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
1276
$2.69M 0.01%
37,325
+16,296
1277
$2.69M 0.01%
50,261
+5,739
1278
$2.69M 0.01%
41,682
-10,291
1279
$2.68M 0.01%
15,988
+2,310
1280
$2.68M 0.01%
46,557
+1,440
1281
$2.68M 0.01%
235,056
+16,833
1282
$2.67M 0.01%
99,453
+3,109
1283
$2.67M 0.01%
81,875
+555
1284
$2.67M 0.01%
40,536
-618
1285
$2.67M 0.01%
91,130
-4,630
1286
$2.67M 0.01%
44,746
+6,316
1287
$2.66M 0.01%
29,133
-507
1288
$2.66M 0.01%
63,208
-14,364
1289
$2.66M 0.01%
20,742
-197
1290
$2.66M 0.01%
280,102
+2,075
1291
$2.66M 0.01%
277,771
+133,474
1292
$2.66M 0.01%
5,494
+21
1293
$2.66M 0.01%
165,789
+15,903
1294
$2.65M 0.01%
46,636
+34,554
1295
$2.65M 0.01%
107,219
-23,222
1296
$2.65M 0.01%
290,724
+2,164
1297
$2.64M 0.01%
28,231
+1,984
1298
$2.63M 0.01%
60,192
-3,662
1299
$2.63M 0.01%
104,428
+75
1300
$2.62M 0.01%
107,886
+66,010
50 51
52
53 54