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
526
$11M 0.03%
96,187
+10,569
527
$11M 0.03%
283,497
+50,968
528
$11M 0.03%
+195,274
529
$11M 0.03%
84,284
+19,857
530
$11M 0.03%
928,329
+424,782
531
$10.9M 0.03%
158,103
+18,906
532
$10.9M 0.03%
418,602
+35,702
533
$10.8M 0.03%
228,818
+9,671
534
$10.8M 0.03%
329,436
+15,455
535
$10.8M 0.03%
4,618
+224
536
$10.7M 0.03%
22,627
+1,526
537
$10.7M 0.03%
211,805
+11,514
538
$10.7M 0.03%
120,345
+3,229
539
$10.7M 0.03%
392,959
-21,534
540
$10.6M 0.03%
221,214
+29,222
541
$10.6M 0.03%
101,620
+14,346
542
$10.6M 0.03%
62,240
-8,877
543
$10.5M 0.03%
87,724
+3,470
544
$10.5M 0.03%
260,815
+20,035
545
$10.5M 0.03%
201,212
-4,349
546
$10.5M 0.03%
162,166
-21,088
547
$10.5M 0.03%
44,744
-2
548
$10.5M 0.03%
74,279
-21,158
549
$10.4M 0.03%
77,051
-558
550
$10.4M 0.03%
29,583
-368
20 21
22
23 24