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
1726
$331K ﹤0.01%
5,000
-2,584
1727
$331K ﹤0.01%
79,425
+4,757
1728
$330K ﹤0.01%
+22,775
1729
$330K ﹤0.01%
8,150
+439
1730
$330K ﹤0.01%
21,880
-16,260
1731
$330K ﹤0.01%
27,497
-224
1732
$329K ﹤0.01%
12,804
-601
1733
$329K ﹤0.01%
13,738
+240
1734
$329K ﹤0.01%
7,371
+3,144
1735
$328K ﹤0.01%
24,959
-4,114
1736
$328K ﹤0.01%
9,192
-2,278
1737
$327K ﹤0.01%
18,303
+574
1738
$327K ﹤0.01%
10,603
+1,932
1739
$327K ﹤0.01%
2,975
+15
1740
$326K ﹤0.01%
+6,623
1741
$326K ﹤0.01%
+4,744
1742
$326K ﹤0.01%
6,714
+268
1743
$325K ﹤0.01%
872
+65
1744
$324K ﹤0.01%
10,635
+1,809
1745
$323K ﹤0.01%
+3,981
1746
$323K ﹤0.01%
31,617
+12,569
1747
$322K ﹤0.01%
16,817
+76
1748
$322K ﹤0.01%
+14,105
1749
$321K ﹤0.01%
26,419
-196
1750
$321K ﹤0.01%
+7,334
68 69
70
71 72