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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
926
$12.5K ﹤0.01%
250
927
$12.5K ﹤0.01%
270
928
$12.4K ﹤0.01%
201
929
$12.3K ﹤0.01%
409
930
$12.1K ﹤0.01%
259
931
$12K ﹤0.01%
300
932
$11.9K ﹤0.01%
309
-8
933
$11.9K ﹤0.01%
677
934
$11.2K ﹤0.01%
67
935
$11K ﹤0.01%
200
936
$11K ﹤0.01%
258
937
$10.5K ﹤0.01%
+386
938
$10.5K ﹤0.01%
200
939
$10.4K ﹤0.01%
200
940
$10.3K ﹤0.01%
+132
941
$10.2K ﹤0.01%
+440
942
$10.2K ﹤0.01%
347
943
$10K ﹤0.01%
355
+1
944
$10K ﹤0.01%
303
+2
945
$9.81K ﹤0.01%
410
+260
946
$9.78K ﹤0.01%
+352
947
$9.66K ﹤0.01%
326
-1
948
$9.65K ﹤0.01%
430
-54
949
$9.56K ﹤0.01%
500
-300
950
$9.51K ﹤0.01%
85