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
$234M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$4.03M
3
+$3.98M
4
EWZS icon
iShares MSCI Brazil Small-Cap ETF
EWZS
+$3.52M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.4M

Top Sells

1
+$5.45M
2
+$3.25M
3
+$3.13M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.11M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.43M

Sector Composition

1 Healthcare 6.11%
2 Financials 4.21%
3 Consumer Staples 3.93%
4 Technology 3.87%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$11K ﹤0.01%
+273
777
$11K ﹤0.01%
+230
778
$11K ﹤0.01%
+550
779
$11K ﹤0.01%
+610
780
$11K ﹤0.01%
+200
781
$11K ﹤0.01%
+15,000
782
$11K ﹤0.01%
+230
783
$11K ﹤0.01%
+450
784
$11K ﹤0.01%
+418
785
$11K ﹤0.01%
+217
786
$11K ﹤0.01%
+252
787
$11K ﹤0.01%
+377
788
$11K ﹤0.01%
+95
789
$11K ﹤0.01%
+150
790
$11K ﹤0.01%
+200
791
$11K ﹤0.01%
+138
792
$11K ﹤0.01%
+1,383
793
$11K ﹤0.01%
+1,000
794
$11K ﹤0.01%
+1,000
795
$11K ﹤0.01%
+425
796
$11K ﹤0.01%
+175
797
$11K ﹤0.01%
+100
798
$11K ﹤0.01%
+1,000
799
$11K ﹤0.01%
+80
800
$11K ﹤0.01%
+1,948
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