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
1226
$2.95M 0.01%
157,431
-50,320
1227
$2.94M 0.01%
99,799
+3,727
1228
$2.93M 0.01%
76,379
+6,467
1229
$2.93M 0.01%
38,763
+17,023
1230
$2.92M 0.01%
71,171
+5,330
1231
$2.92M 0.01%
150,124
+114
1232
$2.92M 0.01%
45,226
-20,361
1233
$2.91M 0.01%
35,529
-2,507
1234
$2.91M 0.01%
117,818
-9,090
1235
$2.91M 0.01%
60,416
+1,427
1236
$2.91M 0.01%
91,739
+19,560
1237
$2.9M 0.01%
118,017
+2,793
1238
$2.89M 0.01%
149,971
-3,593
1239
$2.89M 0.01%
253,448
-1,525
1240
$2.86M 0.01%
56,667
+8,356
1241
$2.86M 0.01%
10,435
+699
1242
$2.84M 0.01%
245,116
+96,553
1243
$2.84M 0.01%
13,637
+337
1244
$2.84M 0.01%
30,258
+13,985
1245
$2.84M 0.01%
114,899
+10,996
1246
$2.83M 0.01%
1,084,955
+22,555
1247
$2.83M 0.01%
55,715
+1,080
1248
$2.81M 0.01%
57,085
+2,985
1249
$2.81M 0.01%
80,734
-7,696
1250
$2.81M 0.01%
89,486
+48,491
48 49
50
51 52