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
3501
$186K ﹤0.01%
11,158
+71
3502
$185K ﹤0.01%
+17,544
3503
$185K ﹤0.01%
16,650
-5,870
3504
$184K ﹤0.01%
28,457
+4,665
3505
$182K ﹤0.01%
15,845
-3,944
3506
$182K ﹤0.01%
123,105
-26,960
3507
$180K ﹤0.01%
+30,265
3508
$180K ﹤0.01%
11,904
-3,996
3509
$180K ﹤0.01%
14,168
+2,432
3510
$179K ﹤0.01%
18,614
+409
3511
$177K ﹤0.01%
+13,112
3512
$177K ﹤0.01%
26,000
+500
3513
$176K ﹤0.01%
21,312
-1,861
3514
$176K ﹤0.01%
31,404
-144
3515
$176K ﹤0.01%
+11,788
3516
$175K ﹤0.01%
21,805
+395
3517
$174K ﹤0.01%
54,353
+39,478
3518
$174K ﹤0.01%
+16,829
3519
$173K ﹤0.01%
10,540
-14,401
3520
$173K ﹤0.01%
16,751
-1,147
3521
$173K ﹤0.01%
15,862
-3,238
3522
$173K ﹤0.01%
70,290
+49,340
3523
$173K ﹤0.01%
28,761
-10,623
3524
$171K ﹤0.01%
4,427
-261
3525
$170K ﹤0.01%
+22,434
139 140
141
142 143