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
876
$5.26M 0.01%
74,150
-16,268
877
$5.25M 0.01%
214,330
+18,225
878
$5.25M 0.01%
100,315
+24,104
879
$5.23M 0.01%
117,031
+3,958
880
$5.22M 0.01%
62,516
-2,378
881
$5.21M 0.01%
106,246
+5,416
882
$5.21M 0.01%
102,812
+12,915
883
$5.2M 0.01%
146,792
+17,191
884
$5.2M 0.01%
142,946
+5,988
885
$5.19M 0.01%
41,202
+16,025
886
$5.17M 0.01%
55,496
-5,629
887
$5.17M 0.01%
30,662
-1,073
888
$5.16M 0.01%
24,237
+7,822
889
$5.14M 0.01%
47,253
+1,006
890
$5.14M 0.01%
27,386
-1,149
891
$5.14M 0.01%
37,075
+2,753
892
$5.13M 0.01%
170,355
+60,158
893
$5.13M 0.01%
203,210
+112,014
894
$5.12M 0.01%
21,118
+1,386
895
$5.12M 0.01%
76,010
+26,972
896
$5.12M 0.01%
114,758
-116
897
$5.11M 0.01%
240,225
+599
898
$5.1M 0.01%
17,224
-1,060
899
$5.1M 0.01%
70,579
-17,119
900
$5.1M 0.01%
42,348
-1,248
34 35
36
37 38