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
1251
$2.8M 0.01%
56,366
+4,165
1252
$2.79M 0.01%
81,566
-15,779
1253
$2.79M 0.01%
+111,793
1254
$2.79M 0.01%
62,066
+31,468
1255
$2.78M 0.01%
66,354
+27,995
1256
$2.78M 0.01%
387,083
+72,567
1257
$2.77M 0.01%
35,791
-830
1258
$2.77M 0.01%
115,428
-4,860
1259
$2.77M 0.01%
34,278
+8,497
1260
$2.77M 0.01%
96,204
+3,422
1261
$2.76M 0.01%
108,280
+26,764
1262
$2.76M 0.01%
52,894
+4,953
1263
$2.74M 0.01%
5,229
+184
1264
$2.73M 0.01%
207,936
-10,483
1265
$2.73M 0.01%
56,575
+12,135
1266
$2.72M 0.01%
+28,731
1267
$2.72M 0.01%
536,952
+51,776
1268
$2.72M 0.01%
48,512
+2,667
1269
$2.72M 0.01%
67,224
-6,676
1270
$2.72M 0.01%
131,973
+14,700
1271
$2.72M 0.01%
39,858
+5,795
1272
$2.71M 0.01%
75,998
+10,674
1273
$2.7M 0.01%
9,389
+805
1274
$2.7M 0.01%
8,769
+90
1275
$2.69M 0.01%
14,145
+1,468
49 50
51
52 53