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
1676
$1.61M ﹤0.01%
29,374
+991
1677
$1.61M ﹤0.01%
40,786
+8,625
1678
$1.61M ﹤0.01%
49,678
-2,727
1679
$1.61M ﹤0.01%
39,932
-60,779
1680
$1.61M ﹤0.01%
10,342
-617
1681
$1.6M ﹤0.01%
26,538
-8,733
1682
$1.6M ﹤0.01%
46,945
-156
1683
$1.59M ﹤0.01%
52,980
+18,585
1684
$1.59M ﹤0.01%
+19,989
1685
$1.59M ﹤0.01%
30,316
+625
1686
$1.59M ﹤0.01%
119,390
-40,052
1687
$1.59M ﹤0.01%
17,137
-928
1688
$1.58M ﹤0.01%
+78,326
1689
$1.58M ﹤0.01%
1,234
-35
1690
$1.58M ﹤0.01%
4,574
-242
1691
$1.58M ﹤0.01%
20,609
-25,121
1692
$1.58M ﹤0.01%
37,415
-1,422
1693
$1.57M ﹤0.01%
+104,235
1694
$1.57M ﹤0.01%
57,568
-1,166
1695
$1.57M ﹤0.01%
31,052
-11,179
1696
$1.57M ﹤0.01%
37,909
+18,900
1697
$1.56M ﹤0.01%
64,607
-4,658
1698
$1.56M ﹤0.01%
115,309
+4,435
1699
$1.56M ﹤0.01%
36,549
-5,657
1700
$1.56M ﹤0.01%
39,646
+5,374
66 67
68
69 70