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
426
$16.1M 0.04%
53,404
+1,158
427
$16M 0.04%
818,480
+26,978
428
$15.7M 0.04%
260,211
+32,285
429
$15.6M 0.04%
116,244
-17,323
430
$15.6M 0.04%
212,207
+14,949
431
$15.6M 0.04%
275,905
-1,164
432
$15.4M 0.04%
203,784
-1,078
433
$15.4M 0.04%
1,639,829
-17,230
434
$15.3M 0.04%
203,489
-1,518
435
$15.3M 0.04%
36,318
+1,314
436
$15.2M 0.04%
141,296
+8,642
437
$15.2M 0.04%
332,047
+2,424
438
$14.9M 0.04%
74,162
+10,517
439
$14.8M 0.04%
78,995
+1,213
440
$14.8M 0.04%
124,585
+385
441
$14.7M 0.04%
469,304
+18,772
442
$14.7M 0.04%
354,597
+51,741
443
$14.7M 0.04%
313,949
+39,420
444
$14.7M 0.04%
326,581
-59,731
445
$14.7M 0.04%
46,951
+2,022
446
$14.6M 0.04%
562,450
-20,086
447
$14.5M 0.04%
115,563
+3,875
448
$14.5M 0.04%
106,869
+56,586
449
$14.4M 0.04%
272,365
+59,821
450
$14.4M 0.04%
1,892,290
-24,843
16 17
18
19 20