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
1601
$1.75M ﹤0.01%
+63,596
1602
$1.74M ﹤0.01%
59,678
-7,730
1603
$1.74M ﹤0.01%
12,419
+14
1604
$1.74M ﹤0.01%
23,575
+18,812
1605
$1.74M ﹤0.01%
22,732
+373
1606
$1.74M ﹤0.01%
17,600
+1,467
1607
$1.74M ﹤0.01%
161,240
+16,513
1608
$1.74M ﹤0.01%
32,026
+5,814
1609
$1.74M ﹤0.01%
1,414
+331
1610
$1.74M ﹤0.01%
301,383
+167,286
1611
$1.73M ﹤0.01%
15,302
-669
1612
$1.73M ﹤0.01%
36,386
-5,751
1613
$1.73M ﹤0.01%
70,684
+43
1614
$1.73M ﹤0.01%
139,506
-13
1615
$1.73M ﹤0.01%
10,751
+795
1616
$1.72M ﹤0.01%
32,989
-5,235
1617
$1.72M ﹤0.01%
24,042
+9,785
1618
$1.72M ﹤0.01%
3,564
-2,318
1619
$1.72M ﹤0.01%
67,820
-1,625
1620
$1.72M ﹤0.01%
106,452
+46,192
1621
$1.71M ﹤0.01%
49,989
+91
1622
$1.71M ﹤0.01%
54,882
+1,788
1623
$1.71M ﹤0.01%
35,983
-2,952
1624
$1.71M ﹤0.01%
45,044
-393
1625
$1.7M ﹤0.01%
84,353
-4,040
63 64
65
66 67