Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.82M 0.06%
57,919
-149,640
327
$5.81M 0.06%
153,306
+54,222
328
$5.77M 0.06%
109,278
+1,461
329
$5.76M 0.06%
140,635
+74,760
330
$5.72M 0.05%
23,778
+1,313
331
$5.7M 0.05%
113,439
-623
332
$5.67M 0.05%
62,814
-571
333
$5.67M 0.05%
89,950
+5,163
334
$5.66M 0.05%
88,065
+7,001
335
$5.65M 0.05%
118,484
+8,682
336
$5.65M 0.05%
39,881
+1,485
337
$5.64M 0.05%
43,310
-2,117
338
$5.62M 0.05%
78,977
+10,256
339
$5.56M 0.05%
178,667
+17,081
340
$5.54M 0.05%
122,576
-5,767
341
$5.52M 0.05%
131,210
+10
342
$5.51M 0.05%
30,525
+1,080
343
$5.49M 0.05%
88,363
+8,431
344
$5.46M 0.05%
91,934
-39,874
345
$5.43M 0.05%
55,028
-440
346
$5.41M 0.05%
134,041
-18,769
347
$5.4M 0.05%
31,900
+1,956
348
$5.38M 0.05%
114,315
-49
349
$5.34M 0.05%
482,794
+41,866
350
$5.34M 0.05%
60,794
+3,967
12 13
14
15 16