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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
851
$26.2K ﹤0.01%
421
852
$25.7K ﹤0.01%
800
853
$25.5K ﹤0.01%
1,016
854
$25.4K ﹤0.01%
555
-500
855
$25.2K ﹤0.01%
+290
856
$25.2K ﹤0.01%
547
+347
857
$25.1K ﹤0.01%
868
-86
858
$24.9K ﹤0.01%
175
-10
859
$24.9K ﹤0.01%
775
860
$24.9K ﹤0.01%
1,000
861
$24.8K ﹤0.01%
530
862
$24.7K ﹤0.01%
20
863
$24.2K ﹤0.01%
210
864
$24K ﹤0.01%
161
865
$23.6K ﹤0.01%
574
866
$23.5K ﹤0.01%
332
867
$23.5K ﹤0.01%
488
+48
868
$23.3K ﹤0.01%
232
+1
869
$23.2K ﹤0.01%
444
+220
870
$23.1K ﹤0.01%
690
-318
871
$22.9K ﹤0.01%
498
+2
872
$22.6K ﹤0.01%
430
873
$22.1K ﹤0.01%
+500
874
$21.8K ﹤0.01%
500
875
$21.5K ﹤0.01%
113