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
1751
$321K ﹤0.01%
15,988
-59
1752
$320K ﹤0.01%
13,193
-241,148
1753
$320K ﹤0.01%
+18,768
1754
$320K ﹤0.01%
8,266
+1,023
1755
$320K ﹤0.01%
13,100
-3,395
1756
$318K ﹤0.01%
5,943
+32
1757
$318K ﹤0.01%
17,436
-2,143
1758
$317K ﹤0.01%
2,318
-21
1759
$317K ﹤0.01%
6,932
-127
1760
$317K ﹤0.01%
13,132
-1,892
1761
$317K ﹤0.01%
26,915
+513
1762
$315K ﹤0.01%
3,144
+193
1763
$315K ﹤0.01%
4,160
-157
1764
$315K ﹤0.01%
1,993
+37
1765
$315K ﹤0.01%
7,786
-210
1766
$314K ﹤0.01%
14,735
+1,497
1767
$314K ﹤0.01%
12,806
-1,185
1768
$314K ﹤0.01%
6,266
+1,426
1769
$313K ﹤0.01%
11,362
-50,044
1770
$312K ﹤0.01%
12,214
-52
1771
$312K ﹤0.01%
22,377
-2,554
1772
$312K ﹤0.01%
6,222
+1
1773
$312K ﹤0.01%
+3,914
1774
$312K ﹤0.01%
6,045
+949
1775
$311K ﹤0.01%
2,284
-83
69 70
71
72 73