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
3526
$168K ﹤0.01%
+11,679
3527
$167K ﹤0.01%
23,764
+2,091
3528
$167K ﹤0.01%
+11,418
3529
$166K ﹤0.01%
41,245
+18,524
3530
$164K ﹤0.01%
11,005
+250
3531
$164K ﹤0.01%
38,262
-3,139
3532
$163K ﹤0.01%
20,835
+250
3533
$162K ﹤0.01%
2,319
-862
3534
$161K ﹤0.01%
10,026
-709
3535
$161K ﹤0.01%
14,214
-3,100
3536
$161K ﹤0.01%
41,585
-1,096
3537
$160K ﹤0.01%
+11,256
3538
$160K ﹤0.01%
25,764
-625
3539
$159K ﹤0.01%
17,161
-6,090
3540
$158K ﹤0.01%
40,982
-849
3541
$155K ﹤0.01%
38,820
3542
$155K ﹤0.01%
+16,868
3543
$154K ﹤0.01%
29,450
+8,757
3544
$153K ﹤0.01%
14,392
+446
3545
$152K ﹤0.01%
10,864
+138
3546
$151K ﹤0.01%
17,368
+50
3547
$150K ﹤0.01%
96,511
-6,600
3548
$149K ﹤0.01%
+12,034
3549
$148K ﹤0.01%
12,270
3550
$146K ﹤0.01%
12,320
+864
140 141
142
143 144