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
1401
$2.29M 0.01%
75,033
-14,107
1402
$2.29M 0.01%
48,422
+9,734
1403
$2.27M 0.01%
140,664
+42,447
1404
$2.27M 0.01%
33,912
+11,391
1405
$2.27M 0.01%
24,603
-38,812
1406
$2.27M 0.01%
55,958
+933
1407
$2.26M 0.01%
4,021
+116
1408
$2.26M 0.01%
3,980
+731
1409
$2.26M 0.01%
47,987
+12,366
1410
$2.25M 0.01%
186,174
-10,659
1411
$2.25M 0.01%
36,557
-5,124
1412
$2.25M 0.01%
177,862
-6,846
1413
$2.25M 0.01%
182,828
+76,208
1414
$2.25M 0.01%
32,953
+6,544
1415
$2.25M 0.01%
138,317
+22,464
1416
$2.24M 0.01%
29,172
+873
1417
$2.24M 0.01%
41,399
+468
1418
$2.23M 0.01%
22,701
+876
1419
$2.23M 0.01%
83,248
+595
1420
$2.23M 0.01%
17,420
+2,876
1421
$2.23M 0.01%
67,329
+1,489
1422
$2.22M 0.01%
122,209
+14,928
1423
$2.22M 0.01%
87,122
-437
1424
$2.22M 0.01%
96,665
-4,097
1425
$2.22M 0.01%
61,444
-26,494
55 56
57
58 59