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
2901
$384K ﹤0.01%
2,891
+1
2902
$384K ﹤0.01%
11,404
+83
2903
$384K ﹤0.01%
8,059
-2,034
2904
$384K ﹤0.01%
25,122
+128
2905
$383K ﹤0.01%
13,831
-2,119
2906
$383K ﹤0.01%
7,700
+374
2907
$383K ﹤0.01%
11,157
-1,771
2908
$383K ﹤0.01%
57,100
+4,685
2909
$383K ﹤0.01%
26,558
+5,915
2910
$383K ﹤0.01%
13,681
-13,615
2911
$382K ﹤0.01%
9,676
-690
2912
$381K ﹤0.01%
1,970
-233
2913
$381K ﹤0.01%
8,419
2914
$381K ﹤0.01%
39,752
-2,717
2915
$381K ﹤0.01%
8,557
-1,263
2916
$381K ﹤0.01%
4,581
+317
2917
$380K ﹤0.01%
13,147
+2,518
2918
$380K ﹤0.01%
18,810
+3,216
2919
$379K ﹤0.01%
22,465
+342
2920
$379K ﹤0.01%
21,938
-1,234
2921
$379K ﹤0.01%
24,058
-6,099
2922
$377K ﹤0.01%
16,264
+168
2923
$377K ﹤0.01%
+27,134
2924
$377K ﹤0.01%
4,529
+581
2925
$377K ﹤0.01%
41,187
+6,513
115 116
117
118 119