 Financials 5.73%
3 Healthcare 4.56%
4 Consumer Discretionary 4.27%
5 Communication Services 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$99.6K 0.01%
486
677
$99.2K 0.01%
3,431
+8
678
$98.9K 0.01%
1,950
679
$98.6K 0.01%
1,462
680
$98.1K 0.01%
3,000
681
$97.6K 0.01%
2,900
682
$97.3K 0.01%
3,193
683
$96.9K 0.01%
2,257
+564
684
$95.4K 0.01%
974
+27
685
$95.2K 0.01%
4,766
+93
686
$93K 0.01%
1,180
+300
687
$92.1K 0.01%
3,990
-5,442
688
$92.1K 0.01%
930
689
$92K 0.01%
659
690
$91.4K 0.01%
1,107
+296
691
$90.9K 0.01%
2,230
-107
692
$90K 0.01%
1,228
+483
693
$89.1K 0.01%
1,845
694
$89.1K 0.01%
3,264
+236
695
$88.6K 0.01%
3,473
+50
696
$88.1K 0.01%
2,280
697
$87.4K 0.01%
1,742
-126
698
$87K 0.01%
4,033
+170
699
$86.8K 0.01%
669
700
$86.7K 0.01%
2,107