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
1176
$3.21M 0.01%
63,323
+4,595
1177
$3.2M 0.01%
8,984
+1,097
1178
$3.19M 0.01%
37,838
+1,556
1179
$3.18M 0.01%
72,041
+3,017
1180
$3.18M 0.01%
90,415
+16,104
1181
$3.17M 0.01%
21,266
+12,945
1182
$3.17M 0.01%
36,500
-6,458
1183
$3.17M 0.01%
101,866
-10,460
1184
$3.17M 0.01%
57,444
-3,416
1185
$3.17M 0.01%
167,468
+2,713
1186
$3.15M 0.01%
141,589
+40,783
1187
$3.15M 0.01%
69,571
-15,885
1188
$3.13M 0.01%
13,022
+921
1189
$3.13M 0.01%
348,985
-46,573
1190
$3.13M 0.01%
113,730
-5,690
1191
$3.13M 0.01%
62,120
+505
1192
$3.13M 0.01%
28,500
-984
1193
$3.12M 0.01%
92,652
+17,933
1194
$3.11M 0.01%
52,404
+41,880
1195
$3.11M 0.01%
30,233
-2,206
1196
$3.11M 0.01%
237,023
-48,829
1197
$3.11M 0.01%
66,200
+19,242
1198
$3.1M 0.01%
209,557
+24,967
1199
$3.1M 0.01%
39,643
+2,339
1200
$3.1M 0.01%
30,367
+143
46 47
48
49 50