Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,681
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$31.3M
3
+$28.4M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.8M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$19.7M

Top Sells

1
+$53.2M
2
+$41.8M
3
+$39.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25.5M

Sector Composition

1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$429K ﹤0.01%
8,741
-136
2577
$429K ﹤0.01%
33,239
-10,226
2578
$429K ﹤0.01%
17,699
-9,378
2579
$428K ﹤0.01%
6,237
+2,729
2580
$428K ﹤0.01%
5,667
-5,294
2581
$427K ﹤0.01%
6,858
+33
2582
$427K ﹤0.01%
+27,251
2583
$427K ﹤0.01%
+17,987
2584
$426K ﹤0.01%
7,527
-16,203
2585
$426K ﹤0.01%
+16,704
2586
$425K ﹤0.01%
4,396
+136
2587
$425K ﹤0.01%
2,459
-3
2588
$425K ﹤0.01%
30,693
+6,600
2589
$424K ﹤0.01%
62,998
+28,823
2590
$424K ﹤0.01%
2,356
+160
2591
$424K ﹤0.01%
8,980
-1,817
2592
$424K ﹤0.01%
47,858
-3,747
2593
$424K ﹤0.01%
13,641
+8
2594
$423K ﹤0.01%
50,219
-283
2595
$421K ﹤0.01%
15,537
-144
2596
$420K ﹤0.01%
8,793
-740
2597
$420K ﹤0.01%
+15,554
2598
$419K ﹤0.01%
19,695
+2,413
2599
$419K ﹤0.01%
13,809
+172
2600
$419K ﹤0.01%
7,642
-273
102 103
104
105 106