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
626
$8.81M 0.02%
117,830
+4,898
627
$8.8M 0.02%
126,251
+4,587
628
$8.79M 0.02%
114,534
-175,588
629
$8.76M 0.02%
27,118
-1,850
630
$8.76M 0.02%
142,448
+18,518
631
$8.74M 0.02%
122,132
-7,821
632
$8.66M 0.02%
388,916
+11,934
633
$8.62M 0.02%
137,988
-95
634
$8.6M 0.02%
263,647
+7,869
635
$8.59M 0.02%
239,872
+22,805
636
$8.59M 0.02%
95,842
+4,493
637
$8.57M 0.02%
142,662
-4,821
638
$8.54M 0.02%
199,655
+5,065
639
$8.47M 0.02%
83,703
-1,486
640
$8.46M 0.02%
34,330
+8,410
641
$8.42M 0.02%
172,260
+2,926
642
$8.41M 0.02%
78,329
-4,077
643
$8.4M 0.02%
225,317
+5,674
644
$8.38M 0.02%
30,580
-1,829
645
$8.34M 0.02%
124,750
-3,189
646
$8.34M 0.02%
198,995
+65,833
647
$8.34M 0.02%
92,627
+4,095
648
$8.32M 0.02%
57,650
-401
649
$8.31M 0.02%
49,288
+181
650
$8.3M 0.02%
149,628
-58,341
24 25
26
27 28