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
2501
$601K ﹤0.01%
16,782
-950
2502
$601K ﹤0.01%
8,348
+22
2503
$600K ﹤0.01%
27,257
-54
2504
$599K ﹤0.01%
6,800
-6,796
2505
$598K ﹤0.01%
7,186
+269
2506
$597K ﹤0.01%
24,277
-8,784
2507
$596K ﹤0.01%
118,534
+1,343
2508
$596K ﹤0.01%
14,648
-460
2509
$595K ﹤0.01%
31,442
+8,832
2510
$595K ﹤0.01%
16,660
+5,799
2511
$595K ﹤0.01%
7,443
+223
2512
$594K ﹤0.01%
14,407
-921
2513
$594K ﹤0.01%
24,308
+13,085
2514
$593K ﹤0.01%
26,570
+60
2515
$593K ﹤0.01%
35,300
+5,544
2516
$592K ﹤0.01%
25,301
-1,940
2517
$590K ﹤0.01%
24,964
+1,934
2518
$588K ﹤0.01%
38,995
-7,558
2519
$587K ﹤0.01%
1,699
+337
2520
$587K ﹤0.01%
22,716
+3,660
2521
$587K ﹤0.01%
8,001
+498
2522
$584K ﹤0.01%
6,456
+125
2523
$583K ﹤0.01%
20,266
-94
2524
$583K ﹤0.01%
1,271
+33
2525
$582K ﹤0.01%
14,324
+1,886
99 100
101
102 103