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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
726
$67.1K 0.01%
2,167
-37,122
727
$66.5K 0.01%
2,002
-75
728
$65.8K 0.01%
180
-47
729
$65.5K 0.01%
591
+3
730
$64.3K 0.01%
3,619
731
$64.3K 0.01%
2,394
732
$64.3K 0.01%
1,130
+138
733
$64.2K 0.01%
1,366
+346
734
$63.5K 0.01%
1,140
+518
735
$62.9K 0.01%
572
+1
736
$62.6K 0.01%
1,900
737
$62.1K ﹤0.01%
800
738
$61.5K ﹤0.01%
3,616
-91
739
$61.5K ﹤0.01%
+816
740
$61.4K ﹤0.01%
1,764
-75
741
$61.3K ﹤0.01%
+813
742
$61.2K ﹤0.01%
+1,700
743
$61K ﹤0.01%
+3,080
744
$60.6K ﹤0.01%
512
745
$60.6K ﹤0.01%
+1,236
746
$60.6K ﹤0.01%
1,370
+970
747
$60.4K ﹤0.01%
+2,000
748
$60.2K ﹤0.01%
+1,940
749
$59.9K ﹤0.01%
1,215
750
$59.9K ﹤0.01%
3,105
-140