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
3101
$305K ﹤0.01%
+14,822
3102
$304K ﹤0.01%
3,425
-134
3103
$304K ﹤0.01%
10,371
-2,034
3104
$303K ﹤0.01%
3,544
-551
3105
$303K ﹤0.01%
63,078
-5,491
3106
$303K ﹤0.01%
11,648
+3,040
3107
$302K ﹤0.01%
25,156
+12,252
3108
$302K ﹤0.01%
3,147
-6,629
3109
$302K ﹤0.01%
6,446
+1,898
3110
$302K ﹤0.01%
+3,587
3111
$301K ﹤0.01%
4,735
+584
3112
$300K ﹤0.01%
5,892
+28
3113
$299K ﹤0.01%
4,434
+9
3114
$299K ﹤0.01%
6,392
-230
3115
$299K ﹤0.01%
48,023
+8,023
3116
$298K ﹤0.01%
+10,646
3117
$298K ﹤0.01%
12,021
+196
3118
$298K ﹤0.01%
+6,067
3119
$297K ﹤0.01%
+2,824
3120
$296K ﹤0.01%
15,892
-1,666
3121
$296K ﹤0.01%
+13,022
3122
$295K ﹤0.01%
4,295
-33,521
3123
$295K ﹤0.01%
18,525
+2,902
3124
$294K ﹤0.01%
18,429
+264
3125
$294K ﹤0.01%
22,550
-2,269
123 124
125
126 127