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
3276
$252K ﹤0.01%
+5,470
3277
$252K ﹤0.01%
3,249
-206
3278
$252K ﹤0.01%
14,883
3279
$252K ﹤0.01%
6,036
+1,078
3280
$252K ﹤0.01%
+1,287
3281
$251K ﹤0.01%
20,045
-25,301
3282
$251K ﹤0.01%
19,575
+3,732
3283
$251K ﹤0.01%
+5,438
3284
$250K ﹤0.01%
1,152
-107
3285
$250K ﹤0.01%
893
-196
3286
$250K ﹤0.01%
+8,802
3287
$250K ﹤0.01%
5,810
+808
3288
$250K ﹤0.01%
6,377
+29
3289
$250K ﹤0.01%
5,650
3290
$250K ﹤0.01%
6,593
+894
3291
$250K ﹤0.01%
6,649
-2,751
3292
$249K ﹤0.01%
6,717
-737
3293
$249K ﹤0.01%
7,236
-596
3294
$249K ﹤0.01%
2,841
-459
3295
$249K ﹤0.01%
2,870
+37
3296
$249K ﹤0.01%
18,145
-5,319
3297
$248K ﹤0.01%
3,922
-196
3298
$248K ﹤0.01%
4,163
-983
3299
$248K ﹤0.01%
2,782
+5
3300
$248K ﹤0.01%
+4,980
130 131
132
133 134