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
1551
$1.88M 0.01%
69,259
+27,386
1552
$1.88M 0.01%
47,129
-21,511
1553
$1.88M 0.01%
67,996
-1,531
1554
$1.88M 0.01%
57,017
+25,666
1555
$1.88M 0.01%
3,647
+422
1556
$1.87M 0.01%
36,987
+308
1557
$1.87M 0.01%
65,277
-5,374
1558
$1.86M 0.01%
16,605
+1,477
1559
$1.85M 0.01%
17,199
+2,155
1560
$1.85M 0.01%
64,168
+26,490
1561
$1.85M 0.01%
44,639
-1,404
1562
$1.84M 0.01%
41,669
+2,235
1563
$1.84M 0.01%
15,131
-827
1564
$1.84M 0.01%
70,508
-3,125
1565
$1.84M 0.01%
20,728
-426
1566
$1.84M 0.01%
72,593
+4,609
1567
$1.84M 0.01%
36,145
-6,147
1568
$1.84M 0.01%
30,798
-3,071
1569
$1.83M 0.01%
100,324
-1,731
1570
$1.83M 0.01%
42,240
+1,531
1571
$1.83M 0.01%
42,388
+1,094
1572
$1.83M 0.01%
148,537
+5,247
1573
$1.82M 0.01%
251,871
+11,179
1574
$1.82M 0.01%
38,177
+18,405
1575
$1.82M 0.01%
+13,247
61 62
63
64 65