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
351
$19.4M 0.05%
863,300
+12,185
352
$19.3M 0.05%
980,597
+56,880
353
$19.3M 0.05%
315,409
+29,534
354
$19.3M 0.05%
136,053
-5,764
355
$19.2M 0.05%
201,945
+22,140
356
$19.2M 0.05%
593,702
+323,076
357
$19.2M 0.05%
133,765
+49,867
358
$19.1M 0.05%
378,424
+10,961
359
$19M 0.05%
228,007
+34,701
360
$19M 0.05%
709,369
+102,219
361
$19M 0.05%
277,371
+15,552
362
$18.9M 0.05%
77,568
-8,424
363
$18.9M 0.05%
203,209
+5,903
364
$18.8M 0.05%
107,849
-8,262
365
$18.7M 0.05%
240,894
+128,394
366
$18.7M 0.05%
322,496
+4,339
367
$18.7M 0.05%
209,695
+6,935
368
$18.5M 0.05%
854,158
+85,270
369
$18.5M 0.05%
273,434
-106,969
370
$18.5M 0.05%
122,362
-9,093
371
$18.4M 0.05%
1,536,590
-16,406
372
$18.4M 0.05%
180,910
+771
373
$18.4M 0.05%
460,842
+75,329
374
$18.3M 0.05%
483,956
+32,227
375
$18.3M 0.05%
93,444
+3,937
13 14
15
16 17