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
951
$4.71M 0.01%
189,995
-1,416
952
$4.71M 0.01%
143,667
+26,006
953
$4.7M 0.01%
52,521
+5,164
954
$4.7M 0.01%
174,526
+12,492
955
$4.69M 0.01%
181,061
+50,930
956
$4.69M 0.01%
23,711
+888
957
$4.67M 0.01%
201,205
-31,076
958
$4.67M 0.01%
45,481
+1,149
959
$4.66M 0.01%
68,542
+1,839
960
$4.65M 0.01%
474,821
+67,265
961
$4.62M 0.01%
10,832
+1,495
962
$4.61M 0.01%
14,436
-571
963
$4.61M 0.01%
77,132
-18,291
964
$4.6M 0.01%
167,886
+11,446
965
$4.6M 0.01%
104,735
-3,019
966
$4.6M 0.01%
64,661
+3,526
967
$4.58M 0.01%
+152,594
968
$4.55M 0.01%
44,056
+4,366
969
$4.54M 0.01%
60,429
+30,788
970
$4.54M 0.01%
50,750
+2,789
971
$4.53M 0.01%
44,737
+37,518
972
$4.52M 0.01%
83,433
+32,659
973
$4.51M 0.01%
30,569
+1,857
974
$4.51M 0.01%
201,769
+20,981
975
$4.48M 0.01%
180,767
+29,923
37 38
39
40 41