CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.26B
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.98M
3
+$6.38M
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$5.45M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.6M

Top Sells

1
+$7.33M
2
+$5.55M
3
+$5.02M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$3.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.39M

Sector Composition

1 Technology 10.9%
2 Financials 5.61%
3 Healthcare 4.66%
4 Consumer Discretionary 4.16%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17.9K ﹤0.01%
69
802
$17.6K ﹤0.01%
476
803
$17.5K ﹤0.01%
113
-70
804
$17.5K ﹤0.01%
199
805
$17.4K ﹤0.01%
171
806
$17.3K ﹤0.01%
339
807
$17.2K ﹤0.01%
155
+1
808
$17.1K ﹤0.01%
251
+1
809
$17.1K ﹤0.01%
500
810
$16.8K ﹤0.01%
483
-292
811
$16.7K ﹤0.01%
250
812
$16.6K ﹤0.01%
512
813
$16.2K ﹤0.01%
780
814
$16.1K ﹤0.01%
542
-100
815
$16K ﹤0.01%
+400
816
$16K ﹤0.01%
+200
817
$15.6K ﹤0.01%
189
818
$15.6K ﹤0.01%
+127
819
$15.6K ﹤0.01%
133
-86
820
$15.4K ﹤0.01%
98
821
$15.4K ﹤0.01%
374
-28
822
$15.2K ﹤0.01%
677
823
$15K ﹤0.01%
350
+250
824
$14.7K ﹤0.01%
400
825
$14.6K ﹤0.01%
528
31 32
33
34 35