Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$29.5M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$24.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.7M

Top Sells

1
+$29.1M
2
+$22.7M
3
+$20.9M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$368K ﹤0.01%
18,145
-2,250
1652
$367K ﹤0.01%
7,604
-1,557
1653
$367K ﹤0.01%
10,269
+755
1654
$365K ﹤0.01%
10,368
-363
1655
$365K ﹤0.01%
30,719
+4,091
1656
$364K ﹤0.01%
3,466
+54
1657
$364K ﹤0.01%
28,087
+639
1658
$364K ﹤0.01%
+7,221
1659
$363K ﹤0.01%
8,170
+1,268
1660
$362K ﹤0.01%
27,293
+155
1661
$362K ﹤0.01%
4,534
+118
1662
$361K ﹤0.01%
2,924
-1,181
1663
$360K ﹤0.01%
24,964
+6,466
1664
$360K ﹤0.01%
5,735
-899
1665
$359K ﹤0.01%
2,832
+54
1666
$359K ﹤0.01%
13,540
-1,815
1667
$358K ﹤0.01%
7,086
+85
1668
$358K ﹤0.01%
16,890
+890
1669
$358K ﹤0.01%
31,720
+1,916
1670
$358K ﹤0.01%
1,973
-73
1671
$357K ﹤0.01%
19,827
+759
1672
$357K ﹤0.01%
10,457
-191
1673
$356K ﹤0.01%
28,705
-492
1674
$355K ﹤0.01%
4,475
-1,100
1675
$354K ﹤0.01%
3
65 66
67
68 69