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
1676
$354K ﹤0.01%
872
-12
1677
$354K ﹤0.01%
4,968
+1,075
1678
$353K ﹤0.01%
3,644
-1,036
1679
$353K ﹤0.01%
5,246
-4,642
1680
$353K ﹤0.01%
13,901
-641
1681
$352K ﹤0.01%
12,671
-1,478
1682
$352K ﹤0.01%
5,683
+96
1683
$352K ﹤0.01%
13,952
-2,814
1684
$351K ﹤0.01%
12,872
-201
1685
$351K ﹤0.01%
33,434
-2,149
1686
$351K ﹤0.01%
4,255
+746
1687
$351K ﹤0.01%
4,638
+1,398
1688
$351K ﹤0.01%
4,055
+1,197
1689
$350K ﹤0.01%
7,821
-4,104
1690
$350K ﹤0.01%
16,549
+94
1691
$350K ﹤0.01%
23,736
+10,475
1692
$350K ﹤0.01%
14,062
+3,587
1693
$349K ﹤0.01%
14,582
-1,444
1694
$348K ﹤0.01%
13,485
+233
1695
$348K ﹤0.01%
13,664
-189
1696
$348K ﹤0.01%
8,083
+2,016
1697
$347K ﹤0.01%
4,107
-2,731
1698
$347K ﹤0.01%
+14,554
1699
$347K ﹤0.01%
1,870
-1,932
1700
$347K ﹤0.01%
19,647
+556
66 67
68
69 70