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
751
$6.72M 0.02%
211,004
+82,816
752
$6.71M 0.02%
133,045
-2,838
753
$6.7M 0.02%
78,530
-14,937
754
$6.69M 0.02%
138,497
+14,562
755
$6.67M 0.02%
136,617
-21,695
756
$6.67M 0.02%
102,606
+940
757
$6.67M 0.02%
269,870
+116,481
758
$6.64M 0.02%
318,040
+11,286
759
$6.63M 0.02%
47,992
+1,084
760
$6.63M 0.02%
36,977
+1,639
761
$6.61M 0.02%
22,054
+699
762
$6.61M 0.02%
48,695
+2,333
763
$6.6M 0.02%
40,755
-3,010
764
$6.54M 0.02%
452,024
-1,775
765
$6.51M 0.02%
137,001
+5,052
766
$6.5M 0.02%
155,439
+7,827
767
$6.47M 0.02%
168,780
-2,504
768
$6.43M 0.02%
68,217
+619
769
$6.43M 0.02%
85,574
-10,190
770
$6.43M 0.02%
70,334
+730
771
$6.41M 0.02%
179,593
-14,083
772
$6.41M 0.02%
77,822
-1,029
773
$6.38M 0.02%
267,898
+4,765
774
$6.36M 0.02%
31,726
+927
775
$6.35M 0.02%
219,748
-29,941
29 30
31
32 33