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
3351
$233K ﹤0.01%
+12,342
3352
$233K ﹤0.01%
11,473
-1,600
3353
$232K ﹤0.01%
719
+157
3354
$232K ﹤0.01%
+9,867
3355
$231K ﹤0.01%
+4,370
3356
$231K ﹤0.01%
32,401
3357
$230K ﹤0.01%
15,243
-3,957
3358
$230K ﹤0.01%
+3,457
3359
$230K ﹤0.01%
7,680
+15
3360
$230K ﹤0.01%
3,046
-25
3361
$230K ﹤0.01%
6,255
-1,808
3362
$230K ﹤0.01%
+17,570
3363
$230K ﹤0.01%
9,872
3364
$230K ﹤0.01%
6,506
3365
$229K ﹤0.01%
6,596
3366
$229K ﹤0.01%
9,028
+271
3367
$228K ﹤0.01%
3,281
-11
3368
$228K ﹤0.01%
+9,069
3369
$228K ﹤0.01%
+6,542
3370
$228K ﹤0.01%
+4,686
3371
$227K ﹤0.01%
1,873
+18
3372
$226K ﹤0.01%
+4,649
3373
$226K ﹤0.01%
+15,836
3374
$226K ﹤0.01%
8,255
+71
3375
$226K ﹤0.01%
+3,623
133 134
135
136 137