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
701
$7.57M 0.02%
179,757
-5,507
702
$7.57M 0.02%
798,395
-103,808
703
$7.55M 0.02%
127,103
-169,234
704
$7.53M 0.02%
39,172
-4,113
705
$7.53M 0.02%
76,982
+4,445
706
$7.47M 0.02%
156,509
-4,805
707
$7.42M 0.02%
190,668
+142,154
708
$7.41M 0.02%
30,091
+1,397
709
$7.37M 0.02%
37,534
+4,104
710
$7.32M 0.02%
75,021
+21,091
711
$7.3M 0.02%
87,863
+4,325
712
$7.29M 0.02%
728,466
-16,273
713
$7.29M 0.02%
324,373
+35,480
714
$7.29M 0.02%
36,763
+134
715
$7.29M 0.02%
43,372
+674
716
$7.29M 0.02%
96,688
+92,265
717
$7.27M 0.02%
134,450
+11,882
718
$7.22M 0.02%
72,619
-2,589
719
$7.2M 0.02%
25,778
+674
720
$7.19M 0.02%
56,101
+3,239
721
$7.19M 0.02%
82,795
-3,345
722
$7.13M 0.02%
230,725
+23,830
723
$7.11M 0.02%
85,791
-764
724
$7.11M 0.02%
106,617
+25,100
725
$7.1M 0.02%
34,608
-2,396
27 28
29
30 31