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
1451
$2.16M 0.01%
144,374
+53,921
1452
$2.15M 0.01%
64,113
-1,738
1453
$2.15M 0.01%
77,642
+1,626
1454
$2.15M 0.01%
30,560
+19,094
1455
$2.15M 0.01%
41,843
+432
1456
$2.15M 0.01%
93,691
+23,111
1457
$2.15M 0.01%
430,043
-24,172
1458
$2.15M 0.01%
34,340
+6,867
1459
$2.14M 0.01%
42,156
-607
1460
$2.14M 0.01%
12,401
-8,813
1461
$2.14M 0.01%
48,639
-19,435
1462
$2.14M 0.01%
25,627
+1,842
1463
$2.13M 0.01%
64,112
-23,038
1464
$2.13M 0.01%
110,399
+936
1465
$2.13M 0.01%
43,262
-1,371
1466
$2.12M 0.01%
105,451
+15,985
1467
$2.11M 0.01%
388,647
-8,547
1468
$2.11M 0.01%
33,787
+2,700
1469
$2.11M 0.01%
11,826
-1,002
1470
$2.1M 0.01%
26,976
-1,848
1471
$2.09M 0.01%
129,789
+8,259
1472
$2.09M 0.01%
97,761
-3,220
1473
$2.09M 0.01%
83,175
-5,546
1474
$2.09M 0.01%
19,239
+123
1475
$2.08M 0.01%
14,642
-13,088
57 58
59
60 61