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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
1351
$1K ﹤0.01%
50
1352
$1K ﹤0.01%
25
-125
1353
$1K ﹤0.01%
33
1354
$1K ﹤0.01%
200
-1,000
1355
0
1356
$1K ﹤0.01%
+100
1357
$1K ﹤0.01%
44
1358
$1K ﹤0.01%
88
1359
$1K ﹤0.01%
55
1360
$1K ﹤0.01%
50
1361
$1K ﹤0.01%
+20
1362
$1K ﹤0.01%
11
1363
$1K ﹤0.01%
+41
1364
$1K ﹤0.01%
800
1365
$1K ﹤0.01%
50
1366
$1K ﹤0.01%
19
-50
1367
-75
1368
$0 ﹤0.01%
5
1369
$0 ﹤0.01%
65
1370
$0 ﹤0.01%
8
1371
-2,900
1372
$0 ﹤0.01%
6
1373
-1,100
1374
-1,400
1375
-410