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
676
$8.01M 0.02%
85,919
+7,423
677
$8.01M 0.02%
21,124
-237
678
$7.97M 0.02%
72,116
-31,394
679
$7.97M 0.02%
380,967
+4,046
680
$7.95M 0.02%
413,729
-11,665
681
$7.89M 0.02%
62,251
+3,774
682
$7.87M 0.02%
97,606
+5,449
683
$7.82M 0.02%
311,581
-22,011
684
$7.82M 0.02%
81,497
-23,169
685
$7.78M 0.02%
11,140
+555
686
$7.75M 0.02%
536,826
-30,505
687
$7.74M 0.02%
197,403
+1,016
688
$7.74M 0.02%
28,434
+1,193
689
$7.73M 0.02%
471,449
+11,755
690
$7.71M 0.02%
140,640
+14,996
691
$7.71M 0.02%
73,560
-11,106
692
$7.71M 0.02%
172,864
+6,189
693
$7.71M 0.02%
169,075
+2,405
694
$7.64M 0.02%
168,215
-172,363
695
$7.64M 0.02%
80,266
+8,814
696
$7.64M 0.02%
264,291
-11,226
697
$7.63M 0.02%
70,036
-5,174
698
$7.62M 0.02%
32,276
-5,577
699
$7.6M 0.02%
90,390
-16,557
700
$7.58M 0.02%
169,214
+12,258
26 27
28
29 30