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
3326
$241K ﹤0.01%
1,492
+146
3327
$241K ﹤0.01%
58,427
+479
3328
$241K ﹤0.01%
3,504
+1
3329
$241K ﹤0.01%
+6,435
3330
$240K ﹤0.01%
2,424
-277
3331
$240K ﹤0.01%
4,198
+288
3332
$240K ﹤0.01%
4,993
+97
3333
$239K ﹤0.01%
+940
3334
$239K ﹤0.01%
4,563
-775
3335
$238K ﹤0.01%
+7,669
3336
$238K ﹤0.01%
+9,493
3337
$237K ﹤0.01%
11,624
+244
3338
$237K ﹤0.01%
7,982
-121
3339
$237K ﹤0.01%
23,422
-4,709
3340
$237K ﹤0.01%
8,699
-135
3341
$236K ﹤0.01%
+4,985
3342
$236K ﹤0.01%
16,105
-2,085
3343
$236K ﹤0.01%
+3,552
3344
$235K ﹤0.01%
7,289
+182
3345
$235K ﹤0.01%
+3,271
3346
$235K ﹤0.01%
6,575
-3,105
3347
$234K ﹤0.01%
4,747
-250
3348
$234K ﹤0.01%
8,090
+569
3349
$234K ﹤0.01%
38,810
-9,817
3350
$234K ﹤0.01%
3,642
-5,857
132 133
134
135 136