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
1101
$868K 0.01%
41,159
-2,064
1102
$868K 0.01%
48,975
+6,882
1103
$867K 0.01%
42,085
+33,220
1104
$867K 0.01%
+19,010
1105
$865K 0.01%
11,175
+8,908
1106
$864K 0.01%
71,744
+7,398
1107
$862K 0.01%
17,335
+11,555
1108
$861K 0.01%
+23,388
1109
$860K 0.01%
+58,921
1110
$859K 0.01%
10,242
+2,502
1111
$859K 0.01%
17,605
-614
1112
$857K 0.01%
19,879
+155
1113
$855K 0.01%
+43,420
1114
$853K 0.01%
38,220
1115
$853K 0.01%
+12,311
1116
$852K 0.01%
10,769
+292
1117
$851K 0.01%
7,632
+2,467
1118
$850K 0.01%
12,053
+1,850
1119
$850K 0.01%
5,528
+49
1120
$850K 0.01%
17,777
-10
1121
$849K 0.01%
17,704
-3,181
1122
$849K 0.01%
75,125
+351
1123
$848K 0.01%
18,646
+1,329
1124
$848K 0.01%
6,963
-173
1125
$847K 0.01%
21,782
-8,299
43 44
45
46 47