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
2601
$540K ﹤0.01%
10,180
-1,836
2602
$539K ﹤0.01%
26,595
-310
2603
$539K ﹤0.01%
8,407
-738
2604
$539K ﹤0.01%
+22,364
2605
$538K ﹤0.01%
52,883
+3,002
2606
$538K ﹤0.01%
37,916
+433
2607
$537K ﹤0.01%
53,728
-741
2608
$537K ﹤0.01%
17,755
2609
$536K ﹤0.01%
7,828
-46
2610
$536K ﹤0.01%
13,163
+3,449
2611
$536K ﹤0.01%
1,226
+167
2612
$536K ﹤0.01%
48,545
-3,765
2613
$536K ﹤0.01%
9,898
+5,240
2614
$536K ﹤0.01%
20,269
+9,902
2615
$535K ﹤0.01%
9,656
-75
2616
$534K ﹤0.01%
20,431
+1,669
2617
$534K ﹤0.01%
46,696
-274,185
2618
$534K ﹤0.01%
20,801
-2,976
2619
$533K ﹤0.01%
84,318
+4,205
2620
$532K ﹤0.01%
25,824
+435
2621
$531K ﹤0.01%
14,971
+2,080
2622
$530K ﹤0.01%
59,199
+10,130
2623
$530K ﹤0.01%
42,216
+860
2624
$529K ﹤0.01%
22,181
-1,133
2625
$529K ﹤0.01%
5,726
-16,230
103 104
105
106 107