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
3676
$32K ﹤0.01%
23,400
+1,900
3677
$32K ﹤0.01%
+20,000
3678
$31K ﹤0.01%
11,914
-26,321
3679
$31K ﹤0.01%
19,322
+183
3680
$29K ﹤0.01%
12,631
3681
$28K ﹤0.01%
10,952
-3,177
3682
$27K ﹤0.01%
18,743
+1,817
3683
$25K ﹤0.01%
12,621
+500
3684
$25K ﹤0.01%
15,622
-1,000
3685
$25K ﹤0.01%
+12,698
3686
$25K ﹤0.01%
1,520
3687
$23K ﹤0.01%
34,790
+3,000
3688
$23K ﹤0.01%
22,280
3689
$23K ﹤0.01%
12,715
3690
$20K ﹤0.01%
12,186
3691
$20K ﹤0.01%
+10,000
3692
$19K ﹤0.01%
999
-67
3693
$19K ﹤0.01%
15,689
+235
3694
$19K ﹤0.01%
19,826
3695
$17K ﹤0.01%
1,269
3696
$17K ﹤0.01%
11,250
3697
$16K ﹤0.01%
20,500
-1,000
3698
$15K ﹤0.01%
+11,854
3699
$14K ﹤0.01%
667
3700
$13K ﹤0.01%
+11,701
146 147
148
149 150