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
276
$25.4M 0.07%
21,798
+2,110
277
$25.3M 0.07%
256,975
+46,100
278
$25.2M 0.07%
503,649
+7,313
279
$25.1M 0.07%
418,147
+86,678
280
$25.1M 0.07%
609,990
+59,329
281
$25.1M 0.07%
161,303
-10,708
282
$25M 0.07%
335,755
+12,547
283
$24.9M 0.07%
297,732
+111
284
$24.9M 0.07%
272,275
+23,118
285
$24.8M 0.07%
836,304
-12,019
286
$24.7M 0.07%
223,814
-35,621
287
$24.7M 0.07%
247,951
-27,166
288
$24.5M 0.07%
347,396
+47,686
289
$24.1M 0.07%
268,578
-2,353
290
$24M 0.07%
265,547
-21,815
291
$24M 0.07%
326,690
-20,869
292
$23.9M 0.07%
165,480
+22,953
293
$23.7M 0.07%
756,468
+24,905
294
$23.6M 0.06%
100,358
+11,936
295
$23.5M 0.06%
908,763
+221,337
296
$23.4M 0.06%
279,842
+15,790
297
$23.2M 0.06%
164,673
+42,980
298
$23.2M 0.06%
107,275
+5,400
299
$23M 0.06%
476,709
+237,235
300
$22.8M 0.06%
160,515
+3,747
10 11
12
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