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
2576
$555K ﹤0.01%
15,733
-15
2577
$555K ﹤0.01%
7,656
+711
2578
$553K ﹤0.01%
+45,971
2579
$552K ﹤0.01%
16,857
+3,100
2580
$552K ﹤0.01%
+91,618
2581
$551K ﹤0.01%
40,977
-1,001
2582
$551K ﹤0.01%
22,219
-486
2583
$551K ﹤0.01%
448,028
-15,730
2584
$550K ﹤0.01%
53,331
+1,964
2585
$548K ﹤0.01%
+4,529
2586
$548K ﹤0.01%
9,280
+1,004
2587
$548K ﹤0.01%
34,830
2588
$548K ﹤0.01%
577,290
+266,030
2589
$547K ﹤0.01%
8,610
-101
2590
$547K ﹤0.01%
42,165
+8,884
2591
$547K ﹤0.01%
10,065
-1,084
2592
$546K ﹤0.01%
6,677
-90
2593
$546K ﹤0.01%
13,993
-6,154
2594
$545K ﹤0.01%
22,320
+3,124
2595
$544K ﹤0.01%
146,110
+31,968
2596
$543K ﹤0.01%
18,210
+1,214
2597
$543K ﹤0.01%
20,476
-436
2598
$541K ﹤0.01%
3,713
+604
2599
$541K ﹤0.01%
6,597
-1,725
2600
$541K ﹤0.01%
49,559
+301
102 103
104
105 106