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
601
$9.16M 0.03%
541,911
+20,584
602
$9.15M 0.03%
789,123
-16,787
603
$9.14M 0.03%
12,731
+1,921
604
$9.1M 0.03%
291,709
+7,393
605
$9.08M 0.02%
97,295
+13,180
606
$9.06M 0.02%
188,558
+6,725
607
$9.06M 0.02%
160,064
-3,116
608
$9.05M 0.02%
47,917
+1,734
609
$9.03M 0.02%
62,594
+721
610
$9.01M 0.02%
182,386
+59,730
611
$9.01M 0.02%
256,871
-49,306
612
$8.98M 0.02%
19,643
+665
613
$8.98M 0.02%
165,736
+49,447
614
$8.97M 0.02%
80,020
+2,555
615
$8.95M 0.02%
122,594
-9,215
616
$8.93M 0.02%
68,863
+3,974
617
$8.92M 0.02%
189,763
+6,597
618
$8.92M 0.02%
65,149
+33,618
619
$8.9M 0.02%
52,017
-17,841
620
$8.89M 0.02%
140,311
-855
621
$8.88M 0.02%
231,816
-16,630
622
$8.87M 0.02%
167,015
+72,688
623
$8.87M 0.02%
193,793
-13,042
624
$8.84M 0.02%
262,116
+6,822
625
$8.84M 0.02%
70,164
-973
23 24
25
26 27