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
951
$1.22K ﹤0.01%
75
952
$1.2K ﹤0.01%
50
953
$1.12K ﹤0.01%
93
954
$1.12K ﹤0.01%
12
955
$1.1K ﹤0.01%
18
956
$1.08K ﹤0.01%
30
957
$1.06K ﹤0.01%
40
958
$1K ﹤0.01%
+40
959
$999 ﹤0.01%
+40
960
$986 ﹤0.01%
+40
961
$983 ﹤0.01%
+18
962
$973 ﹤0.01%
20
963
$944 ﹤0.01%
42
964
$809 ﹤0.01%
20
965
$802 ﹤0.01%
20
966
$796 ﹤0.01%
34
967
$784 ﹤0.01%
10
968
$771 ﹤0.01%
6
969
$724 ﹤0.01%
25
970
$672 ﹤0.01%
48
971
$556 ﹤0.01%
16
972
$381 ﹤0.01%
12
973
$266 ﹤0.01%
4
974
$223 ﹤0.01%
9
975
$198 ﹤0.01%
1
37 38
39
40 41