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
126
$52.8M 0.15%
954,320
-2,265
127
$51.8M 0.14%
757,024
+10,497
128
$51.5M 0.14%
1,018,061
-107,765
129
$51.5M 0.14%
1,152,650
-16,610
130
$49M 0.13%
879,856
+147,400
131
$48.6M 0.13%
471,414
-15,921
132
$48.4M 0.13%
289,183
+9,257
133
$48.3M 0.13%
632,629
+69,278
134
$47.8M 0.13%
735,981
+116,665
135
$47.5M 0.13%
63
-1
136
$47.4M 0.13%
213,515
+8,209
137
$47.2M 0.13%
1,104,104
+334,258
138
$46.5M 0.13%
901,274
-10,560
139
$46.3M 0.13%
139,239
-21,571
140
$46.3M 0.13%
1,760,671
+63,848
141
$46.3M 0.13%
700,916
-114,902
142
$46.3M 0.13%
479,460
+2,158
143
$46.3M 0.13%
608,927
+79,349
144
$46.2M 0.13%
1,065,247
+46,993
145
$46.2M 0.13%
1,812,687
-88,815
146
$46M 0.13%
177,367
+4,050
147
$45.9M 0.13%
476,288
+1,765
148
$45.9M 0.13%
327,010
+1,159
149
$45.7M 0.13%
834,488
+80,369
150
$45.6M 0.13%
890,220
+76,153
4 5
6
7 8