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
$847M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$4.37M
3
+$3.86M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$3.41M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.14M

Top Sells

1
+$13.9M
2
+$5.1M
3
+$3.83M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

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
751
$8.43K ﹤0.01%
89
-591
752
$8.36K ﹤0.01%
456
+3
753
$8.36K ﹤0.01%
61
-5
754
$8.1K ﹤0.01%
+322
755
$8.09K ﹤0.01%
329
756
$7.93K ﹤0.01%
150
757
$7.92K ﹤0.01%
300
758
$7.87K ﹤0.01%
200
759
$7.67K ﹤0.01%
+229
760
$7.59K ﹤0.01%
150
761
$7.41K ﹤0.01%
80
762
$7.21K ﹤0.01%
103
-163
763
$7.02K ﹤0.01%
86
-76
764
$6.83K ﹤0.01%
89
765
$6.71K ﹤0.01%
241
+65
766
$6.68K ﹤0.01%
+95
767
$6.17K ﹤0.01%
527
768
$6.04K ﹤0.01%
+160
769
$5.8K ﹤0.01%
148
770
$5.79K ﹤0.01%
53
-26
771
$5.67K ﹤0.01%
232
772
$5.62K ﹤0.01%
133
773
$5.62K ﹤0.01%
+284
774
$5.54K ﹤0.01%
357
775
$5.42K ﹤0.01%
231
29 30
31
32 33