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
2926
$375K ﹤0.01%
2,596
+713
2927
$374K ﹤0.01%
+1,445
2928
$374K ﹤0.01%
16,807
-741
2929
$374K ﹤0.01%
13,063
+179
2930
$374K ﹤0.01%
+6,692
2931
$373K ﹤0.01%
+7,535
2932
$373K ﹤0.01%
34,548
+24,000
2933
$373K ﹤0.01%
10,677
-87,303
2934
$373K ﹤0.01%
60,432
+2,044
2935
$373K ﹤0.01%
+9,858
2936
$372K ﹤0.01%
3,770
-467
2937
$372K ﹤0.01%
3,069
+92
2938
$372K ﹤0.01%
41,386
+160
2939
$371K ﹤0.01%
13,879
+5,812
2940
$370K ﹤0.01%
16,278
+2,163
2941
$369K ﹤0.01%
+5,242
2942
$369K ﹤0.01%
+11,828
2943
$369K ﹤0.01%
5,021
+29
2944
$369K ﹤0.01%
16,119
-13,899
2945
$368K ﹤0.01%
12,177
-13,801
2946
$368K ﹤0.01%
+8,369
2947
$368K ﹤0.01%
5,627
+254
2948
$368K ﹤0.01%
2,618
2949
$367K ﹤0.01%
2,282
-1,628
2950
$367K ﹤0.01%
34,344
-9,553
116 117
118
119 120