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
2701
$488K ﹤0.01%
17,442
+1,284
2702
$488K ﹤0.01%
61,485
-6,590
2703
$487K ﹤0.01%
20,418
+2,391
2704
$487K ﹤0.01%
1,753
+308
2705
$487K ﹤0.01%
14,010
-37
2706
$487K ﹤0.01%
3,674
+1,560
2707
$484K ﹤0.01%
2,105
+504
2708
$484K ﹤0.01%
54,007
+7,947
2709
$483K ﹤0.01%
11,535
+115
2710
$483K ﹤0.01%
4,900
-3,575
2711
$482K ﹤0.01%
51,956
+1,450
2712
$482K ﹤0.01%
22,640
-3,132
2713
$481K ﹤0.01%
+3,636
2714
$481K ﹤0.01%
13,666
-1,051
2715
$480K ﹤0.01%
11,256
-10,139
2716
$480K ﹤0.01%
15,732
-2,247
2717
$480K ﹤0.01%
25,158
+7,049
2718
$479K ﹤0.01%
9,998
-30,369
2719
$478K ﹤0.01%
+7,794
2720
$478K ﹤0.01%
3,224
+77
2721
$478K ﹤0.01%
23,587
-46,625
2722
$478K ﹤0.01%
815
+186
2723
$477K ﹤0.01%
2,249
+111
2724
$475K ﹤0.01%
18,216
-308
2725
$474K ﹤0.01%
10,283
+4,920
107 108
109
110 111