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
1651
$1.65M ﹤0.01%
17,477
+792
1652
$1.65M ﹤0.01%
14,066
-1,854
1653
$1.65M ﹤0.01%
13,173
+3,957
1654
$1.65M ﹤0.01%
737,745
-164,959
1655
$1.64M ﹤0.01%
48,756
+930
1656
$1.64M ﹤0.01%
32,753
+6,812
1657
$1.64M ﹤0.01%
42,813
+492
1658
$1.64M ﹤0.01%
166,448
+30,945
1659
$1.64M ﹤0.01%
22,007
+1,473
1660
$1.63M ﹤0.01%
17,819
-13,126
1661
$1.63M ﹤0.01%
17,693
+5,464
1662
$1.63M ﹤0.01%
30,942
+11,980
1663
$1.63M ﹤0.01%
63,556
+37,372
1664
$1.63M ﹤0.01%
77,501
-503
1665
$1.63M ﹤0.01%
34,997
-127
1666
$1.62M ﹤0.01%
48,294
+5,941
1667
$1.62M ﹤0.01%
3,770
+477
1668
$1.62M ﹤0.01%
21,805
-795
1669
$1.62M ﹤0.01%
75,899
-9,241
1670
$1.62M ﹤0.01%
180,001
-1,449
1671
$1.62M ﹤0.01%
7,395
+331
1672
$1.62M ﹤0.01%
86,542
+390
1673
$1.61M ﹤0.01%
30,810
+2,386
1674
$1.61M ﹤0.01%
69,797
+1,273
1675
$1.61M ﹤0.01%
46,840
-14,004
65 66
67
68 69