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
976
$4.47M 0.01%
49,114
-583
977
$4.46M 0.01%
155,792
+32,639
978
$4.46M 0.01%
29,337
-132
979
$4.45M 0.01%
188,824
+14,677
980
$4.44M 0.01%
175,705
+38,816
981
$4.44M 0.01%
118,804
+3,508
982
$4.41M 0.01%
25,248
-13,211
983
$4.41M 0.01%
176,828
-3,304
984
$4.41M 0.01%
86,065
+4,039
985
$4.39M 0.01%
44,116
-20,310
986
$4.39M 0.01%
288,855
-120,547
987
$4.39M 0.01%
146,234
-9,116
988
$4.38M 0.01%
31,608
+3,949
989
$4.38M 0.01%
44,210
+577
990
$4.38M 0.01%
101,887
+11,038
991
$4.37M 0.01%
32,630
+9,455
992
$4.37M 0.01%
158,728
+9,947
993
$4.37M 0.01%
93,874
-11,287
994
$4.37M 0.01%
291,622
+55,452
995
$4.35M 0.01%
525,268
+26,419
996
$4.33M 0.01%
18,185
+4,275
997
$4.3M 0.01%
28,686
+5,210
998
$4.3M 0.01%
113,732
+12,415
999
$4.28M 0.01%
83,843
-863
1000
$4.28M 0.01%
133,553
-10,511
38 39
40
41 42