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
2976
$352K ﹤0.01%
5,644
-1,506
2977
$352K ﹤0.01%
8,899
+4,461
2978
$352K ﹤0.01%
9,301
-42
2979
$351K ﹤0.01%
14,038
+2,302
2980
$351K ﹤0.01%
+2,271
2981
$350K ﹤0.01%
9,146
-2,803
2982
$350K ﹤0.01%
31,689
-910
2983
$349K ﹤0.01%
+9,603
2984
$349K ﹤0.01%
7,788
-165
2985
$348K ﹤0.01%
9,773
+105
2986
$347K ﹤0.01%
1,899
+277
2987
$346K ﹤0.01%
1,905
+30
2988
$346K ﹤0.01%
12,197
-5,162
2989
$346K ﹤0.01%
10,868
+94
2990
$345K ﹤0.01%
361,057
+192,257
2991
$345K ﹤0.01%
+11,305
2992
$345K ﹤0.01%
12,081
+1,509
2993
$344K ﹤0.01%
11,813
-4,576
2994
$344K ﹤0.01%
10,638
-2,574
2995
$344K ﹤0.01%
+6,835
2996
$344K ﹤0.01%
2,944
-570
2997
$343K ﹤0.01%
15,068
+1,654
2998
$342K ﹤0.01%
6,747
+17
2999
$342K ﹤0.01%
8,158
+2,414
3000
$342K ﹤0.01%
15,635
-2,480
118 119
120
121 122