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
376
$18.3M 0.05%
233,324
-81,538
377
$18.2M 0.05%
162,146
+13,740
378
$18.2M 0.05%
158,361
+9,672
379
$18.1M 0.05%
655,149
+5,729
380
$18M 0.05%
700,002
+13,858
381
$18M 0.05%
257,296
+17,191
382
$18M 0.05%
161,843
-1,003
383
$17.9M 0.05%
149,502
-30,808
384
$17.9M 0.05%
475,200
-12,919
385
$17.8M 0.05%
393,408
+4,543
386
$17.7M 0.05%
388,192
+15,769
387
$17.7M 0.05%
313,397
+9,069
388
$17.7M 0.05%
446,230
-22,255
389
$17.7M 0.05%
39,500
-201
390
$17.7M 0.05%
481,304
+23,777
391
$17.6M 0.05%
138,748
+20,578
392
$17.5M 0.05%
806,492
-28,783
393
$17.5M 0.05%
625,686
+28,019
394
$17.5M 0.05%
520,164
-22,162
395
$17.4M 0.05%
61,718
+6,809
396
$17.4M 0.05%
505,326
-30,218
397
$17.4M 0.05%
509,698
+299,346
398
$17.4M 0.05%
138,162
+31,132
399
$17.4M 0.05%
108,191
+39,264
400
$17.3M 0.05%
18,146
+83
14 15
16
17 18