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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.34M 0.05%
76,234
+208
352
$5.32M 0.05%
132,555
+27,448
353
$5.25M 0.05%
48,671
+5,315
354
$5.24M 0.05%
407,935
+23,817
355
$5.21M 0.05%
30,611
+1,243
356
$5.2M 0.05%
15,366
-63
357
$5.19M 0.05%
168,017
+62,939
358
$5.16M 0.05%
191,057
-13,705
359
$5.14M 0.05%
25,115
-2,257
360
$5.13M 0.05%
176,302
+93,357
361
$5.13M 0.05%
34,015
-264
362
$5.1M 0.05%
32,195
+15,009
363
$5.1M 0.05%
155,441
-64,561
364
$5.09M 0.05%
66,537
+277
365
$5.09M 0.05%
34,843
-3,072
366
$5.09M 0.05%
97,974
+9,954
367
$5.07M 0.05%
162,776
+114,855
368
$5.06M 0.05%
189,720
-3,708
369
$5.03M 0.05%
181,666
+13,950
370
$5.03M 0.05%
572,013
+11,712
371
$5.02M 0.05%
60,921
-123
372
$5.01M 0.05%
15,797
+715
373
$5M 0.05%
86,317
+3,799
374
$5M 0.05%
38,533
+219
375
$4.99M 0.05%
139,919
+13,153
13 14
15
16 17