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
$29.6B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,681
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$31.3M
3
+$28.4M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.8M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$19.7M

Top Sells

1
+$53.2M
2
+$41.8M
3
+$39.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25.5M

Sector Composition

1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3476
$13K ﹤0.01%
18,008
-5,500
3477
$13K ﹤0.01%
22,280
3478
$12K ﹤0.01%
+511
3479
$12K ﹤0.01%
10,674
-2,645
3480
$11K ﹤0.01%
359
+2
3481
$11K ﹤0.01%
+19,409
3482
$10K ﹤0.01%
700
3483
$10K ﹤0.01%
22,075
-1,538
3484
$8K ﹤0.01%
+88,122
3485
$8K ﹤0.01%
1,202
+58
3486
$7K ﹤0.01%
386
+180
3487
$6K ﹤0.01%
750
-138
3488
$6K ﹤0.01%
627
+110
3489
$6K ﹤0.01%
+11,186
3490
$5K ﹤0.01%
1,150
3491
$3K ﹤0.01%
1,000
3492
$3K ﹤0.01%
580
3493
$1K ﹤0.01%
10,550
3494
$1K ﹤0.01%
20,000
3495
– –
-22,064
3496
– –
-22,264
3497
– –
-42,423
3498
– –
-1,305
3499
– –
-20,051
3500
– –
-10,638
138 139
140
141 142