Cambridge Investment Research Advisors Portfolio holdings
AUM
$37.8B
1-Year Est. Return
20.47%
This Fund
S&P 500
1 Year Est. Return
+20.47%
AUM
$36.4B
AUM Growth
+$3.53B
(+11%)
Holding
3,908
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 |
Capital Group Growth ETF
CGGR
|
+$21.8M |
Top Sells
| 1 | +$27.2M | |
| 2 | +$22.4M | |
| 3 | +$16.6M | |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$13.3M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$13.1M |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Financials | 4.99% |
| 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 | |
|---|---|---|---|---|---|---|
3901
Alpha Architect US Quantitative Value ETF
QVAL
$485M
| – | – |
-4,955
|
|
||
3902
Root
ROOT
$723M
| – | – |
-5,170
|
|
||
3903
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$92.1M
| – | – |
-14,757
|
|
||
3904
ProShares Short Russell2000
RWM
$175M
| – | – |
-35,411
|
|
||
3905
State Street SPDR Dow Jones International Real Estate ETF
RWX
$274M
| – | – |
-11,209
|
|
||
3906
RXO
RXO
$2.31B
| – | – |
-10,598
|
|