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
1151
$3.31M 0.01%
45,872
+279
1152
$3.31M 0.01%
5,185
+185
1153
$3.31M 0.01%
54,125
+133
1154
$3.3M 0.01%
46,132
+12,802
1155
$3.3M 0.01%
125,789
-45,672
1156
$3.3M 0.01%
175,606
+36,796
1157
$3.3M 0.01%
64,341
+28,070
1158
$3.3M 0.01%
6,030
+1,001
1159
$3.3M 0.01%
67,157
+9,216
1160
$3.29M 0.01%
41,177
-6,684
1161
$3.28M 0.01%
114,467
+20,719
1162
$3.27M 0.01%
29,793
+269
1163
$3.27M 0.01%
16,709
+677
1164
$3.26M 0.01%
75,649
-6,004
1165
$3.26M 0.01%
81,550
+2,935
1166
$3.26M 0.01%
20,046
+1,386
1167
$3.25M 0.01%
61,531
+7,020
1168
$3.25M 0.01%
51,368
+9,365
1169
$3.25M 0.01%
70,969
+919
1170
$3.25M 0.01%
38,431
+1,130
1171
$3.24M 0.01%
63,527
+5,136
1172
$3.23M 0.01%
64,379
-7,483
1173
$3.23M 0.01%
34,657
-8,775
1174
$3.22M 0.01%
61,085
-535
1175
$3.22M 0.01%
6,448
-6
45 46
47
48 49