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
$1.01B
AUM Growth
-$852K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.9M
3
+$1.41M
4
BSTP icon
Innovator Buffer Step-Up Strategy ETF
BSTP
+$1.15M
5
LOW icon
Lowe's Companies
LOW
+$1.14M

Top Sells

1
+$1.08M
2
+$932K
3
+$839K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$671K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$622K

Sector Composition

1 Technology 7.64%
2 Healthcare 4.58%
3 Financials 4.3%
4 Consumer Discretionary 4.18%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$20.7K ﹤0.01%
636
+3
702
$20.2K ﹤0.01%
1,384
-439
703
$20.2K ﹤0.01%
+10,000
704
$20.1K ﹤0.01%
660
+123
705
$20.1K ﹤0.01%
536
+245
706
$20.1K ﹤0.01%
250
707
$19.5K ﹤0.01%
87
-6
708
$19.2K ﹤0.01%
310
709
$18.6K ﹤0.01%
830
710
$18.5K ﹤0.01%
248
-294
711
$18.3K ﹤0.01%
590
712
$18.3K ﹤0.01%
+600
713
$17.5K ﹤0.01%
347
714
$17.5K ﹤0.01%
967
715
$17.2K ﹤0.01%
1,008
-101
716
$17.2K ﹤0.01%
440
717
$16.7K ﹤0.01%
324
718
$16.2K ﹤0.01%
477
719
$16.1K ﹤0.01%
626
720
$16.1K ﹤0.01%
132
-400
721
$16.1K ﹤0.01%
+379
722
$16K ﹤0.01%
+180
723
$15.4K ﹤0.01%
236
-117
724
$15.3K ﹤0.01%
578
725
$15.1K ﹤0.01%
250
27 28
29
30 31