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
3551
$146K ﹤0.01%
93,240
3552
$145K ﹤0.01%
22,839
-3,213
3553
$143K ﹤0.01%
23,070
-1,732
3554
$141K ﹤0.01%
+17,300
3555
$141K ﹤0.01%
12,355
3556
$140K ﹤0.01%
13,180
+9
3557
$139K ﹤0.01%
18,090
3558
$138K ﹤0.01%
58,776
+526
3559
$138K ﹤0.01%
11,876
-874
3560
$136K ﹤0.01%
41,229
-125,000
3561
$135K ﹤0.01%
16,746
+386
3562
$135K ﹤0.01%
25,317
+14,870
3563
$134K ﹤0.01%
10,691
-4,700
3564
$134K ﹤0.01%
20,724
+2,690
3565
$132K ﹤0.01%
10,263
-1,041
3566
$132K ﹤0.01%
21,992
+112
3567
$132K ﹤0.01%
+26,535
3568
$132K ﹤0.01%
+10,612
3569
$131K ﹤0.01%
30,110
+466
3570
$130K ﹤0.01%
26,447
-6,853
3571
$130K ﹤0.01%
22,555
-9,687
3572
$129K ﹤0.01%
+12,272
3573
$128K ﹤0.01%
17,732
-62,049
3574
$128K ﹤0.01%
14,282
+1,599
3575
$123K ﹤0.01%
+16,973
141 142
143
144 145