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
451
$14.4M 0.04%
314,294
+12,365
452
$14.3M 0.04%
109,913
+3,415
453
$14.3M 0.04%
284,999
+21,778
454
$14.2M 0.04%
139,491
-3,965
455
$14.2M 0.04%
502,148
-75,520
456
$14M 0.04%
283,755
-178,953
457
$14M 0.04%
249,272
+1,052
458
$13.9M 0.04%
126,198
+2,852
459
$13.9M 0.04%
65,329
+6,162
460
$13.9M 0.04%
584,515
-99,740
461
$13.8M 0.04%
243,296
-13,933
462
$13.8M 0.04%
138,186
+42,176
463
$13.7M 0.04%
101,023
+3,146
464
$13.7M 0.04%
46,099
-8,048
465
$13.7M 0.04%
445,337
+80,248
466
$13.7M 0.04%
71,133
+3,701
467
$13.7M 0.04%
507,581
+12,653
468
$13.7M 0.04%
263,685
+28,512
469
$13.6M 0.04%
153,807
-7,273
470
$13.4M 0.04%
159,331
+21,713
471
$13.4M 0.04%
119,869
-3,819
472
$13.4M 0.04%
33,749
+1,529
473
$13.3M 0.04%
45,278
+1,713
474
$13.2M 0.04%
105,881
+2,414
475
$13.2M 0.04%
43,806
+3,215
17 18
19
20 21