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
301
$22.7M 0.06%
76,403
-940
302
$22.7M 0.06%
146,487
-2,068
303
$22.7M 0.06%
142,835
-18,259
304
$22.5M 0.06%
422,043
+43,352
305
$22.3M 0.06%
272,326
+37,228
306
$22.3M 0.06%
117,680
+12,724
307
$22.3M 0.06%
425,920
+36,842
308
$22.2M 0.06%
262,969
-5,823
309
$22.2M 0.06%
1,218,518
+39,233
310
$22.2M 0.06%
30,918
-7,627
311
$22.2M 0.06%
111,199
-29,397
312
$22.1M 0.06%
96,250
+5,044
313
$21.9M 0.06%
406,026
+84,617
314
$21.9M 0.06%
1,070,899
-61,581
315
$21.8M 0.06%
106,931
+8,074
316
$21.8M 0.06%
1,021,835
+221,011
317
$21.7M 0.06%
691,489
+70,840
318
$21.7M 0.06%
884,750
+100,080
319
$21.6M 0.06%
209,388
+13,529
320
$21.6M 0.06%
1,091,765
+109,674
321
$21.6M 0.06%
763,826
-58,465
322
$21.6M 0.06%
117,315
-4,145
323
$21.5M 0.06%
464,200
+8,142
324
$21.5M 0.06%
227,501
-2,208
325
$21.5M 0.06%
466,925
+23,968
11 12
13
14 15