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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
876
$21.5K ﹤0.01%
262
877
$21.4K ﹤0.01%
780
878
$21.3K ﹤0.01%
421
-12
879
$20.9K ﹤0.01%
450
880
$20.6K ﹤0.01%
+745
881
$20.6K ﹤0.01%
180
882
$20.3K ﹤0.01%
876
883
$20.1K ﹤0.01%
+700
884
$19.9K ﹤0.01%
26,525
885
$19.5K ﹤0.01%
+743
886
$19.5K ﹤0.01%
224
887
$19.5K ﹤0.01%
189
888
$19.4K ﹤0.01%
411
889
$19.4K ﹤0.01%
500
890
$19.2K ﹤0.01%
267
891
$19.1K ﹤0.01%
375
892
$19K ﹤0.01%
399
893
$18.8K ﹤0.01%
483
894
$18.8K ﹤0.01%
350
895
$18.2K ﹤0.01%
200
896
$17.9K ﹤0.01%
300
897
$17.7K ﹤0.01%
700
898
$17.5K ﹤0.01%
512
899
$17.5K ﹤0.01%
400
900
$17.4K ﹤0.01%
156