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
476
$13M 0.04%
154,500
+7,089
477
$13M 0.04%
38,574
+3,263
478
$12.9M 0.04%
350,675
-181,016
479
$12.9M 0.04%
113,317
-7,817
480
$12.9M 0.04%
154,380
+17,281
481
$12.8M 0.04%
818,114
+100,154
482
$12.8M 0.04%
71,615
+9,148
483
$12.8M 0.04%
37,664
+3,015
484
$12.8M 0.04%
198,212
+17,369
485
$12.7M 0.04%
223,932
-62,134
486
$12.7M 0.03%
47,061
+535
487
$12.7M 0.03%
496,560
+30,799
488
$12.5M 0.03%
245,572
-5,957
489
$12.5M 0.03%
271,375
+24,755
490
$12.5M 0.03%
238,710
+6,846
491
$12.4M 0.03%
47,479
+3,035
492
$12.3M 0.03%
596,559
-63,039
493
$12.3M 0.03%
354,445
+121,737
494
$12.3M 0.03%
16,207
+881
495
$12.3M 0.03%
128,903
+32,810
496
$12.3M 0.03%
242,191
-57,483
497
$12.2M 0.03%
338,605
+69,273
498
$12.2M 0.03%
152,425
+33,243
499
$12.2M 0.03%
37,643
-824
500
$12.1M 0.03%
111,752
+17,971
18 19
20
21 22