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
1426
$2.21M 0.01%
50,836
-4,513
1427
$2.21M 0.01%
2,400
+195
1428
$2.21M 0.01%
44,153
+2,802
1429
$2.21M 0.01%
38,486
-11,439
1430
$2.2M 0.01%
21,776
+337
1431
$2.2M 0.01%
54,242
-2,871
1432
$2.2M 0.01%
125,788
+1,027
1433
$2.2M 0.01%
27,485
+1,038
1434
$2.19M 0.01%
54,394
+6,168
1435
$2.19M 0.01%
11,659
+6,543
1436
$2.19M 0.01%
95,708
+2,139
1437
$2.19M 0.01%
46,747
-1,686
1438
$2.19M 0.01%
48,126
+7,598
1439
$2.18M 0.01%
23,785
-4,882
1440
$2.18M 0.01%
85,372
+50,793
1441
$2.18M 0.01%
7,014
-767
1442
$2.18M 0.01%
358,517
+128,508
1443
$2.18M 0.01%
48,486
+1,236
1444
$2.18M 0.01%
46,334
-18,742
1445
$2.17M 0.01%
75,666
+11,145
1446
$2.17M 0.01%
50,921
+2,518
1447
$2.17M 0.01%
30,128
+948
1448
$2.17M 0.01%
33,735
-20,669
1449
$2.16M 0.01%
22,984
+12,506
1450
$2.16M 0.01%
88,439
+58,621
56 57
58
59 60