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
3426
$215K ﹤0.01%
2,952
-48
3427
$215K ﹤0.01%
+16,470
3428
$215K ﹤0.01%
+12,867
3429
$215K ﹤0.01%
6,985
-235
3430
$214K ﹤0.01%
+10,432
3431
$214K ﹤0.01%
+3,361
3432
$214K ﹤0.01%
19,018
+4
3433
$213K ﹤0.01%
9,727
+1,851
3434
$213K ﹤0.01%
+1,288
3435
$212K ﹤0.01%
+4,834
3436
$212K ﹤0.01%
10,785
+1,170
3437
$211K ﹤0.01%
6,499
-680
3438
$211K ﹤0.01%
+7,502
3439
$211K ﹤0.01%
23,470
-1,626
3440
$211K ﹤0.01%
2,965
3441
$211K ﹤0.01%
20,995
+7,684
3442
$211K ﹤0.01%
+6,036
3443
$210K ﹤0.01%
4,878
+66
3444
$210K ﹤0.01%
2,786
-3,519
3445
$210K ﹤0.01%
+5,717
3446
$210K ﹤0.01%
+3,223
3447
$209K ﹤0.01%
+4,956
3448
$209K ﹤0.01%
31,253
+17,615
3449
$209K ﹤0.01%
15,844
+784
3450
$209K ﹤0.01%
+1,583
136 137
138
139 140