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
501
$12.1M 0.03%
445,794
+23,235
502
$12.1M 0.03%
253,969
-31
503
$12M 0.03%
271,903
+15,007
504
$11.9M 0.03%
113,478
+38,921
505
$11.9M 0.03%
91,532
-1,771
506
$11.8M 0.03%
273,585
+78,174
507
$11.8M 0.03%
962,548
+370,841
508
$11.8M 0.03%
176,496
+5,996
509
$11.8M 0.03%
95,180
+23,205
510
$11.8M 0.03%
102,650
+2,092
511
$11.7M 0.03%
307,638
+13,998
512
$11.7M 0.03%
166,701
-7,865
513
$11.7M 0.03%
339,824
-20,473
514
$11.6M 0.03%
104,010
-1,842
515
$11.6M 0.03%
20,444
-129
516
$11.5M 0.03%
16,899
+1,648
517
$11.5M 0.03%
87,502
-3,945
518
$11.5M 0.03%
2,672
+394
519
$11.4M 0.03%
248,336
-5,052
520
$11.4M 0.03%
137,852
-1,509
521
$11.3M 0.03%
47,144
-6,762
522
$11.2M 0.03%
167,383
+12
523
$11.2M 0.03%
166,028
-26,913
524
$11M 0.03%
166,325
+112,475
525
$11M 0.03%
48,803
+536
19 20
21
22 23