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
1351
$2.46M 0.01%
46,263
+3,398
1352
$2.46M 0.01%
61,299
-38,780
1353
$2.46M 0.01%
43,749
+1,019
1354
$2.46M 0.01%
13,814
+161
1355
$2.46M 0.01%
7,797
+1,561
1356
$2.45M 0.01%
421,303
-110,441
1357
$2.45M 0.01%
18,537
-2,434
1358
$2.45M 0.01%
12,143
+1,011
1359
$2.44M 0.01%
76,437
-13,171
1360
$2.44M 0.01%
29,213
+1,393
1361
$2.43M 0.01%
62,460
+8,230
1362
$2.42M 0.01%
13,603
-547
1363
$2.42M 0.01%
76,159
-17,458
1364
$2.42M 0.01%
18,846
+10,248
1365
$2.42M 0.01%
82,767
+69,983
1366
$2.41M 0.01%
52,114
+1,528
1367
$2.4M 0.01%
30,580
+5,948
1368
$2.4M 0.01%
156,335
+42,155
1369
$2.4M 0.01%
11,889
-1,430
1370
$2.39M 0.01%
54,797
+2,890
1371
$2.39M 0.01%
17,763
-193
1372
$2.39M 0.01%
3,238
+24
1373
$2.39M 0.01%
10,514
+821
1374
$2.39M 0.01%
45,670
-6,422
1375
$2.38M 0.01%
53,589
-5,870
53 54
55
56 57