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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
$1.26B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.6%
2 Financials 5.73%
3 Healthcare 4.56%
4 Consumer Discretionary 4.27%
5 Communication Services 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$31.1K ﹤0.01%
220
-315
827
$31K ﹤0.01%
837
828
$30.7K ﹤0.01%
227
-63
829
$30.6K ﹤0.01%
1,030
+190
830
$30.5K ﹤0.01%
400
831
$30.4K ﹤0.01%
172
832
$30.4K ﹤0.01%
681
-120
833
$30K ﹤0.01%
1,200
834
$29.9K ﹤0.01%
629
835
$29.7K ﹤0.01%
380
836
$29.4K ﹤0.01%
455
+111
837
$29.3K ﹤0.01%
420
838
$28.8K ﹤0.01%
1,085
839
$28.8K ﹤0.01%
655
840
$28.6K ﹤0.01%
568
841
$28.2K ﹤0.01%
1,875
842
$28.2K ﹤0.01%
853
843
$28.2K ﹤0.01%
20,000
+10,000
844
$28.1K ﹤0.01%
419
845
$28K ﹤0.01%
222
846
$27.6K ﹤0.01%
230
847
$27.6K ﹤0.01%
332
+236
848
$27.5K ﹤0.01%
526
849
$27.4K ﹤0.01%
532
+2
850
$26.2K ﹤0.01%
625