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
251
$29.4M 0.08%
144,275
-122
252
$29.2M 0.08%
1,249,668
+81,711
253
$28.7M 0.08%
197,270
+3,138
254
$28.7M 0.08%
685,337
+63,465
255
$28.5M 0.08%
247,803
-35,015
256
$28.3M 0.08%
76,482
-5,846
257
$28.2M 0.08%
82,766
-3,206
258
$27.8M 0.08%
940,062
+25,584
259
$27.8M 0.08%
74,284
+7,650
260
$27.8M 0.08%
1,859,304
-219,511
261
$27.7M 0.08%
321,150
+81,873
262
$27.6M 0.08%
541,057
+18,081
263
$27.5M 0.08%
542,338
+144,420
264
$27.5M 0.08%
134,377
+4,240
265
$27.5M 0.08%
199,349
+76,043
266
$27.2M 0.07%
137,242
+10,622
267
$26.9M 0.07%
723,896
+200,453
268
$26.9M 0.07%
500,824
+57,985
269
$26.7M 0.07%
536,250
+90,575
270
$26.4M 0.07%
535,131
+82,864
271
$26M 0.07%
217,614
+2,969
272
$25.9M 0.07%
559,958
+30,987
273
$25.9M 0.07%
1,121,723
+40,218
274
$25.8M 0.07%
214,150
+24,776
275
$25.5M 0.07%
165,641
+44,781
9 10
11
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