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
726
$7.1M 0.02%
168,930
-27,468
727
$7.09M 0.02%
490,924
+55,645
728
$7.06M 0.02%
133,043
+13,374
729
$7.02M 0.02%
109,227
+4,297
730
$7.02M 0.02%
48,185
+4,252
731
$6.99M 0.02%
134,204
+1,617
732
$6.96M 0.02%
55,469
+2,269
733
$6.95M 0.02%
165,360
-19,102
734
$6.94M 0.02%
343,529
-3,377
735
$6.94M 0.02%
40,960
+7,607
736
$6.91M 0.02%
78,570
+3,392
737
$6.9M 0.02%
156,880
+10,139
738
$6.88M 0.02%
87,803
+11,983
739
$6.87M 0.02%
144,193
+58,950
740
$6.86M 0.02%
71,723
+11,744
741
$6.81M 0.02%
63,500
+2,918
742
$6.79M 0.02%
100,623
-11,589
743
$6.79M 0.02%
194,343
+97,558
744
$6.78M 0.02%
334,198
+77,228
745
$6.77M 0.02%
214,995
+106,899
746
$6.77M 0.02%
190,239
+78,023
747
$6.76M 0.02%
258,234
+12,375
748
$6.75M 0.02%
31,584
+2,758
749
$6.74M 0.02%
67,398
+23,962
750
$6.74M 0.02%
87,903
+5,781
28 29
30
31 32