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
1076
$3.74M 0.01%
456,630
-14,483
1077
$3.74M 0.01%
28,050
+7,887
1078
$3.74M 0.01%
65,803
+17,989
1079
$3.74M 0.01%
73,722
+10,073
1080
$3.73M 0.01%
56,876
+6,886
1081
$3.73M 0.01%
302,594
+50,456
1082
$3.73M 0.01%
85,398
-8,058
1083
$3.73M 0.01%
+71,760
1084
$3.72M 0.01%
137,184
-49,565
1085
$3.71M 0.01%
96,355
+29,918
1086
$3.71M 0.01%
13,645
+5,629
1087
$3.69M 0.01%
72,547
+7,653
1088
$3.69M 0.01%
153,634
+10,416
1089
$3.68M 0.01%
49,694
+13,686
1090
$3.66M 0.01%
58,975
+2,328
1091
$3.66M 0.01%
141,347
+199
1092
$3.65M 0.01%
40,535
+2,313
1093
$3.63M 0.01%
27,655
-1,040
1094
$3.63M 0.01%
54,412
+383
1095
$3.61M 0.01%
62,942
+57,555
1096
$3.6M 0.01%
110,572
-14,821
1097
$3.6M 0.01%
78,608
+3,372
1098
$3.6M 0.01%
106,228
+8,617
1099
$3.59M 0.01%
252,149
+13,828
1100
$3.59M 0.01%
296,735
+11,278
42 43
44
45 46