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
2476
$615K ﹤0.01%
3,229
+50
2477
$614K ﹤0.01%
18,606
-2,719
2478
$614K ﹤0.01%
19,658
-1,502
2479
$613K ﹤0.01%
80,922
+4,787
2480
$610K ﹤0.01%
13,075
-380
2481
$610K ﹤0.01%
41,449
-2,606
2482
$609K ﹤0.01%
113,014
+15,778
2483
$609K ﹤0.01%
10,808
+167
2484
$609K ﹤0.01%
35,818
-373
2485
$609K ﹤0.01%
33,075
+4,627
2486
$608K ﹤0.01%
20,035
2487
$608K ﹤0.01%
39,304
+19,537
2488
$608K ﹤0.01%
4,341
+909
2489
$607K ﹤0.01%
13,967
-509
2490
$607K ﹤0.01%
44,372
+19,788
2491
$606K ﹤0.01%
+32,026
2492
$606K ﹤0.01%
20,144
+2,194
2493
$605K ﹤0.01%
+23,767
2494
$605K ﹤0.01%
13,782
+253
2495
$604K ﹤0.01%
26,118
+2,476
2496
$603K ﹤0.01%
14,090
-429
2497
$603K ﹤0.01%
26,303
+3,816
2498
$602K ﹤0.01%
17,628
+8,353
2499
$602K ﹤0.01%
16,187
-1,749
2500
$602K ﹤0.01%
13,462
-6,196
98 99
100
101 102