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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
$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
3526
– –
-10,453
3527
– –
-1,239
3528
– –
-38,781
3529
– –
-2,187
3530
– –
-10,000
3531
– –
-1,224
3532
– –
-8,396
3533
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-12,247
3534
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-10,360
3535
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-12,285
3536
– –
-7,020
3537
– –
-1,966
3538
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-1,482
3539
– –
-14,047
3540
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-6,826
3541
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-11,338
3542
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-12,966
3543
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-88,947
3544
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-10,133
3545
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-16,061
3546
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-4,030
3547
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-960
3548
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-2,705
3549
– –
-1,644
3550
– –
-1,728
140 141
142
143 144