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
1626
$1.7M ﹤0.01%
33,353
+625
1627
$1.7M ﹤0.01%
42,756
-3,133
1628
$1.69M ﹤0.01%
16,625
+1,205
1629
$1.69M ﹤0.01%
87,143
-167
1630
$1.69M ﹤0.01%
186,328
-107,243
1631
$1.68M ﹤0.01%
312,277
+37,720
1632
$1.68M ﹤0.01%
16,570
+7,229
1633
$1.68M ﹤0.01%
74,195
+1,344
1634
$1.68M ﹤0.01%
13,950
+5,950
1635
$1.67M ﹤0.01%
74,165
-2,233
1636
$1.67M ﹤0.01%
47,343
+7,114
1637
$1.67M ﹤0.01%
11,912
-4,601
1638
$1.67M ﹤0.01%
54,800
+10,356
1639
$1.67M ﹤0.01%
+126,913
1640
$1.66M ﹤0.01%
11,035
+324
1641
$1.66M ﹤0.01%
50,536
+38,344
1642
$1.66M ﹤0.01%
5,939
+95
1643
$1.66M ﹤0.01%
34,592
-11,652
1644
$1.66M ﹤0.01%
66,431
-6,892
1645
$1.66M ﹤0.01%
20,976
-649
1646
$1.66M ﹤0.01%
27,500
+822
1647
$1.66M ﹤0.01%
66,326
+3,713
1648
$1.65M ﹤0.01%
51,778
-890
1649
$1.65M ﹤0.01%
93,401
+688
1650
$1.65M ﹤0.01%
20,135
+2,155
64 65
66
67 68