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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
701
$85.1K 0.01%
1,593
702
$84.5K 0.01%
1,497
703
$84.1K 0.01%
2,192
704
$84K 0.01%
702
705
$83.5K 0.01%
13,153
+212
706
$82.2K 0.01%
1,728
-155
707
$82.2K 0.01%
1,119
708
$80.9K 0.01%
3,112
709
$80.8K 0.01%
1,899
+143
710
$80.1K 0.01%
+993
711
$78.6K 0.01%
1,200
712
$77.4K 0.01%
1,775
+1,050
713
$77.4K 0.01%
1,009
714
$76K 0.01%
2,011
+2
715
$75.1K 0.01%
729
+360
716
$74.3K 0.01%
696
717
$73.9K 0.01%
771
718
$73.5K 0.01%
1,225
+210
719
$72.6K 0.01%
2,445
720
$72.6K 0.01%
2,807
721
$72.5K 0.01%
2,153
-15
722
$71.3K 0.01%
2,076
+485
723
$71.2K 0.01%
1,116
724
$69.9K 0.01%
10,555
-1,745
725
$67.7K 0.01%
1,331
+16