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
1301
$2.62M 0.01%
52,682
-37
1302
$2.61M 0.01%
320,793
-3,287
1303
$2.61M 0.01%
5,470
+911
1304
$2.6M 0.01%
14,726
+11,524
1305
$2.6M 0.01%
15,603
+13
1306
$2.6M 0.01%
43,025
+508
1307
$2.6M 0.01%
28,567
+1
1308
$2.6M 0.01%
9,252
-75
1309
$2.6M 0.01%
77,773
+7,778
1310
$2.59M 0.01%
59,002
+1,778
1311
$2.59M 0.01%
112,203
+6,570
1312
$2.58M 0.01%
48,787
+10,844
1313
$2.58M 0.01%
43,037
+20,953
1314
$2.57M 0.01%
55,346
+33,981
1315
$2.57M 0.01%
14,882
+2,181
1316
$2.57M 0.01%
66,987
+404
1317
$2.57M 0.01%
58,109
+28,496
1318
$2.57M 0.01%
10,375
+941
1319
$2.56M 0.01%
9,998
-1,604
1320
$2.56M 0.01%
+72,072
1321
$2.56M 0.01%
109,657
+8,860
1322
$2.56M 0.01%
20,633
+220
1323
$2.55M 0.01%
9,283
+6,709
1324
$2.55M 0.01%
79,471
+57,393
1325
$2.55M 0.01%
19,230
+16,410
51 52
53
54 55