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
3001
$342K ﹤0.01%
44,300
3002
$342K ﹤0.01%
10,573
-379
3003
$341K ﹤0.01%
10,559
+2,000
3004
$341K ﹤0.01%
1,775
-1,993
3005
$340K ﹤0.01%
33,508
+2,624
3006
$340K ﹤0.01%
29,100
+5,000
3007
$340K ﹤0.01%
+13,969
3008
$339K ﹤0.01%
5,941
+675
3009
$339K ﹤0.01%
4,456
-23
3010
$339K ﹤0.01%
16,386
+2,871
3011
$339K ﹤0.01%
+3,927
3012
$338K ﹤0.01%
6,949
-4,523
3013
$337K ﹤0.01%
+12,983
3014
$337K ﹤0.01%
+10,157
3015
$337K ﹤0.01%
+47,669
3016
$337K ﹤0.01%
91,226
-127
3017
$336K ﹤0.01%
2,847
-661
3018
$335K ﹤0.01%
15,548
+819
3019
$335K ﹤0.01%
7,205
+867
3020
$335K ﹤0.01%
29,541
+15,713
3021
$334K ﹤0.01%
15,000
+660
3022
$334K ﹤0.01%
+11,917
3023
$332K ﹤0.01%
3,672
-30
3024
$332K ﹤0.01%
5,344
+284
3025
$332K ﹤0.01%
15,908
+1,068
119 120
121
122 123