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
776
$6.33M 0.02%
219,272
+155,286
777
$6.33M 0.02%
184,434
-6,361
778
$6.32M 0.02%
137,902
-1,694
779
$6.31M 0.02%
289,664
-6,638
780
$6.28M 0.02%
131,101
+54,932
781
$6.27M 0.02%
88,144
+24,862
782
$6.26M 0.02%
127,664
+18,329
783
$6.25M 0.02%
236,438
-29,519
784
$6.24M 0.02%
70,069
+34,137
785
$6.24M 0.02%
55,760
-1,436
786
$6.23M 0.02%
32,822
+920
787
$6.23M 0.02%
71,097
+10,820
788
$6.21M 0.02%
42,584
+282
789
$6.2M 0.02%
105,618
-24,457
790
$6.19M 0.02%
270,136
-14,066
791
$6.19M 0.02%
123,485
-81,934
792
$6.18M 0.02%
91,736
-6,255
793
$6.17M 0.02%
19,266
+1,488
794
$6.15M 0.02%
199,398
-172,742
795
$6.14M 0.02%
386,084
-4,507
796
$6.13M 0.02%
199,239
+78,947
797
$6.13M 0.02%
54,844
+1,569
798
$6.11M 0.02%
187,527
+21,173
799
$6.1M 0.02%
353,202
+5,923
800
$6.09M 0.02%
26,471
-1,305
30 31
32
33 34