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
726
$9K ﹤0.01%
86
+34
727
$9K ﹤0.01%
299
+39
728
$8K ﹤0.01%
267
729
$8K ﹤0.01%
+232
730
$8K ﹤0.01%
450
+3
731
$8K ﹤0.01%
154
732
$8K ﹤0.01%
200
733
$8K ﹤0.01%
79
734
$8K ﹤0.01%
60
735
$8K ﹤0.01%
215
736
$8K ﹤0.01%
175
737
$8K ﹤0.01%
150
738
$8K ﹤0.01%
365
739
$7K ﹤0.01%
329
740
$7K ﹤0.01%
+89
741
$7K ﹤0.01%
150
742
$7K ﹤0.01%
300
743
$7K ﹤0.01%
150
744
$6K ﹤0.01%
150
745
$6K ﹤0.01%
127
+29
746
$6K ﹤0.01%
+101
747
$6K ﹤0.01%
140
748
$6K ﹤0.01%
71
-131
749
$6K ﹤0.01%
60
750
$6K ﹤0.01%
600