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
3651
$55K ﹤0.01%
38,867
3652
$54K ﹤0.01%
+19,799
3653
$54K ﹤0.01%
+15,500
3654
$53K ﹤0.01%
+59,551
3655
$53K ﹤0.01%
22,352
+1,331
3656
$53K ﹤0.01%
10,194
3657
$50K ﹤0.01%
+15,474
3658
$50K ﹤0.01%
+18,664
3659
$50K ﹤0.01%
+11,550
3660
$49K ﹤0.01%
25,355
+5,189
3661
$48K ﹤0.01%
12,961
3662
$47K ﹤0.01%
12,532
-6,136
3663
$46K ﹤0.01%
14,797
-1,522
3664
$44K ﹤0.01%
+24,964
3665
$44K ﹤0.01%
21,375
-11,200
3666
$41K ﹤0.01%
23,729
-5,067
3667
$39K ﹤0.01%
23,752
-109
3668
$36K ﹤0.01%
14,980
-1,250
3669
$35K ﹤0.01%
+13,900
3670
$35K ﹤0.01%
24,771
+13,500
3671
$34K ﹤0.01%
26,622
-1,345
3672
$33K ﹤0.01%
10,700
3673
$33K ﹤0.01%
12,627
+1,000
3674
$32K ﹤0.01%
1,255
-3
3675
$32K ﹤0.01%
16,353
+1
145 146
147
148 149