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
1326
$2.55M 0.01%
44,294
+7,172
1327
$2.55M 0.01%
175,926
+11,494
1328
$2.55M 0.01%
14,264
-1,013
1329
$2.54M 0.01%
26,378
+1,737
1330
$2.54M 0.01%
158,275
-37,796
1331
$2.54M 0.01%
52,432
+2,698
1332
$2.54M 0.01%
30,255
-616
1333
$2.53M 0.01%
33,848
-17,738
1334
$2.53M 0.01%
138,173
+11,453
1335
$2.52M 0.01%
47,807
-4,169
1336
$2.51M 0.01%
70,317
-1,225
1337
$2.51M 0.01%
31,637
+1,505
1338
$2.51M 0.01%
83,349
+1,369
1339
$2.5M 0.01%
118,893
+6,599
1340
$2.5M 0.01%
62,400
-377
1341
$2.5M 0.01%
67,090
+3,322
1342
$2.49M 0.01%
48,458
+1,893
1343
$2.49M 0.01%
26,334
-2,517
1344
$2.49M 0.01%
41,670
+7,611
1345
$2.48M 0.01%
136,196
+11,822
1346
$2.48M 0.01%
10,891
-715
1347
$2.48M 0.01%
47,656
+5,569
1348
$2.47M 0.01%
32,255
+4,826
1349
$2.46M 0.01%
39,315
-1,645
1350
$2.46M 0.01%
12,916
+2,401
52 53
54
55 56