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
3476
$203K ﹤0.01%
+3,584
3477
$202K ﹤0.01%
+4,225
3478
$202K ﹤0.01%
19,854
+3,378
3479
$202K ﹤0.01%
+5,959
3480
$202K ﹤0.01%
19,821
+1,227
3481
$202K ﹤0.01%
+9,399
3482
$201K ﹤0.01%
+2,375
3483
$201K ﹤0.01%
+4,700
3484
$201K ﹤0.01%
+6,851
3485
$201K ﹤0.01%
14,049
+800
3486
$197K ﹤0.01%
+15,970
3487
$197K ﹤0.01%
+12,750
3488
$196K ﹤0.01%
12,660
+1,818
3489
$196K ﹤0.01%
19,908
+8,156
3490
$195K ﹤0.01%
33,898
3491
$195K ﹤0.01%
13,873
+100
3492
$195K ﹤0.01%
17,978
-755
3493
$193K ﹤0.01%
39,600
+530
3494
$193K ﹤0.01%
19,406
+88
3495
$191K ﹤0.01%
14,770
-89,382
3496
$190K ﹤0.01%
+23,174
3497
$189K ﹤0.01%
22,073
+3,384
3498
$188K ﹤0.01%
21,105
+1,102
3499
$188K ﹤0.01%
137,025
-32,000
3500
$186K ﹤0.01%
19,663
-27
138 139
140
141 142