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
3151
$286K ﹤0.01%
4,007
+506
3152
$285K ﹤0.01%
1,376
3153
$285K ﹤0.01%
10,514
+371
3154
$284K ﹤0.01%
4,127
-305
3155
$284K ﹤0.01%
10,164
-155
3156
$284K ﹤0.01%
8,843
-939
3157
$284K ﹤0.01%
17,201
-409
3158
$283K ﹤0.01%
58,184
+7,144
3159
$283K ﹤0.01%
12,355
+3,185
3160
$283K ﹤0.01%
4,217
3161
$283K ﹤0.01%
4,436
-350
3162
$283K ﹤0.01%
12,342
-80
3163
$283K ﹤0.01%
10,124
-96
3164
$282K ﹤0.01%
5,107
-664
3165
$282K ﹤0.01%
75,381
-3,520
3166
$282K ﹤0.01%
5,338
+386
3167
$282K ﹤0.01%
34,642
3168
$281K ﹤0.01%
10,560
-428
3169
$279K ﹤0.01%
16,126
-12,075
3170
$279K ﹤0.01%
2,768
+307
3171
$279K ﹤0.01%
4,198
+250
3172
$279K ﹤0.01%
9,099
-400
3173
$278K ﹤0.01%
4,398
+231
3174
$278K ﹤0.01%
25,638
-1,365
3175
$278K ﹤0.01%
6,121
-1,002
125 126
127
128 129