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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
3601
– –
-7,576
3602
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-18,691
3603
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-10,000
3604
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-1,713
3605
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-25,214
3606
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-2,332
3607
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-83,136
3608
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-10,621
3609
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-1,329
3610
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-12,516
3611
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-1,120
3612
– –
-3,880
3613
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-11,042
3614
– –
-8,014
3615
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-3,278
3616
– –
-3,303
3617
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-5,842
3618
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-5,371
3619
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-5,000
3620
– –
-10,734
3621
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-7,940
3622
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-8,710
3623
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3624
– –
-3,864
3625
– –
-1,397
143 144
145
146 147