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
576
$9.78M 0.03%
189,938
+18,589
577
$9.74M 0.03%
56,346
+1,205
578
$9.72M 0.03%
196,548
-5,974
579
$9.63M 0.03%
95,817
+5,244
580
$9.63M 0.03%
74,690
-4,760
581
$9.58M 0.03%
150,704
+11,525
582
$9.54M 0.03%
36,626
+363
583
$9.52M 0.03%
85,803
+32,476
584
$9.48M 0.03%
86,267
-1,259
585
$9.45M 0.03%
80,081
+43,535
586
$9.43M 0.03%
122,969
+3,799
587
$9.42M 0.03%
443,577
+64,379
588
$9.41M 0.03%
161,668
-78,300
589
$9.4M 0.03%
267,371
+8,215
590
$9.38M 0.03%
56,450
-3,882
591
$9.37M 0.03%
201,936
+86,932
592
$9.37M 0.03%
117,550
-3,878
593
$9.35M 0.03%
264,022
+20,559
594
$9.35M 0.03%
66,070
+11,427
595
$9.3M 0.03%
85,369
-2,021
596
$9.24M 0.03%
32,074
+459
597
$9.21M 0.03%
356,825
+85,930
598
$9.2M 0.03%
204,425
+31,217
599
$9.18M 0.03%
479,182
+85,087
600
$9.17M 0.03%
308,478
+65,404
22 23
24
25 26