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
2651
$515K ﹤0.01%
9,576
+213
2652
$515K ﹤0.01%
83,034
+12,473
2653
$514K ﹤0.01%
9,074
+49
2654
$514K ﹤0.01%
8,111
-654
2655
$514K ﹤0.01%
8,844
-9,458
2656
$514K ﹤0.01%
7,811
-2,243
2657
$513K ﹤0.01%
19,108
+6,322
2658
$513K ﹤0.01%
13,070
-771
2659
$513K ﹤0.01%
9,477
-22
2660
$513K ﹤0.01%
121,204
-111
2661
$511K ﹤0.01%
18,882
-1,493
2662
$511K ﹤0.01%
17,941
-5,785
2663
$511K ﹤0.01%
11,832
-26,229
2664
$510K ﹤0.01%
5,371
+144
2665
$510K ﹤0.01%
13,643
-14
2666
$510K ﹤0.01%
15,188
-6,269
2667
$510K ﹤0.01%
4,619
-202
2668
$509K ﹤0.01%
58,385
+13,723
2669
$509K ﹤0.01%
29,097
-1,528
2670
$508K ﹤0.01%
3,134
+322
2671
$507K ﹤0.01%
14,193
+298
2672
$506K ﹤0.01%
39,528
+2,869
2673
$506K ﹤0.01%
15,429
-178
2674
$506K ﹤0.01%
10,644
-360
2675
$505K ﹤0.01%
+26,222
105 106
107
108 109