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
3176
$278K ﹤0.01%
5,423
-101
3177
$278K ﹤0.01%
+7,044
3178
$277K ﹤0.01%
3,034
-1,261
3179
$277K ﹤0.01%
6,561
+470
3180
$277K ﹤0.01%
26,790
+505
3181
$277K ﹤0.01%
+28,340
3182
$276K ﹤0.01%
11,423
+1,115
3183
$276K ﹤0.01%
2,056
-1,704
3184
$275K ﹤0.01%
11,290
+362
3185
$275K ﹤0.01%
8,269
-32,379
3186
$275K ﹤0.01%
+10,420
3187
$274K ﹤0.01%
53,323
+760
3188
$274K ﹤0.01%
79,143
-1,231,342
3189
$273K ﹤0.01%
10,201
+47
3190
$273K ﹤0.01%
12,557
-10,801
3191
$273K ﹤0.01%
+17,232
3192
$272K ﹤0.01%
4,751
-5,751
3193
$271K ﹤0.01%
+6,927
3194
$271K ﹤0.01%
+1,858
3195
$271K ﹤0.01%
14,097
+961
3196
$271K ﹤0.01%
6,292
+832
3197
$270K ﹤0.01%
8,114
-7,371
3198
$270K ﹤0.01%
9,081
+314
3199
$270K ﹤0.01%
+50,823
3200
$270K ﹤0.01%
7,942
-133
126 127
128
129 130