Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.01M 0.08%
81,467
+3,893
252
$7.99M 0.08%
109,003
+1,894
253
$7.94M 0.08%
145,951
-688
254
$7.92M 0.08%
133,581
-44,724
255
$7.89M 0.08%
174,920
+6,710
256
$7.86M 0.08%
86,758
+806
257
$7.86M 0.08%
89,426
+15,950
258
$7.81M 0.07%
86,388
+759
259
$7.79M 0.07%
253,108
-388,374
260
$7.74M 0.07%
312,158
-215,138
261
$7.71M 0.07%
51,268
+10,853
262
$7.7M 0.07%
133,708
+52,616
263
$7.7M 0.07%
71,391
+1,474
264
$7.69M 0.07%
129,471
+7,817
265
$7.67M 0.07%
142,127
+66,893
266
$7.65M 0.07%
268,835
+16,575
267
$7.58M 0.07%
421,995
-118,351
268
$7.54M 0.07%
252,830
-22,919
269
$7.5M 0.07%
82,976
+11,759
270
$7.47M 0.07%
297,286
+39,818
271
$7.46M 0.07%
104,045
+6,119
272
$7.41M 0.07%
92,638
+47,402
273
$7.41M 0.07%
106,815
+14,664
274
$7.39M 0.07%
172,160
-5,823
275
$7.34M 0.07%
86,463
+30,102
9 10
11
12 13