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
801
$4.31K ﹤0.01%
+46
802
$4.24K ﹤0.01%
+81
803
$4.12K ﹤0.01%
+100
804
$4.02K ﹤0.01%
152
805
$4.01K ﹤0.01%
+60
806
$3.99K ﹤0.01%
+150
807
$3.97K ﹤0.01%
+100
808
$3.96K ﹤0.01%
+187
809
$3.94K ﹤0.01%
+64
810
$3.89K ﹤0.01%
+91
811
$3.89K ﹤0.01%
+28
812
$3.73K ﹤0.01%
+100
813
$3.69K ﹤0.01%
+72
814
$3.59K ﹤0.01%
+82
815
$3.55K ﹤0.01%
+70
816
$3.52K ﹤0.01%
100
-203
817
$3.28K ﹤0.01%
+350
818
$3.22K ﹤0.01%
+100
819
$3.15K ﹤0.01%
+62
820
$3.14K ﹤0.01%
59
-528
821
$2.95K ﹤0.01%
+100
822
$2.9K ﹤0.01%
+55
823
$2.73K ﹤0.01%
+241
824
$2.56K ﹤0.01%
+100
825
$2.55K ﹤0.01%
+100
31 32
33
34 35