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
901
$4.92K ﹤0.01%
+190
902
$4.77K ﹤0.01%
131
903
$4.74K ﹤0.01%
250
+2
904
$4.7K ﹤0.01%
100
-100
905
$4.34K ﹤0.01%
81
906
$4.34K ﹤0.01%
74
907
$4.27K ﹤0.01%
187
908
$4.23K ﹤0.01%
25
909
$4.21K ﹤0.01%
210
910
$4.17K ﹤0.01%
79
911
$3.97K ﹤0.01%
86
912
$3.92K ﹤0.01%
100
913
$3.77K ﹤0.01%
100
914
$3.73K ﹤0.01%
120
915
$3.49K ﹤0.01%
124
916
$3.39K ﹤0.01%
114
917
$3.37K ﹤0.01%
43
918
$3.29K ﹤0.01%
99
919
$3.24K ﹤0.01%
150
920
$3.23K ﹤0.01%
141
921
$3.2K ﹤0.01%
87
-3,315
922
$3.14K ﹤0.01%
66
923
$3.11K ﹤0.01%
51
924
$3.08K ﹤0.01%
63
925
$2.99K ﹤0.01%
82
35 36
37
38 39