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
1476
$2.08M 0.01%
51,821
-1,463
1477
$2.08M 0.01%
69,692
+1,716
1478
$2.08M 0.01%
35,077
+129
1479
$2.08M 0.01%
61,298
+20,709
1480
$2.08M 0.01%
64,246
+13,235
1481
$2.07M 0.01%
146,907
-4,747
1482
$2.07M 0.01%
15,385
+1,598
1483
$2.06M 0.01%
39,514
+985
1484
$2.06M 0.01%
26,530
-1,935
1485
$2.06M 0.01%
38,623
+18,226
1486
$2.06M 0.01%
53,101
-463
1487
$2.06M 0.01%
73,606
-4,387
1488
$2.06M 0.01%
27,509
+24,335
1489
$2.06M 0.01%
29,631
+2,970
1490
$2.05M 0.01%
5,440
-1,755
1491
$2.05M 0.01%
41,196
+17,533
1492
$2.05M 0.01%
95,732
+3,075
1493
$2.05M 0.01%
36,149
-12,245
1494
$2.04M 0.01%
33,817
+2,541
1495
$2.04M 0.01%
1,551
-11
1496
$2.04M 0.01%
232,938
+15,117
1497
$2.04M 0.01%
24,450
-21,231
1498
$2.03M 0.01%
81,956
+237
1499
$2.03M 0.01%
210,071
+80,613
1500
$2.02M 0.01%
91,661
+8,544
58 59
60
61 62