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
151
$45.2M 0.12%
561,295
+1,380
152
$45.1M 0.12%
1,984,437
+59,748
153
$45M 0.12%
404,942
+29,849
154
$44.9M 0.12%
262,541
-7,933
155
$44.8M 0.12%
593,505
+63,034
156
$44.7M 0.12%
145,105
+12,212
157
$44.5M 0.12%
628,578
+12,485
158
$44.4M 0.12%
611,850
+47,598
159
$43.2M 0.12%
1,584,368
+120,419
160
$42.5M 0.12%
123,007
-8,593
161
$42.5M 0.12%
555,444
+84,545
162
$42.1M 0.12%
964,368
-69,800
163
$41.9M 0.12%
405,831
-1,871
164
$41.6M 0.11%
1,146,164
+269,945
165
$41.2M 0.11%
808,671
+101,573
166
$41M 0.11%
432,911
+31,109
167
$40.2M 0.11%
80,450
+1,280
168
$40.1M 0.11%
324,038
+13,196
169
$40M 0.11%
615,794
+131,307
170
$39.9M 0.11%
203,871
-55,177
171
$39.8M 0.11%
279,512
+12,378
172
$39.1M 0.11%
291,631
+11,308
173
$38.8M 0.11%
179,980
+19,687
174
$38.8M 0.11%
916,368
+47,967
175
$38.8M 0.11%
235,892
-4,994
5 6
7
8 9