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
1026
$4.09M 0.01%
94,695
-25,337
1027
$4.09M 0.01%
671,570
+14,640
1028
$4.09M 0.01%
325,304
+46,626
1029
$4.08M 0.01%
109,937
+261
1030
$4.07M 0.01%
162,446
+68,280
1031
$4.06M 0.01%
18,506
-133
1032
$4.05M 0.01%
80,667
-1,822
1033
$4.05M 0.01%
50,415
+6,525
1034
$4.05M 0.01%
68,899
+9,444
1035
$4.04M 0.01%
250,675
+11,917
1036
$4.04M 0.01%
101,151
+4,415
1037
$4.03M 0.01%
172,514
-2,043
1038
$4.03M 0.01%
201,914
-866
1039
$4.03M 0.01%
121,878
+5,725
1040
$4.03M 0.01%
78,144
+53,495
1041
$4.03M 0.01%
152,741
+6,826
1042
$4M 0.01%
121,510
-2,650
1043
$4M 0.01%
81,753
-17,448
1044
$3.99M 0.01%
83,959
+11,198
1045
$3.97M 0.01%
98,403
+4,021
1046
$3.96M 0.01%
28,422
-13,602
1047
$3.95M 0.01%
44,937
-12,707
1048
$3.94M 0.01%
131,511
-17,002
1049
$3.94M 0.01%
79,222
-970
1050
$3.92M 0.01%
126,014
+7,229
40 41
42
43 44