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
2851
$406K ﹤0.01%
1,986
+80
2852
$406K ﹤0.01%
10,903
+1,422
2853
$406K ﹤0.01%
8,275
+139
2854
$405K ﹤0.01%
16,440
-523
2855
$405K ﹤0.01%
8,960
+7
2856
$404K ﹤0.01%
8,444
+625
2857
$404K ﹤0.01%
763
-295
2858
$404K ﹤0.01%
38,924
+513
2859
$403K ﹤0.01%
11,903
-8,201
2860
$403K ﹤0.01%
16,519
+3,012
2861
$403K ﹤0.01%
14,056
+2,686
2862
$402K ﹤0.01%
13,222
-641
2863
$402K ﹤0.01%
4,224
-36
2864
$402K ﹤0.01%
+58,056
2865
$401K ﹤0.01%
24,810
+107
2866
$399K ﹤0.01%
26,572
-5
2867
$398K ﹤0.01%
14,096
+3,254
2868
$398K ﹤0.01%
+16,916
2869
$398K ﹤0.01%
9,660
-398
2870
$397K ﹤0.01%
37,118
+3,839
2871
$397K ﹤0.01%
39,903
+2,014
2872
$397K ﹤0.01%
1,562
+469
2873
$397K ﹤0.01%
12,296
+3,788
2874
$397K ﹤0.01%
+12,803
2875
$396K ﹤0.01%
6,681
-892
113 114
115
116 117