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
3401
$219K ﹤0.01%
+7,914
3402
$219K ﹤0.01%
8,471
3403
$219K ﹤0.01%
+24,359
3404
$219K ﹤0.01%
+7,349
3405
$219K ﹤0.01%
3,356
+115
3406
$219K ﹤0.01%
+2,671
3407
$219K ﹤0.01%
18,862
-557
3408
$218K ﹤0.01%
22,063
-7,244
3409
$218K ﹤0.01%
+4,227
3410
$218K ﹤0.01%
+1,761
3411
$218K ﹤0.01%
5,299
-4,267
3412
$218K ﹤0.01%
4,677
-3,907
3413
$217K ﹤0.01%
23,686
-1,966
3414
$217K ﹤0.01%
11,705
-3,000
3415
$217K ﹤0.01%
1,621
+222
3416
$216K ﹤0.01%
+4,893
3417
$216K ﹤0.01%
10,877
+389
3418
$216K ﹤0.01%
7,210
-2,444
3419
$216K ﹤0.01%
9,644
-331
3420
$216K ﹤0.01%
+6,436
3421
$216K ﹤0.01%
8,788
-424
3422
$216K ﹤0.01%
1,855
+55
3423
$216K ﹤0.01%
+4,050
3424
$215K ﹤0.01%
10,167
-995
3425
$215K ﹤0.01%
+4,894
135 136
137
138 139