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
3076
$313K ﹤0.01%
11,447
+938
3077
$313K ﹤0.01%
3,937
+8
3078
$312K ﹤0.01%
5,471
+364
3079
$311K ﹤0.01%
9,953
+1,635
3080
$311K ﹤0.01%
4,493
+348
3081
$311K ﹤0.01%
2,447
-50
3082
$311K ﹤0.01%
5,417
+215
3083
$310K ﹤0.01%
9,018
-5,768
3084
$310K ﹤0.01%
35,597
+422
3085
$310K ﹤0.01%
40,244
+21,123
3086
$309K ﹤0.01%
4,189
-258
3087
$309K ﹤0.01%
12,257
+2,319
3088
$309K ﹤0.01%
15,567
+3,609
3089
$308K ﹤0.01%
10,535
+1,101
3090
$308K ﹤0.01%
4,095
+182
3091
$307K ﹤0.01%
11,323
3092
$307K ﹤0.01%
5,186
-22
3093
$307K ﹤0.01%
6,055
-75,555
3094
$307K ﹤0.01%
1,587
+198
3095
$307K ﹤0.01%
8,399
-286
3096
$306K ﹤0.01%
5,885
3097
$306K ﹤0.01%
5,405
-977
3098
$305K ﹤0.01%
4,671
-338
3099
$305K ﹤0.01%
3,374
+221
3100
$305K ﹤0.01%
2,404
+201
122 123
124
125 126