Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$67.7M
2
+$38.1M
3
+$24.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$21.8M

Top Sells

1
+$27.2M
2
+$22.4M
3
+$16.6M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.3M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.1M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.69%
4 Communication Services 3.04%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.2M 0.09%
1,382,174
+34,914
227
$32M 0.09%
270,569
+16,836
228
$32M 0.09%
215,503
+24,444
229
$31.9M 0.09%
191,957
-5,237
230
$31.8M 0.09%
528,014
+21,655
231
$31.7M 0.09%
678,880
+3,970
232
$31.7M 0.09%
844,587
-274,324
233
$31.6M 0.09%
4,576,534
+164,116
234
$31.5M 0.09%
909,083
+88,606
235
$31.5M 0.09%
150,409
+45,073
236
$31.5M 0.09%
316,161
+23,627
237
$31.2M 0.09%
425,230
-15,969
238
$31M 0.09%
229,571
+15,095
239
$31M 0.09%
282,700
+36,676
240
$31M 0.09%
781,702
+15,888
241
$30.8M 0.08%
67,452
+2,463
242
$30.7M 0.08%
183,647
-350
243
$30.4M 0.08%
380,549
+56,560
244
$30.4M 0.08%
108,543
+11,254
245
$30.3M 0.08%
137,123
+2,252
246
$30.2M 0.08%
62,112
+1,028
247
$30.2M 0.08%
301,900
+9,871
248
$29.8M 0.08%
105,429
-2,988
249
$29.6M 0.08%
593,079
+60,672
250
$29.5M 0.08%
355,969
+1,257
8 9
10
11 12