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
2676
$505K ﹤0.01%
10,557
-458
2677
$505K ﹤0.01%
18,334
+257
2678
$505K ﹤0.01%
48,292
-6,006
2679
$504K ﹤0.01%
+9,769
2680
$502K ﹤0.01%
12,060
+157
2681
$502K ﹤0.01%
+6,009
2682
$501K ﹤0.01%
2,064
+216
2683
$500K ﹤0.01%
3,715
-554
2684
$499K ﹤0.01%
5,049
-3
2685
$499K ﹤0.01%
13,406
+1,045
2686
$499K ﹤0.01%
6,409
+752
2687
$497K ﹤0.01%
+20,089
2688
$497K ﹤0.01%
10,645
-2,270
2689
$497K ﹤0.01%
19,425
2690
$496K ﹤0.01%
7,705
+446
2691
$496K ﹤0.01%
22,254
+26
2692
$494K ﹤0.01%
158,342
-5,324
2693
$493K ﹤0.01%
14,261
-146
2694
$492K ﹤0.01%
33,026
-4,471
2695
$491K ﹤0.01%
11,032
-3,080
2696
$491K ﹤0.01%
+20,204
2697
$491K ﹤0.01%
2,847
-125
2698
$491K ﹤0.01%
18,504
+4
2699
$490K ﹤0.01%
2,746
-713
2700
$489K ﹤0.01%
26,757
-133
106 107
108
109 110