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
101
$67.5M 0.19%
1,459,783
+54,693
102
$66.7M 0.18%
1,921,538
+285,476
103
$66.6M 0.18%
411,911
+1,361
104
$64.7M 0.18%
693,353
-10,385
105
$64M 0.18%
1,455,876
+67,417
106
$64M 0.18%
175,000
-1,650
107
$63.9M 0.18%
529,236
+46,609
108
$61.1M 0.17%
702,402
+66,478
109
$60.2M 0.17%
197,971
+6,161
110
$60M 0.16%
743,715
+115,849
111
$59.2M 0.16%
1,384,657
+43,777
112
$58.4M 0.16%
706,833
-104,990
113
$58M 0.16%
1,503,256
+10,274
114
$57.9M 0.16%
213,505
+44,873
115
$57.8M 0.16%
1,231,441
+13,984
116
$57.5M 0.16%
848,070
-74,236
117
$56.3M 0.15%
848,600
+46,463
118
$55.2M 0.15%
484,878
+8,575
119
$55.1M 0.15%
876,572
+82,519
120
$54.8M 0.15%
1,012,272
+47,252
121
$54.8M 0.15%
397,494
-14,461
122
$54.3M 0.15%
211,754
+34,591
123
$53.9M 0.15%
179,221
+10,750
124
$53.3M 0.15%
1,059,518
-246,348
125
$53.1M 0.15%
885,733
-166,562
3 4
5
6 7