Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$946K 0.01%
21,004
+2,044
1052
$944K 0.01%
27,694
1053
$943K 0.01%
+15,738
1054
$942K 0.01%
16,068
-3,723
1055
$942K 0.01%
16,219
-4,081
1056
$941K 0.01%
55,776
-4,976
1057
$941K 0.01%
29,587
+1,496
1058
$940K 0.01%
10,464
+799
1059
$940K 0.01%
10,560
+1,101
1060
$939K 0.01%
28,562
+1,916
1061
$937K 0.01%
24,883
+427
1062
$936K 0.01%
98,400
+9,441
1063
$935K 0.01%
28,723
-1,479
1064
$934K 0.01%
33,803
+15,726
1065
$929K 0.01%
34,360
+4,237
1066
$929K 0.01%
26,283
+3,024
1067
$928K 0.01%
34,068
+2,456
1068
$925K 0.01%
12,823
+1,044
1069
$925K 0.01%
13,250
-537
1070
$924K 0.01%
6,256
+853
1071
$924K 0.01%
1,191
+17
1072
$923K 0.01%
50,800
-6,205
1073
$922K 0.01%
+12,474
1074
$921K 0.01%
8,380
+3,933
1075
$919K 0.01%
96,805
-181,401
41 42
43
44 45