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
2801
$435K ﹤0.01%
9,947
+158
2802
$435K ﹤0.01%
13,666
+1,710
2803
$434K ﹤0.01%
+14,135
2804
$434K ﹤0.01%
22,658
+919
2805
$433K ﹤0.01%
15,295
-5,433
2806
$432K ﹤0.01%
12,377
+5,728
2807
$431K ﹤0.01%
+3,520
2808
$431K ﹤0.01%
16,249
-17,778
2809
$429K ﹤0.01%
5,258
+256
2810
$428K ﹤0.01%
4,266
-187
2811
$428K ﹤0.01%
+1,736
2812
$427K ﹤0.01%
9,230
+947
2813
$426K ﹤0.01%
36,579
+863
2814
$426K ﹤0.01%
14,736
-1,701
2815
$426K ﹤0.01%
18,294
-425
2816
$426K ﹤0.01%
+7,304
2817
$424K ﹤0.01%
13,824
-2,382
2818
$423K ﹤0.01%
17,662
-517
2819
$423K ﹤0.01%
13,460
+3,115
2820
$423K ﹤0.01%
10,523
-716
2821
$422K ﹤0.01%
+3,892
2822
$422K ﹤0.01%
18,547
2823
$422K ﹤0.01%
18,867
+165
2824
$421K ﹤0.01%
20,034
-449
2825
$420K ﹤0.01%
16,517
-5,604
111 112
113
114 115