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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
751
$58.7K ﹤0.01%
466
+11
752
$58.4K ﹤0.01%
854
-39
753
$57K ﹤0.01%
960
754
$56.6K ﹤0.01%
265
755
$55.9K ﹤0.01%
1,159
+9
756
$55.5K ﹤0.01%
920
757
$54.5K ﹤0.01%
752
-42
758
$53.3K ﹤0.01%
800
759
$53.1K ﹤0.01%
1,700
760
$52.9K ﹤0.01%
2,106
-1,600
761
$52.8K ﹤0.01%
1,812
762
$52.3K ﹤0.01%
1,655
+155
763
$51.8K ﹤0.01%
2,300
764
$51.6K ﹤0.01%
3,625
765
$51.6K ﹤0.01%
523
766
$51K ﹤0.01%
421
+200
767
$50.6K ﹤0.01%
1,324
768
$49.9K ﹤0.01%
753
+133
769
$49.3K ﹤0.01%
700
770
$49.1K ﹤0.01%
1,096
-400
771
$48.6K ﹤0.01%
854
+1
772
$48.4K ﹤0.01%
1,364
773
$48.3K ﹤0.01%
750
+400
774
$48.1K ﹤0.01%
1,381
775
$48K ﹤0.01%
1,968
+187