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
3701
$12K ﹤0.01%
10,044
-173,490
3702
$12K ﹤0.01%
112,780
+9,658
3703
$11K ﹤0.01%
2,250
3704
– –
0
3705
$10K ﹤0.01%
+338
3706
$9K ﹤0.01%
286
3707
$7K ﹤0.01%
511
3708
$7K ﹤0.01%
+1,480
3709
$7K ﹤0.01%
+420
3710
$6K ﹤0.01%
+81,281
3711
$4K ﹤0.01%
+10,828
3712
$3K ﹤0.01%
1,000
3713
– –
-2,659
3714
– –
-4,049
3715
– –
-1,480
3716
– –
-49,843
3717
– –
-25,160
3718
– –
-18,772
3719
– –
-11,380
3720
– –
-10,146
3721
– –
-11,358
3722
– –
-1,064
3723
– –
-2,252
3724
– –
-8,939
3725
– –
-38,522
147 148
149
150 151