Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
– –
-3,303
3627
– –
-5,842
3628
– –
-5,371
3629
– –
-5,000
3630
– –
-10,734
3631
– –
-7,940
3632
– –
-8,710
3633
– –
-6,322
3634
– –
-3,864
3635
– –
-1,397
3636
– –
-7,227
3637
– –
-8,396
3638
– –
-12,247
3639
– –
-10,360
3640
– –
-12,285
3641
– –
-7,020
3642
– –
-1,966
3643
– –
-1,482
3644
– –
-14,047
3645
– –
-6,826
3646
– –
-11,338
3647
– –
-10,000
3648
– –
-31,590
3649
– –
-1,923
3650
– –
-1,003
144 145
146
147 148