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
76
$81.4M 0.22%
524,219
+33,784
77
$81M 0.22%
1,103,008
+98,832
78
$78.2M 0.21%
1,452,462
+205,821
79
$77.8M 0.21%
2,628,030
+122,982
80
$76.3M 0.21%
1,289,273
+164,545
81
$74.6M 0.2%
713,704
+53,230
82
$74.1M 0.2%
130,200
+3,171
83
$73.8M 0.2%
262,312
+19,789
84
$72.8M 0.2%
1,000,779
+83,686
85
$72.6M 0.2%
1,100,633
+75,134
86
$71.6M 0.2%
2,716,644
+27,063
87
$71.4M 0.2%
2,528,536
+76,504
88
$71.3M 0.2%
255,122
+6,148
89
$71.1M 0.2%
1,088,814
+481
90
$71M 0.2%
293,379
+24,747
91
$70.9M 0.19%
1,533,287
-290,366
92
$70.1M 0.19%
1,030,310
+29,529
93
$70M 0.19%
706,544
-30,579
94
$69.6M 0.19%
1,845,645
+80,062
95
$69.1M 0.19%
141,005
-2,874
96
$68.8M 0.19%
818,395
+297,335
97
$68.7M 0.19%
880,245
+6,295
98
$68.5M 0.19%
209,932
+18,483
99
$68.3M 0.19%
763,812
+37,480
100
$68M 0.19%
1,456,587
-92,730
2 3
4
5 6