Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.9M 0.33%
131,991
-80,322
52
$34.8M 0.33%
308,797
+33,625
53
$33.5M 0.32%
401,202
+268,624
54
$33.2M 0.32%
553,078
-124,514
55
$33M 0.31%
494,897
+43,272
56
$32.9M 0.31%
2,298,167
+1,336,975
57
$32.7M 0.31%
209,385
+17,400
58
$32.3M 0.31%
370,766
-21,820
59
$32.1M 0.31%
397,543
+61,756
60
$31.8M 0.3%
297,802
+14,861
61
$31.7M 0.3%
640,896
+67,817
62
$31.6M 0.3%
258,788
-4,514
63
$31.5M 0.3%
995,204
+77,034
64
$31.4M 0.3%
284,013
+6,848
65
$30.6M 0.29%
1,584,756
+62,400
66
$30.1M 0.29%
1,706,304
-78,606
67
$30.1M 0.29%
257,449
-10,785
68
$30M 0.29%
215,388
+50,994
69
$29.8M 0.28%
304,004
-9,526
70
$29.4M 0.28%
1,170,976
+61,536
71
$28.9M 0.28%
451,440
-4,627
72
$28.8M 0.28%
77,487
+5,534
73
$28.3M 0.27%
1,479,962
+288,145
74
$27.5M 0.26%
565,969
+9,197
75
$27.1M 0.26%
266,863
-97,261
1 2
3
4 5