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
1501
$2.02M 0.01%
40,969
+10,030
1502
$2.02M 0.01%
29,911
-1,811
1503
$2M 0.01%
30,403
+8,565
1504
$2M 0.01%
60,497
+1,760
1505
$2M 0.01%
31,401
+3,725
1506
$2M 0.01%
14,209
+430
1507
$2M 0.01%
84,474
-2,917
1508
$2M 0.01%
48,167
+8,819
1509
$1.99M 0.01%
28,490
+1,244
1510
$1.99M 0.01%
24,859
-829
1511
$1.99M 0.01%
84,851
+232
1512
$1.99M 0.01%
72,937
+7,800
1513
$1.99M 0.01%
35,623
+590
1514
$1.98M 0.01%
103,452
-2,542
1515
$1.98M 0.01%
78,093
-93
1516
$1.98M 0.01%
56,211
+2,622
1517
$1.98M 0.01%
13,007
+641
1518
$1.98M 0.01%
48,932
+11
1519
$1.98M 0.01%
82,770
+23,986
1520
$1.97M 0.01%
49,544
-101,248
1521
$1.97M 0.01%
+69,592
1522
$1.97M 0.01%
7,894
-7,116
1523
$1.97M 0.01%
2,511
-3,810
1524
$1.97M 0.01%
359,010
+1,835
1525
$1.97M 0.01%
20,388
-3,370
59 60
61
62 63