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
2776
$445K ﹤0.01%
2,676
-969
2777
$445K ﹤0.01%
38,541
-4,214
2778
$444K ﹤0.01%
1,523
+52
2779
$444K ﹤0.01%
5,485
-325
2780
$444K ﹤0.01%
19,124
+217
2781
$443K ﹤0.01%
+10,022
2782
$442K ﹤0.01%
19,086
+1,111
2783
$442K ﹤0.01%
11,764
-172
2784
$441K ﹤0.01%
5,831
+825
2785
$439K ﹤0.01%
7,492
-570
2786
$439K ﹤0.01%
37,481
-1,581
2787
$439K ﹤0.01%
32,774
+2,398
2788
$439K ﹤0.01%
16,403
-2,419
2789
$438K ﹤0.01%
20,466
+518
2790
$438K ﹤0.01%
2,077
-15
2791
$438K ﹤0.01%
6,302
+394
2792
$437K ﹤0.01%
7,777
+325
2793
$437K ﹤0.01%
+3,037
2794
$436K ﹤0.01%
29,091
-1,002
2795
$436K ﹤0.01%
9,355
+2,917
2796
$436K ﹤0.01%
6,564
+186
2797
$436K ﹤0.01%
4,417
-4,513
2798
$436K ﹤0.01%
+47,770
2799
$436K ﹤0.01%
15,273
-1,713
2800
$436K ﹤0.01%
7,016
110 111
112
113 114