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
926
$4.95M 0.01%
73,949
+3,852
927
$4.94M 0.01%
250,789
+77,831
928
$4.93M 0.01%
97,840
+8,424
929
$4.92M 0.01%
110,685
+3,424
930
$4.91M 0.01%
48,965
-3,761
931
$4.91M 0.01%
44,735
-2,271
932
$4.91M 0.01%
176,687
+96,126
933
$4.9M 0.01%
23,678
+1,132
934
$4.89M 0.01%
142,310
-49
935
$4.88M 0.01%
26,093
+1,899
936
$4.87M 0.01%
121,296
-20,912
937
$4.87M 0.01%
85,634
+2,031
938
$4.85M 0.01%
98,428
-5,371
939
$4.84M 0.01%
209,953
+42,134
940
$4.83M 0.01%
127,038
+4,570
941
$4.83M 0.01%
55,785
-977
942
$4.83M 0.01%
21,715
+1,443
943
$4.81M 0.01%
120,105
-5,561
944
$4.77M 0.01%
16,510
+1,148
945
$4.76M 0.01%
126,274
-15,051
946
$4.75M 0.01%
147,728
-13,069
947
$4.74M 0.01%
14,407
-120
948
$4.73M 0.01%
98,097
+7,311
949
$4.72M 0.01%
65,042
-1,248
950
$4.71M 0.01%
241,307
+39,550
36 37
38
39 40