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
3251
$259K ﹤0.01%
+19,216
3252
$258K ﹤0.01%
8,580
+217
3253
$258K ﹤0.01%
38,508
+614
3254
$258K ﹤0.01%
4,275
-635
3255
$257K ﹤0.01%
+9,439
3256
$256K ﹤0.01%
19,388
-1,586
3257
$256K ﹤0.01%
+8,616
3258
$256K ﹤0.01%
27,686
-1,888
3259
$256K ﹤0.01%
4,734
+471
3260
$256K ﹤0.01%
6,668
+1,023
3261
$255K ﹤0.01%
6,416
-7,249
3262
$255K ﹤0.01%
+5,647
3263
$255K ﹤0.01%
+1,928
3264
$255K ﹤0.01%
+8,525
3265
$255K ﹤0.01%
3,274
+15
3266
$254K ﹤0.01%
+2,000
3267
$254K ﹤0.01%
6,530
3268
$254K ﹤0.01%
21,165
+34
3269
$254K ﹤0.01%
9,623
-3,052
3270
$253K ﹤0.01%
9,614
-4,532
3271
$253K ﹤0.01%
6,893
+666
3272
$253K ﹤0.01%
+7,862
3273
$253K ﹤0.01%
8,285
3274
$253K ﹤0.01%
+10,031
3275
$252K ﹤0.01%
7,661
-15,500
129 130
131
132 133