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
1376
$2.38M 0.01%
15,980
+4,336
1377
$2.38M 0.01%
18,533
-2,795
1378
$2.38M 0.01%
81,646
+464
1379
$2.38M 0.01%
34,464
+30,687
1380
$2.38M 0.01%
131,716
-3,877
1381
$2.36M 0.01%
61,744
+1,915
1382
$2.36M 0.01%
104,618
-394
1383
$2.35M 0.01%
31,410
+4,322
1384
$2.35M 0.01%
9,064
+286
1385
$2.35M 0.01%
44,747
+24,453
1386
$2.33M 0.01%
61,298
+16,613
1387
$2.33M 0.01%
54,134
-312
1388
$2.32M 0.01%
51,670
+16,383
1389
$2.32M 0.01%
34,830
-733
1390
$2.32M 0.01%
88,991
+999
1391
$2.32M 0.01%
76,003
+5,151
1392
$2.31M 0.01%
32,182
+5,128
1393
$2.31M 0.01%
57,054
+5,170
1394
$2.31M 0.01%
83,060
+6,375
1395
$2.31M 0.01%
12,505
+5,712
1396
$2.31M 0.01%
35,911
+2,720
1397
$2.29M 0.01%
82,464
+7,856
1398
$2.29M 0.01%
54,656
+479
1399
$2.29M 0.01%
53,228
-2,397
1400
$2.29M 0.01%
+65,764
54 55
56
57 58