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
1701
$1.56M ﹤0.01%
35,329
-3,838
1702
$1.56M ﹤0.01%
251,208
-136,490
1703
$1.56M ﹤0.01%
87,370
+8,862
1704
$1.56M ﹤0.01%
45,629
+3,126
1705
$1.55M ﹤0.01%
33,490
-13,818
1706
$1.55M ﹤0.01%
38,299
-840
1707
$1.55M ﹤0.01%
19,723
+10,838
1708
$1.55M ﹤0.01%
16,434
+167
1709
$1.55M ﹤0.01%
33,027
-9,021
1710
$1.55M ﹤0.01%
25,104
-2,153
1711
$1.55M ﹤0.01%
41,767
+11,944
1712
$1.54M ﹤0.01%
31,463
+1,908
1713
$1.54M ﹤0.01%
37,114
+18,301
1714
$1.54M ﹤0.01%
15,103
+1,996
1715
$1.53M ﹤0.01%
27,751
-383
1716
$1.53M ﹤0.01%
35,036
+3,047
1717
$1.53M ﹤0.01%
101,955
-37,761
1718
$1.53M ﹤0.01%
40,237
+6,517
1719
$1.53M ﹤0.01%
193,713
+174,630
1720
$1.53M ﹤0.01%
11,838
+3,701
1721
$1.53M ﹤0.01%
31,184
-632
1722
$1.53M ﹤0.01%
19,823
+15,073
1723
$1.53M ﹤0.01%
44,290
+2,585
1724
$1.52M ﹤0.01%
31,737
+267
1725
$1.52M ﹤0.01%
71,785
+12,918
67 68
69
70 71