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
$826M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$5.58M
3 +$2.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.75M
5
AAPL icon
Apple
AAPL
+$1.6M

Sector Composition

1 Technology 8.58%
2 Healthcare 5.65%
3 Consumer Discretionary 4.39%
4 Financials 3.35%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$12K ﹤0.01%
253
+1
702
$12K ﹤0.01%
212
703
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175
704
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450
705
$11K ﹤0.01%
500
706
$11K ﹤0.01%
176
707
$11K ﹤0.01%
155
708
$11K ﹤0.01%
300
709
$11K ﹤0.01%
226
+129
710
$10K ﹤0.01%
381
+3
711
$10K ﹤0.01%
303
712
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194
713
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+1
714
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340
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210
-121
716
$10K ﹤0.01%
454
717
$10K ﹤0.01%
289
+39
718
$10K ﹤0.01%
303
719
$10K ﹤0.01%
852
+2
720
$10K ﹤0.01%
367
+89
721
$9K ﹤0.01%
180
722
$9K ﹤0.01%
255
723
$9K ﹤0.01%
+162
724
$9K ﹤0.01%
+483
725
$9K ﹤0.01%
+325