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
3626
$73K ﹤0.01%
12,071
3627
$71K ﹤0.01%
14,500
+1,500
3628
$70K ﹤0.01%
+14,500
3629
$69K ﹤0.01%
10,748
-19,445
3630
$69K ﹤0.01%
15,569
-3,173
3631
$69K ﹤0.01%
23,984
+7,380
3632
$68K ﹤0.01%
16,940
+617
3633
$68K ﹤0.01%
11,852
-400
3634
$68K ﹤0.01%
17,528
+450
3635
$67K ﹤0.01%
25,000
3636
$67K ﹤0.01%
10,726
-3,576
3637
$66K ﹤0.01%
10,832
-6,042
3638
$66K ﹤0.01%
19,740
-2,174
3639
$63K ﹤0.01%
23,327
+6
3640
$62K ﹤0.01%
22,303
-1,223
3641
$62K ﹤0.01%
13,194
-4,028
3642
$61K ﹤0.01%
19,979
+1,009
3643
$60K ﹤0.01%
22,086
+793
3644
$60K ﹤0.01%
7,037
+599
3645
$59K ﹤0.01%
12,300
-1,800
3646
$59K ﹤0.01%
17,008
+580
3647
$58K ﹤0.01%
21,780
-2,332
3648
$58K ﹤0.01%
92,300
-129,550
3649
$55K ﹤0.01%
18,001
+740
3650
$55K ﹤0.01%
17,020
-1,415
144 145
146
147 148