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
3601
$90K ﹤0.01%
11,003
-686
3602
$88K ﹤0.01%
16,821
-19,770
3603
$87K ﹤0.01%
13,523
-655
3604
$86K ﹤0.01%
16,329
-1,458
3605
$86K ﹤0.01%
23,000
3606
$85K ﹤0.01%
15,720
-2,549
3607
$84K ﹤0.01%
+13,303
3608
$83K ﹤0.01%
4,016
+370
3609
$82K ﹤0.01%
15,061
+2,900
3610
$82K ﹤0.01%
50,023
+1,250
3611
$81K ﹤0.01%
13,737
-2,531
3612
$80K ﹤0.01%
41,873
3613
$80K ﹤0.01%
14,716
+3,200
3614
$79K ﹤0.01%
12,252
3615
$78K ﹤0.01%
6,053
+3,717
3616
$77K ﹤0.01%
13,850
-952
3617
$77K ﹤0.01%
23,690
3618
$77K ﹤0.01%
24,523
-3,500
3619
$76K ﹤0.01%
11,530
-9,681
3620
$75K ﹤0.01%
20,208
-71
3621
$75K ﹤0.01%
10,111
-205
3622
$75K ﹤0.01%
18,219
+2,801
3623
$75K ﹤0.01%
10,874
-77
3624
$74K ﹤0.01%
14,045
+600
3625
$74K ﹤0.01%
15,141
+3,311
143 144
145
146 147