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
26
$188M 0.52%
6,890,806
+38,268
27
$184M 0.51%
986,565
+26,627
28
$180M 0.49%
727,568
+161,632
29
$178M 0.49%
2,389,764
-12,516
30
$174M 0.48%
1,236,812
+125,812
31
$174M 0.48%
2,590,920
+209,534
32
$165M 0.45%
3,753,708
+515,763
33
$151M 0.41%
794,272
-88,921
34
$142M 0.39%
1,007,058
+58,298
35
$138M 0.38%
1,142,758
+14,698
36
$135M 0.37%
176,841
+7,198
37
$133M 0.37%
390,995
+14,184
38
$133M 0.36%
1,323,132
+83,901
39
$132M 0.36%
1,285,348
-13,279
40
$132M 0.36%
2,677,060
+35,618
41
$129M 0.35%
1,144,750
+36,537
42
$128M 0.35%
1,369,904
+120,120
43
$127M 0.35%
136,975
+7,412
44
$124M 0.34%
535,456
+13,663
45
$124M 0.34%
2,436,688
+52,605
46
$117M 0.32%
1,270,539
-244,546
47
$116M 0.32%
2,033,531
+38,870
48
$115M 0.31%
589,533
-43,236
49
$112M 0.31%
1,173,603
-23,429
50
$108M 0.3%
701,480
+46,252
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