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
3301
$248K ﹤0.01%
+2,208
3302
$247K ﹤0.01%
15,131
+628
3303
$247K ﹤0.01%
8,886
+18
3304
$247K ﹤0.01%
+4,215
3305
$246K ﹤0.01%
+4,076
3306
$246K ﹤0.01%
7,224
-2,550
3307
$245K ﹤0.01%
+17,109
3308
$245K ﹤0.01%
+64,521
3309
$245K ﹤0.01%
8,424
+201
3310
$245K ﹤0.01%
9,590
-196
3311
$245K ﹤0.01%
+8,591
3312
$244K ﹤0.01%
8,134
-989
3313
$244K ﹤0.01%
12,255
-5,042
3314
$244K ﹤0.01%
2,888
-6,710
3315
$244K ﹤0.01%
6,940
-941
3316
$244K ﹤0.01%
22,063
+6,242
3317
$244K ﹤0.01%
12,890
-6,418
3318
$244K ﹤0.01%
+3,238
3319
$244K ﹤0.01%
+5,589
3320
$243K ﹤0.01%
1,837
-284
3321
$242K ﹤0.01%
5,466
-660
3322
$242K ﹤0.01%
1,162
-380
3323
$242K ﹤0.01%
+5,613
3324
$242K ﹤0.01%
+4,689
3325
$242K ﹤0.01%
+10,108
131 132
133
134 135