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
2726
$474K ﹤0.01%
8,853
+842
2727
$474K ﹤0.01%
+24,562
2728
$474K ﹤0.01%
27,720
+3,709
2729
$472K ﹤0.01%
5,613
-139
2730
$472K ﹤0.01%
9,354
+123
2731
$471K ﹤0.01%
10,710
+2,512
2732
$471K ﹤0.01%
12,400
+875
2733
$471K ﹤0.01%
+18,489
2734
$470K ﹤0.01%
36,240
+5,393
2735
$470K ﹤0.01%
2,288
-1,336
2736
$470K ﹤0.01%
+5,545
2737
$470K ﹤0.01%
7,668
-64
2738
$470K ﹤0.01%
18,591
+826
2739
$468K ﹤0.01%
6,000
+400
2740
$468K ﹤0.01%
6,500
-1,003
2741
$467K ﹤0.01%
2,300
-43
2742
$466K ﹤0.01%
48,270
-2,743
2743
$465K ﹤0.01%
5,563
-13,369
2744
$464K ﹤0.01%
20,408
+8,504
2745
$463K ﹤0.01%
44,693
+30,830
2746
$463K ﹤0.01%
22,454
+11,885
2747
$463K ﹤0.01%
17,792
+6,374
2748
$462K ﹤0.01%
6,735
+2,919
2749
$462K ﹤0.01%
22,704
+94
2750
$462K ﹤0.01%
13,068
-111
108 109
110
111 112