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
1526
$1.96M 0.01%
18,774
+5,672
1527
$1.96M 0.01%
17,657
+5,063
1528
$1.94M 0.01%
89,792
+275
1529
$1.94M 0.01%
7,689
-10
1530
$1.94M 0.01%
34,130
+8,401
1531
$1.94M 0.01%
50,079
-3,792
1532
$1.94M 0.01%
+41,220
1533
$1.94M 0.01%
37,016
+12,546
1534
$1.94M 0.01%
28,017
-318
1535
$1.93M 0.01%
50,707
-1,847
1536
$1.93M 0.01%
34,046
-3,150
1537
$1.93M 0.01%
236,334
-532
1538
$1.93M 0.01%
43,117
+4,882
1539
$1.93M 0.01%
303,558
-63,382
1540
$1.92M 0.01%
+22,602
1541
$1.92M 0.01%
10,046
-181
1542
$1.92M 0.01%
519,971
-4,675
1543
$1.91M 0.01%
30,500
+3,971
1544
$1.91M 0.01%
55,821
-386
1545
$1.91M 0.01%
74,739
+640
1546
$1.9M 0.01%
32,803
+7,992
1547
$1.9M 0.01%
33,418
+1,320
1548
$1.9M 0.01%
29,160
-48,441
1549
$1.9M 0.01%
20,656
+6,194
1550
$1.89M 0.01%
43,351
+14,924
60 61
62
63 64