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
826
$5.83M 0.02%
35,243
+6,828
827
$5.83M 0.02%
239,705
+11,685
828
$5.81M 0.02%
32,596
-7,391
829
$5.8M 0.02%
29,621
+6,611
830
$5.78M 0.02%
13,695
+2,789
831
$5.77M 0.02%
18,173
+4,684
832
$5.76M 0.02%
39,383
-5,187
833
$5.76M 0.02%
63,491
+982
834
$5.73M 0.02%
195,277
-2,174
835
$5.72M 0.02%
192,007
+12,941
836
$5.71M 0.02%
208,938
+12,388
837
$5.69M 0.02%
87,879
-26,350
838
$5.68M 0.02%
210,895
+9,655
839
$5.68M 0.02%
377,771
-4,662
840
$5.68M 0.02%
93,859
-127
841
$5.68M 0.02%
40,650
+3,182
842
$5.68M 0.02%
80,712
-14,411
843
$5.67M 0.02%
232,445
-6,692
844
$5.67M 0.02%
90,345
-9,266
845
$5.65M 0.02%
28,563
-4,910
846
$5.63M 0.02%
39,512
+1,423
847
$5.63M 0.02%
35,855
+1,558
848
$5.62M 0.02%
10,355
+5,392
849
$5.62M 0.02%
29,938
-452
850
$5.61M 0.02%
91,965
-6,030
32 33
34
35 36