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
2951
$366K ﹤0.01%
2,848
+372
2952
$365K ﹤0.01%
7,019
-14,028
2953
$364K ﹤0.01%
+3,060
2954
$364K ﹤0.01%
8,645
-5,796
2955
$363K ﹤0.01%
6,789
-155
2956
$362K ﹤0.01%
8,188
+2,906
2957
$362K ﹤0.01%
10,888
+808
2958
$361K ﹤0.01%
6,404
-881
2959
$360K ﹤0.01%
33,887
-2,273
2960
$359K ﹤0.01%
4,335
-1,130
2961
$359K ﹤0.01%
34,778
-4,789
2962
$359K ﹤0.01%
10,753
-19,985
2963
$359K ﹤0.01%
+12,034
2964
$359K ﹤0.01%
+6,919
2965
$358K ﹤0.01%
16,582
-305
2966
$358K ﹤0.01%
2,702
-1,121
2967
$357K ﹤0.01%
4,909
+6
2968
$357K ﹤0.01%
24,322
+208
2969
$355K ﹤0.01%
113,651
+1,973
2970
$355K ﹤0.01%
893
-103
2971
$354K ﹤0.01%
+15,374
2972
$353K ﹤0.01%
+13,883
2973
$353K ﹤0.01%
16,734
+2,564
2974
$353K ﹤0.01%
10,748
-185
2975
$352K ﹤0.01%
6,103
+750
117 118
119
120 121