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
651
$8.3M 0.02%
274,118
-11,334
652
$8.28M 0.02%
67,133
+10,164
653
$8.28M 0.02%
138,548
-2,127
654
$8.27M 0.02%
295,763
+13,351
655
$8.25M 0.02%
79,547
-24,639
656
$8.24M 0.02%
73,410
+43,374
657
$8.24M 0.02%
132,371
+6,048
658
$8.24M 0.02%
87,804
+5,519
659
$8.22M 0.02%
295,858
-43,503
660
$8.22M 0.02%
162,704
-21,886
661
$8.21M 0.02%
179,948
+27,876
662
$8.19M 0.02%
181,763
-43,717
663
$8.18M 0.02%
83,474
-10,190
664
$8.18M 0.02%
608,746
+293,004
665
$8.16M 0.02%
71,298
+5,873
666
$8.14M 0.02%
71,940
+6,084
667
$8.12M 0.02%
170,549
+38,330
668
$8.1M 0.02%
365,730
+9,579
669
$8.09M 0.02%
206,084
-34,550
670
$8.07M 0.02%
206,055
-7,180
671
$8.06M 0.02%
195,126
+108,984
672
$8.01M 0.02%
158,781
+57,178
673
$8.01M 0.02%
160,298
-21,778
674
$8.01M 0.02%
75,026
+1,878
675
$8.01M 0.02%
160,670
+38,993
25 26
27
28 29