Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.8M 0.18%
54,314
+2,244
127
$18.4M 0.18%
272,162
+64,596
128
$18.3M 0.17%
109,430
+6,596
129
$18M 0.17%
749,010
+203,775
130
$18M 0.17%
109,174
+19,057
131
$17.6M 0.17%
908,158
-1,395
132
$17.6M 0.17%
339,855
+16,810
133
$17.5M 0.17%
360,290
+5,779
134
$17.3M 0.16%
181,508
+17,757
135
$17.3M 0.16%
63,903
+19,344
136
$17.2M 0.16%
324,233
+4,011
137
$17.2M 0.16%
195,781
+5,792
138
$17.2M 0.16%
257,540
-1,141
139
$17.1M 0.16%
82,439
+5,403
140
$17M 0.16%
224,319
+88,001
141
$16.7M 0.16%
155,193
+5,889
142
$16.3M 0.16%
164,880
+84,202
143
$16.2M 0.16%
518,484
+33,006
144
$16M 0.15%
43,475
+7,198
145
$15.8M 0.15%
137,301
-6,810
146
$15.8M 0.15%
435,175
+359,313
147
$15.5M 0.15%
303,774
+205,623
148
$15.4M 0.15%
210,278
+5,028
149
$15.3M 0.15%
+299,035
150
$15.2M 0.14%
181,643
-2,369
4 5
6
7 8