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
2751
$462K ﹤0.01%
9,808
+107
2752
$460K ﹤0.01%
21,359
-525
2753
$459K ﹤0.01%
119,560
-39,707
2754
$459K ﹤0.01%
51,683
-911
2755
$459K ﹤0.01%
57,506
+13,689
2756
$458K ﹤0.01%
3,554
-562
2757
$457K ﹤0.01%
5,719
-699
2758
$457K ﹤0.01%
+17,128
2759
$456K ﹤0.01%
4,593
-226
2760
$456K ﹤0.01%
2,858
+372
2761
$455K ﹤0.01%
78,542
+4,192
2762
$454K ﹤0.01%
9,572
+9
2763
$453K ﹤0.01%
1,344
-29
2764
$453K ﹤0.01%
3,402
+38
2765
$453K ﹤0.01%
12,103
-3,049
2766
$452K ﹤0.01%
29,027
+1,128
2767
$450K ﹤0.01%
17,196
+2,587
2768
$450K ﹤0.01%
5,904
-2
2769
$450K ﹤0.01%
26,567
+8,327
2770
$449K ﹤0.01%
+12,391
2771
$447K ﹤0.01%
8,405
+1,935
2772
$446K ﹤0.01%
6,970
+228
2773
$446K ﹤0.01%
11,527
-88
2774
$445K ﹤0.01%
24,141
+215
2775
$445K ﹤0.01%
11,540
+8
109 110
111
112 113