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
3026
$332K ﹤0.01%
6,273
3027
$332K ﹤0.01%
12,616
-950
3028
$332K ﹤0.01%
5,991
-483
3029
$331K ﹤0.01%
185
-20
3030
$331K ﹤0.01%
10,158
+4,041
3031
$331K ﹤0.01%
6,815
-104
3032
$331K ﹤0.01%
47,861
+624
3033
$331K ﹤0.01%
9,846
+2,138
3034
$330K ﹤0.01%
2,247
+33
3035
$330K ﹤0.01%
+9,133
3036
$330K ﹤0.01%
3,091
-951
3037
$329K ﹤0.01%
11,349
-200
3038
$328K ﹤0.01%
42,390
+20,525
3039
$328K ﹤0.01%
1,660
-641
3040
$328K ﹤0.01%
+11,525
3041
$327K ﹤0.01%
2,800
3042
$327K ﹤0.01%
4,620
-10
3043
$327K ﹤0.01%
+8,190
3044
$326K ﹤0.01%
13,164
-83
3045
$326K ﹤0.01%
19,642
-49,002
3046
$326K ﹤0.01%
2,539
+202
3047
$326K ﹤0.01%
+13,476
3048
$326K ﹤0.01%
+3,552
3049
$326K ﹤0.01%
26,315
+3,213
3050
$325K ﹤0.01%
3,924
+721
120 121
122
123 124