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
$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
Consumers Staples Select Sector SPDR Fund
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
826
$14.3K ﹤0.01%
235
827
$14.2K ﹤0.01%
300
828
$13.9K ﹤0.01%
300
829
$13.6K ﹤0.01%
145
-7
830
$13.4K ﹤0.01%
123
831
$13.3K ﹤0.01%
275
-1,144
832
$13.3K ﹤0.01%
385
833
$13.1K ﹤0.01%
367
834
$13.1K ﹤0.01%
+231
835
$13K ﹤0.01%
450
836
$13K ﹤0.01%
155
837
$12.9K ﹤0.01%
385
838
$12.8K ﹤0.01%
366
839
$12.7K ﹤0.01%
92
840
$12.5K ﹤0.01%
240
841
$12.4K ﹤0.01%
154
842
$12.3K ﹤0.01%
82
843
$11.9K ﹤0.01%
165
-103
844
$11.7K ﹤0.01%
200
845
$11.7K ﹤0.01%
279
846
$11.6K ﹤0.01%
409
847
$11.6K ﹤0.01%
218
+1
848
$11.5K ﹤0.01%
+260
849
$11.4K ﹤0.01%
150
850
$11.3K ﹤0.01%
232
32 33
34
35 36