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
551
$10.4M 0.03%
94,126
-12,690
552
$10.4M 0.03%
115,542
+660
553
$10.3M 0.03%
180,890
-1,165
554
$10.3M 0.03%
92,895
+44,002
555
$10.2M 0.03%
24,709
+2,667
556
$10.2M 0.03%
487,593
+22,388
557
$10.2M 0.03%
43,142
-7,574
558
$10.2M 0.03%
86,905
-1,620
559
$10.1M 0.03%
37,213
+620
560
$10.1M 0.03%
303,971
+6,255
561
$10.1M 0.03%
270,920
+42,078
562
$10.1M 0.03%
276,657
+75,335
563
$10M 0.03%
312,581
+13,503
564
$9.99M 0.03%
384,686
+143,446
565
$9.99M 0.03%
88,892
+1,876
566
$9.98M 0.03%
46,502
-3,687
567
$9.97M 0.03%
147,488
+7,970
568
$9.96M 0.03%
40,382
-9,679
569
$9.96M 0.03%
40,530
+1,347
570
$9.96M 0.03%
120,885
+6,044
571
$9.95M 0.03%
197,976
-34,027
572
$9.87M 0.03%
393,077
+9,947
573
$9.83M 0.03%
226,360
+8,091
574
$9.79M 0.03%
73,905
+5,506
575
$9.79M 0.03%
129,787
+97,656
21 22
23
24 25