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
3051
$325K ﹤0.01%
3,363
+163
3052
$325K ﹤0.01%
63,010
+8,251
3053
$325K ﹤0.01%
2,612
+110
3054
$324K ﹤0.01%
+42,942
3055
$324K ﹤0.01%
2,018
+623
3056
$324K ﹤0.01%
23,720
-1,617
3057
$324K ﹤0.01%
20,871
+5,776
3058
$324K ﹤0.01%
+8,338
3059
$323K ﹤0.01%
28,677
+310
3060
$323K ﹤0.01%
76,257
3061
$322K ﹤0.01%
9,710
-2,715
3062
$322K ﹤0.01%
19,767
+4,762
3063
$322K ﹤0.01%
13,057
-439
3064
$322K ﹤0.01%
6,498
+223
3065
$321K ﹤0.01%
19,201
+970
3066
$321K ﹤0.01%
+11,080
3067
$319K ﹤0.01%
9,234
+2,876
3068
$319K ﹤0.01%
52,163
-10,768
3069
$319K ﹤0.01%
6,743
+246
3070
$319K ﹤0.01%
4,140
+74
3071
$316K ﹤0.01%
2,059
+448
3072
$315K ﹤0.01%
618
+61
3073
$314K ﹤0.01%
3,389
-152
3074
$314K ﹤0.01%
+4,774
3075
$314K ﹤0.01%
24,936
+825
121 122
123
124 125