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
3226
$264K ﹤0.01%
11,760
-1,018
3227
$264K ﹤0.01%
13,805
+380
3228
$264K ﹤0.01%
+3,130
3229
$263K ﹤0.01%
+10,643
3230
$263K ﹤0.01%
15,204
+646
3231
$263K ﹤0.01%
9,440
-4,736
3232
$263K ﹤0.01%
+3,145
3233
$263K ﹤0.01%
+25,430
3234
$263K ﹤0.01%
10,035
+2
3235
$262K ﹤0.01%
+19,022
3236
$262K ﹤0.01%
870
-542
3237
$262K ﹤0.01%
+12,765
3238
$262K ﹤0.01%
26,957
+16,352
3239
$262K ﹤0.01%
3,342
+490
3240
$262K ﹤0.01%
11,678
+99
3241
$262K ﹤0.01%
5,500
3242
$261K ﹤0.01%
5,209
+561
3243
$261K ﹤0.01%
+5,635
3244
$261K ﹤0.01%
+8,503
3245
$261K ﹤0.01%
5,732
+537
3246
$260K ﹤0.01%
+117,436
3247
$260K ﹤0.01%
5,669
-36,317
3248
$260K ﹤0.01%
28,939
+9,188
3249
$260K ﹤0.01%
+6,766
3250
$260K ﹤0.01%
8,586
+1,946
128 129
130
131 132