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
801
$6.07M 0.02%
117,604
+3,980
802
$6.07M 0.02%
147,646
+11,383
803
$6.07M 0.02%
168,617
-1,047
804
$6.07M 0.02%
306,178
+16,505
805
$6.07M 0.02%
19,585
+4,724
806
$6.06M 0.02%
114,694
+13,767
807
$6.05M 0.02%
77,051
+2,269
808
$6.03M 0.02%
257,081
-84,150
809
$6M 0.02%
27,199
+266
810
$5.99M 0.02%
61,671
-56,690
811
$5.98M 0.02%
106,899
+10,268
812
$5.97M 0.02%
123,266
+11,120
813
$5.97M 0.02%
237,598
+5,519
814
$5.97M 0.02%
71,176
-3,715
815
$5.96M 0.02%
252,912
+24,339
816
$5.96M 0.02%
188,543
+18,765
817
$5.94M 0.02%
934,988
-4,433
818
$5.93M 0.02%
232,433
-10,486
819
$5.92M 0.02%
158,708
+2,096
820
$5.89M 0.02%
23,981
+208
821
$5.87M 0.02%
85,798
-96,629
822
$5.87M 0.02%
11,889
+4,794
823
$5.86M 0.02%
178,464
+46,670
824
$5.86M 0.02%
66,197
+2,469
825
$5.85M 0.02%
240,414
+17,081
31 32
33
34 35