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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
$359M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,527
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.42%
2 Technology 5.53%
3 Financials 4.81%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$19K 0.01%
380
827
$19K 0.01%
1,000
828
$19K 0.01%
+981
829
$19K 0.01%
180
830
$19K 0.01%
200
831
$19K 0.01%
+950
832
$18K 0.01%
202
-12
833
$18K 0.01%
778
834
$18K 0.01%
173
835
$18K 0.01%
525
836
$18K 0.01%
500
837
$18K 0.01%
96
838
$18K 0.01%
+150
839
$18K 0.01%
634
+334
840
$18K 0.01%
124
841
$18K 0.01%
3,151
842
$18K 0.01%
492
-35
843
$17K ﹤0.01%
834
844
$17K ﹤0.01%
1,885
845
$17K ﹤0.01%
300
846
$17K ﹤0.01%
160
847
$17K ﹤0.01%
1,558
848
$17K ﹤0.01%
230
849
$17K ﹤0.01%
125
850
$17K ﹤0.01%
200