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
1476
$472K ﹤0.01%
17,317
-57
1477
$472K ﹤0.01%
12,623
+2,981
1478
$471K ﹤0.01%
3,486
+1,952
1479
$471K ﹤0.01%
10,161
+246
1480
$471K ﹤0.01%
14,057
+2,415
1481
$470K ﹤0.01%
29,182
+113
1482
$468K ﹤0.01%
+8,350
1483
$467K ﹤0.01%
11,948
-2,509
1484
$466K ﹤0.01%
15,684
-18,494
1485
$466K ﹤0.01%
35,205
+373
1486
$464K ﹤0.01%
63,425
+2,053
1487
$461K ﹤0.01%
10,900
+268
1488
$460K ﹤0.01%
4,919
+244
1489
$460K ﹤0.01%
8,474
-1,126
1490
$459K ﹤0.01%
8,389
+520
1491
$458K ﹤0.01%
12,968
+2,387
1492
$458K ﹤0.01%
6,472
-1,560
1493
$457K ﹤0.01%
4,129
-7,574
1494
$457K ﹤0.01%
8,411
-507
1495
$457K ﹤0.01%
6,378
-502
1496
$457K ﹤0.01%
29,816
-1,665
1497
$457K ﹤0.01%
22,398
-48,694
1498
$454K ﹤0.01%
9,977
+2,159
1499
$454K ﹤0.01%
5,161
+44
1500
$453K ﹤0.01%
2,711
+79
58 59
60
61 62