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
2526
$581K ﹤0.01%
4,978
-1,910
2527
$581K ﹤0.01%
15,592
+2,161
2528
$580K ﹤0.01%
34,229
-11,785
2529
$580K ﹤0.01%
25,519
+1,149
2530
$579K ﹤0.01%
28,874
-24,761
2531
$579K ﹤0.01%
10,158
-87
2532
$577K ﹤0.01%
+11,191
2533
$576K ﹤0.01%
4,653
+1
2534
$576K ﹤0.01%
49,054
-2,082
2535
$576K ﹤0.01%
19,071
-48
2536
$576K ﹤0.01%
22,670
+2,067
2537
$576K ﹤0.01%
3,820
-18
2538
$575K ﹤0.01%
53,620
+10,600
2539
$574K ﹤0.01%
14,802
+879
2540
$573K ﹤0.01%
23,517
-948
2541
$573K ﹤0.01%
+24,689
2542
$572K ﹤0.01%
21,465
+12,061
2543
$571K ﹤0.01%
9,930
2544
$571K ﹤0.01%
5,488
+1,695
2545
$571K ﹤0.01%
21,481
+94
2546
$570K ﹤0.01%
21,265
+9,914
2547
$570K ﹤0.01%
1,791
+15
2548
$570K ﹤0.01%
4,012
-14
2549
$570K ﹤0.01%
2,271
+224
2550
$570K ﹤0.01%
1,900
-512
100 101
102
103 104