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
2826
$420K ﹤0.01%
+8,267
2827
$420K ﹤0.01%
3,528
+221
2828
$420K ﹤0.01%
7,370
+402
2829
$419K ﹤0.01%
2,795
-4,904
2830
$419K ﹤0.01%
39,974
+7,817
2831
$417K ﹤0.01%
16,511
-2,186
2832
$416K ﹤0.01%
16,488
+2,301
2833
$416K ﹤0.01%
8,358
+4,642
2834
$416K ﹤0.01%
19,704
-1,743
2835
$416K ﹤0.01%
12,948
-691
2836
$415K ﹤0.01%
+10,521
2837
$414K ﹤0.01%
2,330
+858
2838
$414K ﹤0.01%
22,235
2839
$414K ﹤0.01%
9,207
+1,303
2840
$413K ﹤0.01%
14,331
+5,039
2841
$412K ﹤0.01%
6,886
-217
2842
$412K ﹤0.01%
26,404
+1,275
2843
$410K ﹤0.01%
15,157
2844
$409K ﹤0.01%
22,022
-921
2845
$408K ﹤0.01%
21,052
-123
2846
$408K ﹤0.01%
19,001
+5,657
2847
$407K ﹤0.01%
5,808
+1
2848
$407K ﹤0.01%
+4,044
2849
$407K ﹤0.01%
85,141
-2,000
2850
$406K ﹤0.01%
+6,382
112 113
114
115 116