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
3376
$226K ﹤0.01%
24,372
+149
3377
$226K ﹤0.01%
+6,012
3378
$225K ﹤0.01%
10,276
-557
3379
$225K ﹤0.01%
4,480
-2,475
3380
$225K ﹤0.01%
+3,623
3381
$225K ﹤0.01%
15,072
+1,094
3382
$224K ﹤0.01%
6,006
+825
3383
$224K ﹤0.01%
5,574
-9,763
3384
$224K ﹤0.01%
7,026
+19
3385
$224K ﹤0.01%
+3,207
3386
$224K ﹤0.01%
19,709
-16,719
3387
$224K ﹤0.01%
+4,368
3388
$223K ﹤0.01%
+2,226
3389
$223K ﹤0.01%
+572
3390
$223K ﹤0.01%
7,242
-1,353
3391
$222K ﹤0.01%
+4,340
3392
$222K ﹤0.01%
+4,598
3393
$222K ﹤0.01%
4,584
-25,030
3394
$222K ﹤0.01%
10,137
+160
3395
$221K ﹤0.01%
4,101
+206
3396
$221K ﹤0.01%
36,588
-1,477
3397
$221K ﹤0.01%
26,807
-6,853
3398
$220K ﹤0.01%
10,479
-602
3399
$220K ﹤0.01%
21,397
-128
3400
$220K ﹤0.01%
70,968
-17,975
134 135
136
137 138