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
1051
$3.92M 0.01%
112,393
-263
1052
$3.91M 0.01%
6,017
+334
1053
$3.9M 0.01%
57,999
+53,613
1054
$3.9M 0.01%
91,818
+27,297
1055
$3.89M 0.01%
35,824
+819
1056
$3.87M 0.01%
83,508
-10,952
1057
$3.87M 0.01%
97,605
+5,909
1058
$3.84M 0.01%
36,555
+10,843
1059
$3.84M 0.01%
53,272
+5,244
1060
$3.84M 0.01%
21,136
-234
1061
$3.82M 0.01%
55,830
+6,631
1062
$3.81M 0.01%
18,621
+1,064
1063
$3.81M 0.01%
49,900
-1,049
1064
$3.81M 0.01%
38,053
-2,210
1065
$3.81M 0.01%
90,506
-4,000
1066
$3.81M 0.01%
68,312
+6,399
1067
$3.81M 0.01%
190,443
+92,816
1068
$3.81M 0.01%
133,465
-3,405
1069
$3.79M 0.01%
85,175
-3,446
1070
$3.79M 0.01%
80,312
-14,044
1071
$3.79M 0.01%
81,218
+31,311
1072
$3.79M 0.01%
161,348
+29,074
1073
$3.79M 0.01%
71,160
-6,629
1074
$3.78M 0.01%
133,123
+43,779
1075
$3.75M 0.01%
103,952
+2,870
41 42
43
44 45