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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
3626
– –
-7,227
3627
– –
-37,701
3628
– –
-10,000
3629
– –
-31,590
3630
– –
-1,923
3631
– –
-1,003
3632
– –
-2,739
3633
– –
-73,071
3634
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-30,980
3635
– –
-12,393
3636
– –
-11,094
3637
– –
-21,059
3638
– –
-6,113
3639
– –
-4,905
3640
– –
-6,368
3641
– –
-3,592
3642
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-5,141
3643
– –
-2,124
3644
– –
-6,634
3645
– –
-12,000
3646
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-1,681
3647
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-3,483
3648
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-3,962
3649
– –
-8,358
3650
– –
-1,302
144 145
146
147 148