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
3576
$122K ﹤0.01%
25,463
-4,215
3577
$120K ﹤0.01%
13,051
-376
3578
$120K ﹤0.01%
55,257
+8,308
3579
$119K ﹤0.01%
20,026
-6,679
3580
$117K ﹤0.01%
15,122
-4,046
3581
$115K ﹤0.01%
74,011
-4,325
3582
$114K ﹤0.01%
27,438
+1,333
3583
$112K ﹤0.01%
20,890
3584
$108K ﹤0.01%
46,142
-5,644
3585
$108K ﹤0.01%
20,167
+6,667
3586
$107K ﹤0.01%
+10,388
3587
$105K ﹤0.01%
10,062
3588
$104K ﹤0.01%
11,450
-2,232
3589
$103K ﹤0.01%
34,286
+7,965
3590
$103K ﹤0.01%
18,356
+550
3591
$102K ﹤0.01%
202,200
+4,050
3592
$100K ﹤0.01%
15,783
+2,470
3593
$98K ﹤0.01%
13,945
+3,536
3594
$98K ﹤0.01%
+158
3595
$97K ﹤0.01%
24,181
-19,118
3596
$92K ﹤0.01%
15,621
-4,048
3597
$91K ﹤0.01%
18,168
-4,176
3598
$91K ﹤0.01%
18,930
+290
3599
$90K ﹤0.01%
19,454
3600
$90K ﹤0.01%
25,963
+91
142 143
144
145 146