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
1101
$3.59M 0.01%
24,339
+6,116
1102
$3.58M 0.01%
95,571
-136,366
1103
$3.58M 0.01%
47,035
+141
1104
$3.58M 0.01%
106,644
-436
1105
$3.58M 0.01%
52,860
+544
1106
$3.57M 0.01%
88,111
-4,008
1107
$3.57M 0.01%
120,523
+40,774
1108
$3.55M 0.01%
28,385
-2,865
1109
$3.55M 0.01%
113,883
-5,912
1110
$3.55M 0.01%
61,880
-13,710
1111
$3.53M 0.01%
90,151
+34,790
1112
$3.53M 0.01%
163,263
+61,070
1113
$3.53M 0.01%
67,970
+6,677
1114
$3.53M 0.01%
98,416
+38,916
1115
$3.52M 0.01%
29,334
-5,973
1116
$3.52M 0.01%
98,233
+1,693
1117
$3.5M 0.01%
99,469
-41,145
1118
$3.49M 0.01%
+137,986
1119
$3.49M 0.01%
434
+124
1120
$3.49M 0.01%
130,839
-90,269
1121
$3.48M 0.01%
86,591
+4,422
1122
$3.48M 0.01%
53,342
+9,335
1123
$3.45M 0.01%
83,924
-7,201
1124
$3.45M 0.01%
28,891
-1,562
1125
$3.45M 0.01%
83,055
+12,064
43 44
45
46 47