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
901
$5.09M 0.01%
36,882
+5,132
902
$5.08M 0.01%
16,399
-71
903
$5.08M 0.01%
86,729
+17,361
904
$5.08M 0.01%
176,439
+16,133
905
$5.08M 0.01%
48,650
+2,669
906
$5.08M 0.01%
138,894
-1,330
907
$5.06M 0.01%
6,127
-3,517
908
$5.05M 0.01%
29,355
+100
909
$5.05M 0.01%
35,701
+1,551
910
$5.05M 0.01%
102,988
-38,087
911
$5.04M 0.01%
10,267
+3,591
912
$5.03M 0.01%
114,508
-451
913
$5.03M 0.01%
29,451
+818
914
$5.02M 0.01%
100,794
+1,860
915
$5.01M 0.01%
119,189
-6,867
916
$5.01M 0.01%
196,220
+15,956
917
$5M 0.01%
198,501
-14,014
918
$4.99M 0.01%
91,198
+22,337
919
$4.99M 0.01%
16,936
+595
920
$4.98M 0.01%
128,073
+12,930
921
$4.97M 0.01%
102,001
+17,578
922
$4.97M 0.01%
59,132
+3,051
923
$4.96M 0.01%
35,095
+1,603
924
$4.96M 0.01%
89,857
+2,971
925
$4.96M 0.01%
5,203
+142
35 36
37
38 39