CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
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 +$12.5M
2 +$4.36M
3 +$3.82M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.14M

Top Sells

1 +$14.3M
2 +$4.97M
3 +$3.08M
4
NVDA icon
NVIDIA
NVDA
+$2.98M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$2.15M

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
701
$15.6K ﹤0.01%
470
+2
702
$15.5K ﹤0.01%
250
703
$15.3K ﹤0.01%
+287
704
$15.1K ﹤0.01%
+711
705
$14.7K ﹤0.01%
250
706
$14.7K ﹤0.01%
479
+5
707
$14.3K ﹤0.01%
339
708
$14.1K ﹤0.01%
450
709
$14K ﹤0.01%
106
710
$13.8K ﹤0.01%
274
711
$13.8K ﹤0.01%
654
712
$13.8K ﹤0.01%
328
713
$13.6K ﹤0.01%
512
-36,357
714
$13.5K ﹤0.01%
152
+1
715
$13.2K ﹤0.01%
603
-2,442
716
$13.1K ﹤0.01%
69
717
$13K ﹤0.01%
239
-123
718
$12.6K ﹤0.01%
222
719
$12.3K ﹤0.01%
302
720
$12.2K ﹤0.01%
134
+1
721
$12K ﹤0.01%
500
722
$11.8K ﹤0.01%
235
723
$11.7K ﹤0.01%
252
+1
724
$11.5K ﹤0.01%
+425
725
$11.3K ﹤0.01%
155