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
3451
$209K ﹤0.01%
1,691
-109
3452
$209K ﹤0.01%
+3,653
3453
$209K ﹤0.01%
+1,050
3454
$208K ﹤0.01%
1,329
-225
3455
$208K ﹤0.01%
+5,240
3456
$208K ﹤0.01%
+4,674
3457
$208K ﹤0.01%
5,527
-55,740
3458
$207K ﹤0.01%
+4,541
3459
$207K ﹤0.01%
2,062
-5,107
3460
$207K ﹤0.01%
25,315
-679
3461
$207K ﹤0.01%
+5,077
3462
$206K ﹤0.01%
+10,606
3463
$206K ﹤0.01%
+2,437
3464
$206K ﹤0.01%
+7,665
3465
$206K ﹤0.01%
5,160
-70
3466
$205K ﹤0.01%
+16,425
3467
$205K ﹤0.01%
+2,687
3468
$205K ﹤0.01%
+5,414
3469
$204K ﹤0.01%
77,440
+58,140
3470
$204K ﹤0.01%
17,843
-16,383
3471
$204K ﹤0.01%
6,532
+26
3472
$204K ﹤0.01%
+8,287
3473
$203K ﹤0.01%
16,691
+1,642
3474
$203K ﹤0.01%
19,667
+4,036
3475
$203K ﹤0.01%
+3,785
137 138
139
140 141