Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,681
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$31.3M
3
+$28.4M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.8M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$19.7M

Top Sells

1
+$53.2M
2
+$41.8M
3
+$39.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25.5M

Sector Composition

1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$297K ﹤0.01%
28,988
2877
$297K ﹤0.01%
40,275
-5,707
2878
$297K ﹤0.01%
1,349
-386
2879
$296K ﹤0.01%
+4,896
2880
$296K ﹤0.01%
12,930
+3,993
2881
$295K ﹤0.01%
5,807
+9
2882
$295K ﹤0.01%
13,278
-599
2883
$295K ﹤0.01%
7,300
-5,278
2884
$294K ﹤0.01%
5,848
+132
2885
$294K ﹤0.01%
35,839
-1,185
2886
$294K ﹤0.01%
4,263
-521
2887
$293K ﹤0.01%
1,562
+158
2888
$291K ﹤0.01%
25,337
2889
$291K ﹤0.01%
4,773
-531
2890
$291K ﹤0.01%
20,250
+5,698
2891
$291K ﹤0.01%
7,062
+1,431
2892
$290K ﹤0.01%
1,926
+123
2893
$290K ﹤0.01%
8,515
-127,022
2894
$290K ﹤0.01%
26,094
+4,159
2895
$289K ﹤0.01%
27,770
-856
2896
$289K ﹤0.01%
5,742
-700
2897
$289K ﹤0.01%
2,487
+100
2898
$289K ﹤0.01%
11,552
+1,400
2899
$288K ﹤0.01%
5,135
-622
2900
$288K ﹤0.01%
3,233
-1,753
114 115
116
117 118