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
3126
$294K ﹤0.01%
65,177
-2,670
3127
$294K ﹤0.01%
+8,419
3128
$294K ﹤0.01%
10,678
-2,427
3129
$293K ﹤0.01%
+2,320
3130
$293K ﹤0.01%
2,068
+22
3131
$292K ﹤0.01%
1,950
+69
3132
$291K ﹤0.01%
6,209
-1,797
3133
$291K ﹤0.01%
2,130
-193
3134
$291K ﹤0.01%
+3,280
3135
$290K ﹤0.01%
10,551
+4
3136
$290K ﹤0.01%
33,055
-5,242
3137
$289K ﹤0.01%
23,153
-65,500
3138
$289K ﹤0.01%
23,309
+6,641
3139
$288K ﹤0.01%
+6,359
3140
$288K ﹤0.01%
+5,094
3141
$288K ﹤0.01%
12,180
3142
$288K ﹤0.01%
3,745
-1,860
3143
$288K ﹤0.01%
21,229
+7,330
3144
$288K ﹤0.01%
8,006
-5,109
3145
$288K ﹤0.01%
+5,731
3146
$287K ﹤0.01%
4,433
-85
3147
$287K ﹤0.01%
1,782
-156
3148
$286K ﹤0.01%
3,054
+217
3149
$286K ﹤0.01%
11,121
+1,055
3150
$286K ﹤0.01%
5,657
-131
124 125
126
127 128