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
2876
$396K ﹤0.01%
21,296
-11,919
2877
$395K ﹤0.01%
12,156
+601
2878
$395K ﹤0.01%
6,347
-15,711
2879
$395K ﹤0.01%
46,869
+6,044
2880
$395K ﹤0.01%
+17,747
2881
$394K ﹤0.01%
6,557
2882
$394K ﹤0.01%
37,888
+500
2883
$394K ﹤0.01%
13,760
+3,704
2884
$393K ﹤0.01%
105,709
+1,571
2885
$393K ﹤0.01%
4,906
-959
2886
$393K ﹤0.01%
16,525
-1,325
2887
$392K ﹤0.01%
17,206
-1,029
2888
$391K ﹤0.01%
9,200
-30,525
2889
$390K ﹤0.01%
31,673
+17,750
2890
$390K ﹤0.01%
15,334
+393
2891
$389K ﹤0.01%
10,979
+660
2892
$389K ﹤0.01%
39,040
-19,059
2893
$389K ﹤0.01%
7,543
-2,703
2894
$389K ﹤0.01%
+4,021
2895
$388K ﹤0.01%
14,369
+3,618
2896
$388K ﹤0.01%
14,921
+165
2897
$387K ﹤0.01%
3,842
+692
2898
$386K ﹤0.01%
9,489
-2,613
2899
$386K ﹤0.01%
+9,272
2900
$386K ﹤0.01%
+15,053
114 115
116
117 118