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
926
$2.89K ﹤0.01%
88
927
$2.85K ﹤0.01%
43
+39
928
$2.75K ﹤0.01%
100
929
$2.64K ﹤0.01%
40
930
$2.54K ﹤0.01%
100
931
$2.49K ﹤0.01%
61
932
$2.13K ﹤0.01%
67
933
$2.02K ﹤0.01%
95
+1
934
$2.02K ﹤0.01%
80
935
$1.98K ﹤0.01%
37
+1
936
$1.92K ﹤0.01%
50
937
$1.9K ﹤0.01%
74
938
$1.82K ﹤0.01%
60
939
$1.81K ﹤0.01%
29
940
$1.8K ﹤0.01%
50
941
$1.78K ﹤0.01%
142
942
$1.73K ﹤0.01%
40
943
$1.68K ﹤0.01%
100
944
$1.68K ﹤0.01%
25
-200
945
$1.65K ﹤0.01%
40
946
$1.64K ﹤0.01%
54
947
$1.56K ﹤0.01%
125
+25
948
$1.42K ﹤0.01%
5
949
$1.37K ﹤0.01%
14
950
$1.35K ﹤0.01%
+20
36 37
38
39 40