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
851
$5.6M 0.02%
214,953
+24,142
852
$5.58M 0.02%
16,103
-597
853
$5.56M 0.02%
39,929
-3,445
854
$5.54M 0.02%
45,886
+4,661
855
$5.53M 0.02%
14,117
-3,212
856
$5.5M 0.02%
238,030
-1,501
857
$5.49M 0.02%
+108,611
858
$5.48M 0.02%
278,198
-9,246
859
$5.46M 0.02%
41,000
+4,661
860
$5.46M 0.02%
126,386
+13,804
861
$5.46M 0.02%
95,537
+3,339
862
$5.46M 0.02%
81,377
+14,321
863
$5.45M 0.02%
8,646
+127
864
$5.44M 0.01%
218,279
+52,271
865
$5.43M 0.01%
206,193
+11,800
866
$5.43M 0.01%
82,233
-1,462
867
$5.42M 0.01%
108,128
-140
868
$5.42M 0.01%
174,785
-5,418
869
$5.39M 0.01%
23,475
-774
870
$5.36M 0.01%
79,983
+28,972
871
$5.34M 0.01%
81,018
-1,936
872
$5.33M 0.01%
490,974
+18,207
873
$5.31M 0.01%
415,683
+80,708
874
$5.29M 0.01%
402,554
+2,647
875
$5.28M 0.01%
57,702
-419
33 34
35
36 37