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
826
$2.53K ﹤0.01%
+37
827
$2.52K ﹤0.01%
+109
828
$2.48K ﹤0.01%
+67
829
$2.36K ﹤0.01%
+88
830
$2.35K ﹤0.01%
+80
831
$2.35K ﹤0.01%
+70
832
$2.31K ﹤0.01%
+88
833
$2.22K ﹤0.01%
200
-400
834
$2.22K ﹤0.01%
+40
835
$2.12K ﹤0.01%
+61
836
$2.07K ﹤0.01%
+30
837
$1.91K ﹤0.01%
+30
838
$1.88K ﹤0.01%
34
-1,555
839
$1.86K ﹤0.01%
+28
840
$1.86K ﹤0.01%
+88
841
$1.77K ﹤0.01%
+51
842
$1.63K ﹤0.01%
+25
843
$1.62K ﹤0.01%
+32
844
$1.61K ﹤0.01%
+62
845
$1.54K ﹤0.01%
+38
846
$1.48K ﹤0.01%
+50
847
$1.38K ﹤0.01%
+62
848
$1.3K ﹤0.01%
+14
849
$1.28K ﹤0.01%
+27
850
$1.28K ﹤0.01%
+260
32 33
34
35 36