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
1201
$3.09M 0.01%
36,561
-12,230
1202
$3.09M 0.01%
77,268
-119,795
1203
$3.07M 0.01%
37,682
+7,900
1204
$3.06M 0.01%
98,429
+6,722
1205
$3.06M 0.01%
124,171
+2,043
1206
$3.04M 0.01%
196,439
+25,576
1207
$3.04M 0.01%
25,045
+5,057
1208
$3.03M 0.01%
77,826
+205
1209
$3.02M 0.01%
68,439
+4,987
1210
$3.02M 0.01%
63,562
-1,039
1211
$3.02M 0.01%
46,587
+1,120
1212
$3.02M 0.01%
36,344
+558
1213
$3.02M 0.01%
247,185
+43,377
1214
$3.01M 0.01%
11,651
+5,088
1215
$3.01M 0.01%
59,689
+10,606
1216
$3M 0.01%
43,495
-152
1217
$3M 0.01%
10,433
+119
1218
$2.99M 0.01%
256,134
+16,178
1219
$2.99M 0.01%
26,829
+113
1220
$2.99M 0.01%
90,623
+12,931
1221
$2.99M 0.01%
32,612
+13,617
1222
$2.99M 0.01%
54,881
-12,979
1223
$2.98M 0.01%
15,571
+11
1224
$2.98M 0.01%
48,328
+3,246
1225
$2.96M 0.01%
56,013
-3,077
47 48
49
50 51