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
326
$21.3M 0.06%
600,853
-49,586
327
$21.2M 0.06%
609,655
+53,369
328
$21.2M 0.06%
233,239
+16,825
329
$21.1M 0.06%
481,685
+5,425
330
$21M 0.06%
21,707
+334
331
$21M 0.06%
126,177
-251
332
$20.9M 0.06%
19,392
+3,836
333
$20.9M 0.06%
159,351
-996
334
$20.7M 0.06%
800,960
-189,546
335
$20.7M 0.06%
359,886
-23,006
336
$20.5M 0.06%
42,352
+960
337
$20.5M 0.06%
252,774
+33,477
338
$20.4M 0.06%
152,664
-11,826
339
$20.3M 0.06%
240,175
+78,804
340
$20.3M 0.06%
344,803
+28,614
341
$20.2M 0.06%
980,552
+65,316
342
$20.1M 0.06%
58,068
+2,178
343
$20.1M 0.06%
56,982
-3,575
344
$20M 0.05%
292,520
+3,723
345
$19.8M 0.05%
562,185
+41,411
346
$19.8M 0.05%
371,952
+42,747
347
$19.6M 0.05%
776,325
-478,933
348
$19.5M 0.05%
671,158
-22,460
349
$19.5M 0.05%
90,916
-4,392
350
$19.4M 0.05%
299,774
-34,609
12 13
14
15 16