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
1751
$1.46M ﹤0.01%
43,567
+361
1752
$1.46M ﹤0.01%
39,022
+15,499
1753
$1.46M ﹤0.01%
3,122
+1,789
1754
$1.46M ﹤0.01%
24,367
+2,026
1755
$1.46M ﹤0.01%
163,668
+124,320
1756
$1.46M ﹤0.01%
112,281
+94,123
1757
$1.45M ﹤0.01%
34,156
+4,425
1758
$1.45M ﹤0.01%
38,303
-2,306
1759
$1.45M ﹤0.01%
3,180
+1,796
1760
$1.45M ﹤0.01%
28,778
-18,775
1761
$1.45M ﹤0.01%
40,237
+2,219
1762
$1.45M ﹤0.01%
128,853
+8,991
1763
$1.44M ﹤0.01%
39,648
-102
1764
$1.44M ﹤0.01%
45,803
+6,731
1765
$1.44M ﹤0.01%
32,353
+23,740
1766
$1.44M ﹤0.01%
661,437
+108,000
1767
$1.44M ﹤0.01%
34,904
+1,483
1768
$1.44M ﹤0.01%
63,862
+936
1769
$1.43M ﹤0.01%
41,656
+2,668
1770
$1.43M ﹤0.01%
58,653
-1,972
1771
$1.43M ﹤0.01%
3,532
-177
1772
$1.43M ﹤0.01%
38,883
-347
1773
$1.42M ﹤0.01%
20,443
+1,244
1774
$1.42M ﹤0.01%
14,441
+5,797
1775
$1.42M ﹤0.01%
121,273
-542
69 70
71
72 73