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
2551
$569K ﹤0.01%
46,278
-239
2552
$569K ﹤0.01%
3,481
+842
2553
$568K ﹤0.01%
201,399
+25,952
2554
$567K ﹤0.01%
42,514
-3,324
2555
$564K ﹤0.01%
1,610
-334
2556
$564K ﹤0.01%
318,645
+139,145
2557
$564K ﹤0.01%
13,113
-2,725
2558
$563K ﹤0.01%
1,971
+23
2559
$563K ﹤0.01%
5,442
-28
2560
$562K ﹤0.01%
2,558
-632
2561
$562K ﹤0.01%
7,511
+66
2562
$561K ﹤0.01%
15,817
+9,484
2563
$560K ﹤0.01%
24,972
-22,638
2564
$559K ﹤0.01%
84,543
-15,588
2565
$559K ﹤0.01%
2,371
-73
2566
$559K ﹤0.01%
123,072
-4,493
2567
$559K ﹤0.01%
50,759
-5,308
2568
$559K ﹤0.01%
8,995
+1,190
2569
$558K ﹤0.01%
69,527
-8,433
2570
$558K ﹤0.01%
16,513
-4,034
2571
$557K ﹤0.01%
25,872
+238
2572
$556K ﹤0.01%
11,195
+70
2573
$556K ﹤0.01%
7,461
+577
2574
$556K ﹤0.01%
34,387
+2,542
2575
$556K ﹤0.01%
205,585
-15,715
101 102
103
104 105