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
3201
$270K ﹤0.01%
22,815
+12,050
3202
$270K ﹤0.01%
15,587
+9,576
3203
$270K ﹤0.01%
8,876
-1,134
3204
$269K ﹤0.01%
+12,152
3205
$269K ﹤0.01%
10,953
-9,709
3206
$269K ﹤0.01%
10,737
-675
3207
$269K ﹤0.01%
27,513
+202
3208
$268K ﹤0.01%
29,512
-4,290
3209
$268K ﹤0.01%
3,121
-554
3210
$268K ﹤0.01%
+13,092
3211
$267K ﹤0.01%
3,520
+130
3212
$267K ﹤0.01%
3,829
+76
3213
$267K ﹤0.01%
3,788
3214
$267K ﹤0.01%
35,752
+18,787
3215
$267K ﹤0.01%
11,013
+331
3216
$267K ﹤0.01%
4,094
+251
3217
$267K ﹤0.01%
+2,470
3218
$266K ﹤0.01%
3,047
+509
3219
$266K ﹤0.01%
10,544
-2,371
3220
$266K ﹤0.01%
3,415
+51
3221
$266K ﹤0.01%
8,640
+230
3222
$265K ﹤0.01%
4,447
-69
3223
$265K ﹤0.01%
10,055
+1,712
3224
$265K ﹤0.01%
+1,557
3225
$264K ﹤0.01%
+1,578
127 128
129
130 131