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
1576
$1.82M 0.01%
7,155
+1,768
1577
$1.81M 0.01%
31,883
-4,927
1578
$1.81M 0.01%
52,268
+943
1579
$1.81M 0.01%
90,154
+14,316
1580
$1.81M 0.01%
23,144
-569
1581
$1.8M 0.01%
190,796
+8,309
1582
$1.8M ﹤0.01%
86,785
+2,050
1583
$1.8M ﹤0.01%
24,206
+2,395
1584
$1.8M ﹤0.01%
13,062
+3,784
1585
$1.8M ﹤0.01%
17,357
-263
1586
$1.79M ﹤0.01%
20,382
-39
1587
$1.79M ﹤0.01%
34,718
-713
1588
$1.79M ﹤0.01%
70,665
-10,442
1589
$1.79M ﹤0.01%
21,875
+300
1590
$1.78M ﹤0.01%
18,138
+14,066
1591
$1.77M ﹤0.01%
140,834
+46,053
1592
$1.77M ﹤0.01%
24,385
-102
1593
$1.77M ﹤0.01%
38,142
+2,138
1594
$1.77M ﹤0.01%
27,889
+752
1595
$1.76M ﹤0.01%
13,582
+3,879
1596
$1.76M ﹤0.01%
29,922
+3,514
1597
$1.76M ﹤0.01%
76,178
-10,665
1598
$1.75M ﹤0.01%
47,348
+199
1599
$1.75M ﹤0.01%
23,953
-2,132
1600
$1.75M ﹤0.01%
9,682
+238
62 63
64
65 66