Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.72M 0.03%
59,247
+2,799
577
$2.7M 0.03%
+67,384
578
$2.69M 0.03%
9,548
+1,994
579
$2.69M 0.03%
33,593
+5,360
580
$2.66M 0.03%
36,139
+6,101
581
$2.64M 0.03%
101,418
+6,155
582
$2.64M 0.03%
36,264
+794
583
$2.62M 0.03%
62,446
+687
584
$2.61M 0.03%
81,703
-12,218
585
$2.61M 0.02%
76,382
-39,525
586
$2.6M 0.02%
79,110
-2,079
587
$2.59M 0.02%
42,559
+1,104
588
$2.59M 0.02%
16,114
+1,170
589
$2.59M 0.02%
88,366
-22,719
590
$2.58M 0.02%
+49,173
591
$2.58M 0.02%
36,319
+4,284
592
$2.58M 0.02%
25,384
+1,013
593
$2.57M 0.02%
66,298
+15,446
594
$2.55M 0.02%
125,800
+20,161
595
$2.53M 0.02%
92,392
+25,167
596
$2.52M 0.02%
190,856
+20,132
597
$2.51M 0.02%
75,144
+21,583
598
$2.51M 0.02%
133,757
-81,870
599
$2.5M 0.02%
31,190
+431
600
$2.49M 0.02%
31,860
-378
22 23
24
25 26