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
1001
$4.28M 0.01%
47,142
+10,536
1002
$4.27M 0.01%
116,746
+7,462
1003
$4.26M 0.01%
29,797
-3,977
1004
$4.25M 0.01%
12,166
-794
1005
$4.23M 0.01%
50,873
+1,001
1006
$4.23M 0.01%
84,703
+11,798
1007
$4.23M 0.01%
107,571
+6,152
1008
$4.23M 0.01%
23,922
+287
1009
$4.23M 0.01%
67,110
+2,635
1010
$4.22M 0.01%
52,026
+2,606
1011
$4.21M 0.01%
3,410
-140
1012
$4.2M 0.01%
100,757
-18,716
1013
$4.18M 0.01%
+83,068
1014
$4.18M 0.01%
25,845
-4,197
1015
$4.18M 0.01%
155,459
+60,148
1016
$4.17M 0.01%
178,632
-15,455
1017
$4.17M 0.01%
105,153
-1,632
1018
$4.17M 0.01%
19,215
+11,841
1019
$4.17M 0.01%
112,298
+1,934
1020
$4.15M 0.01%
34,205
+744
1021
$4.14M 0.01%
89,385
-8,508
1022
$4.13M 0.01%
24,698
-1,374
1023
$4.12M 0.01%
60,064
-2,074
1024
$4.12M 0.01%
43,190
+5,260
1025
$4.1M 0.01%
97,140
+13,739
39 40
41
42 43