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
51
$105M 0.29%
3,283,430
+242,169
52
$104M 0.29%
2,638,620
+144,907
53
$104M 0.28%
1,314,736
+1,680
54
$102M 0.28%
488,318
+63,425
55
$102M 0.28%
838,769
+133,551
56
$100M 0.28%
247,295
+13,601
57
$100M 0.27%
834,410
-2,710
58
$99.2M 0.27%
207,983
+9,424
59
$98.8M 0.27%
361,057
+15,794
60
$98.7M 0.27%
1,129,979
+39,518
61
$97.6M 0.27%
2,855,191
+292,817
62
$96M 0.26%
1,891,196
+165,061
63
$95.3M 0.26%
986,237
+88,002
64
$95.3M 0.26%
813,432
+35,240
65
$95.1M 0.26%
2,844,131
+213,636
66
$94.7M 0.26%
1,011,465
+10,744
67
$92.5M 0.25%
634,888
+11,008
68
$90.3M 0.25%
759,891
-19,975
69
$87.6M 0.24%
344,471
+17,194
70
$87.5M 0.24%
423,627
+3,746
71
$87.2M 0.24%
470,475
+12,346
72
$86.1M 0.24%
305,070
+33,483
73
$85.7M 0.24%
184,866
-3,730
74
$84.5M 0.23%
839,446
+69,856
75
$83.1M 0.23%
2,187,019
-50,649
1 2
3
4 5