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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
1326
$1K ﹤0.01%
45
1327
$1K ﹤0.01%
325
1328
$1K ﹤0.01%
16
1329
$1K ﹤0.01%
14
1330
$1K ﹤0.01%
6
1331
$1K ﹤0.01%
200
1332
$1K ﹤0.01%
125
1333
$1K ﹤0.01%
40
1334
$1K ﹤0.01%
857
1335
$1K ﹤0.01%
200
-1,000
1336
$1K ﹤0.01%
+15
1337
$1K ﹤0.01%
131
1338
$1K ﹤0.01%
16
1339
$1K ﹤0.01%
16
1340
$1K ﹤0.01%
250
1341
$1K ﹤0.01%
20
1342
$1K ﹤0.01%
9
1343
$1K ﹤0.01%
20
1344
$1K ﹤0.01%
21
1345
$1K ﹤0.01%
30
1346
$1K ﹤0.01%
75
1347
$1K ﹤0.01%
75
1348
$1K ﹤0.01%
40
1349
$1K ﹤0.01%
7
1350
$1K ﹤0.01%
100