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
1726
$1.52M ﹤0.01%
35,693
+3,967
1727
$1.51M ﹤0.01%
31,283
-6,553
1728
$1.51M ﹤0.01%
38,856
+6,642
1729
$1.51M ﹤0.01%
56,605
-74,754
1730
$1.51M ﹤0.01%
52,366
-3,060
1731
$1.5M ﹤0.01%
28,686
+19,027
1732
$1.5M ﹤0.01%
14,165
+682
1733
$1.5M ﹤0.01%
60,778
+8,186
1734
$1.5M ﹤0.01%
18,875
-576
1735
$1.5M ﹤0.01%
47,352
+4,568
1736
$1.5M ﹤0.01%
18,413
+249
1737
$1.5M ﹤0.01%
29,894
+232
1738
$1.49M ﹤0.01%
14,694
-7,452
1739
$1.49M ﹤0.01%
74,707
-2,006
1740
$1.49M ﹤0.01%
284,350
-148,470
1741
$1.49M ﹤0.01%
80,705
+1,869
1742
$1.49M ﹤0.01%
36,525
+2,221
1743
$1.49M ﹤0.01%
40,023
-4,948
1744
$1.48M ﹤0.01%
29,706
+1,810
1745
$1.48M ﹤0.01%
40,982
-1,646
1746
$1.48M ﹤0.01%
21,580
+212
1747
$1.48M ﹤0.01%
149,368
-869
1748
$1.47M ﹤0.01%
29,939
-3,067
1749
$1.47M ﹤0.01%
+14,641
1750
$1.47M ﹤0.01%
40,864
+27,474
68 69
70
71 72