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
1126
$3.43M 0.01%
193,234
+29,612
1127
$3.43M 0.01%
34,045
+2,590
1128
$3.43M 0.01%
82,121
+32,565
1129
$3.43M 0.01%
79,711
+68,148
1130
$3.43M 0.01%
99,160
+4,725
1131
$3.43M 0.01%
37,073
-2,125
1132
$3.42M 0.01%
43,082
+26,331
1133
$3.4M 0.01%
33,952
-3,251
1134
$3.4M 0.01%
1,776
+122
1135
$3.38M 0.01%
19,218
+929
1136
$3.38M 0.01%
270,927
-9,344
1137
$3.38M 0.01%
23,334
+4,056
1138
$3.37M 0.01%
15,477
-14
1139
$3.36M 0.01%
76,105
-3,817
1140
$3.35M 0.01%
58,455
-25,118
1141
$3.35M 0.01%
115,586
+78,864
1142
$3.34M 0.01%
17,476
+15,866
1143
$3.33M 0.01%
133,957
+21,173
1144
$3.33M 0.01%
14,934
+473
1145
$3.33M 0.01%
90,723
+73,620
1146
$3.33M 0.01%
106,797
+10,235
1147
$3.32M 0.01%
257,831
-3,080
1148
$3.32M 0.01%
138,659
+28,927
1149
$3.32M 0.01%
25,107
+736
1150
$3.32M 0.01%
121,796
+8,206
44 45
46
47 48