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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
$359M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,527
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.42%
2 Technology 5.53%
3 Financials 4.81%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$2K ﹤0.01%
25
1277
$2K ﹤0.01%
20
1278
$2K ﹤0.01%
46
1279
$2K ﹤0.01%
+26
1280
$2K ﹤0.01%
54
1281
$2K ﹤0.01%
135
1282
$2K ﹤0.01%
500
1283
$2K ﹤0.01%
75
1284
$2K ﹤0.01%
75
1285
$2K ﹤0.01%
100
1286
$2K ﹤0.01%
100
-1,000
1287
0
1288
$2K ﹤0.01%
200
1289
$2K ﹤0.01%
65
1290
$2K ﹤0.01%
302
1291
$2K ﹤0.01%
52
+2
1292
$2K ﹤0.01%
10
1293
$2K ﹤0.01%
190
1294
$2K ﹤0.01%
92
1295
$2K ﹤0.01%
45
1296
$2K ﹤0.01%
70
-1,051
1297
$2K ﹤0.01%
62
1298
$1K ﹤0.01%
+100
1299
$1K ﹤0.01%
29
-3
1300
$1K ﹤0.01%
+200