Cambridge Investment Research Advisors Portfolio holdings
AUM
$37.8B
1-Year Est. Return
20.48%
This Fund
S&P 500
1 Year Est. Return
+20.48%
AUM
$36.4B
AUM Growth
+$3.53B
(+11%)
Holding
3,908
Top Buys
| 1 | +$70.4M | |
| 2 | +$39.9M | |
| 3 | +$25.1M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$25M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$22.7M |
Top Sells
| 1 | +$28M | |
| 2 | +$22.4M | |
| 3 | +$16.9M | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$13.5M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$13.4M |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Financials | 5% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Communication Services | 3.05% |
| 5 | Industrials | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGMA
3901
DELISTED
Sigmatron International
SGMA
| – | – |
-17,500
|
|
||
3902
ProShares Short S&P500
SH
$1.16B
| – | – |
-30,664
|
|
||
3903
Steven Madden
SHOO
$2.59B
| – | – |
-10,409
|
|
||
|
SHYF
3904
DELISTED
The Shyft Group
SHYF
| – | – |
-10,209
|
|
||
3905
PGIM Active High Yield Bond ETF
PHYL
$1.19B
| – | – |
-10,998
|
|
||
3906
Sezzle
SEZL
$2.31B
| – | – |
-5,742
|
|