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
2626
$529K ﹤0.01%
24,080
+995
2627
$529K ﹤0.01%
+79,007
2628
$527K ﹤0.01%
5,122
+962
2629
$526K ﹤0.01%
20,286
+12,200
2630
$526K ﹤0.01%
12,390
-2,851
2631
$526K ﹤0.01%
8,959
+1
2632
$526K ﹤0.01%
18,571
-5,534
2633
$525K ﹤0.01%
37,503
-6,835
2634
$525K ﹤0.01%
+32,286
2635
$525K ﹤0.01%
21,274
-1,717
2636
$524K ﹤0.01%
12,987
+6,591
2637
$524K ﹤0.01%
19,216
+3,602
2638
$524K ﹤0.01%
15,212
+228
2639
$522K ﹤0.01%
+6,234
2640
$522K ﹤0.01%
19,449
+213
2641
$522K ﹤0.01%
8,696
-847
2642
$522K ﹤0.01%
22,579
-36,135
2643
$521K ﹤0.01%
15,820
-941
2644
$519K ﹤0.01%
12,960
+3,143
2645
$519K ﹤0.01%
8,790
+4,423
2646
$519K ﹤0.01%
46,322
-1,629
2647
$518K ﹤0.01%
53,811
+27,128
2648
$518K ﹤0.01%
5,546
+688
2649
$517K ﹤0.01%
7,050
+43
2650
$516K ﹤0.01%
1,968
+439
104 105
106
107 108