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
401
$17.3M 0.05%
58,787
-1,107
402
$17.2M 0.05%
93,641
+5,901
403
$17.1M 0.05%
236,355
+32,687
404
$17.1M 0.05%
237,625
+8,648
405
$17.1M 0.05%
471,884
+7,980
406
$17M 0.05%
149,679
-111,244
407
$16.9M 0.05%
27,718
+2,644
408
$16.8M 0.05%
462,325
+42,440
409
$16.8M 0.05%
672,284
+136,005
410
$16.8M 0.05%
106,039
+12,727
411
$16.7M 0.05%
412,621
-8,154
412
$16.7M 0.05%
528,544
+9,968
413
$16.7M 0.05%
364,023
+16,659
414
$16.6M 0.05%
109,626
+20,224
415
$16.6M 0.05%
323,275
+50,753
416
$16.5M 0.05%
175,969
+38,289
417
$16.5M 0.05%
21,345
+1,994
418
$16.5M 0.05%
967,895
-163,793
419
$16.5M 0.05%
172,441
+11,447
420
$16.4M 0.05%
66,527
-3,657
421
$16.4M 0.05%
27,554
+177
422
$16.4M 0.05%
53,713
+3,121
423
$16.4M 0.05%
344,237
+29,587
424
$16.3M 0.04%
206,749
+137,489
425
$16.3M 0.04%
68,849
+4,010
15 16
17
18 19