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
1926
$245K ﹤0.01%
9,154
-598
1927
$244K ﹤0.01%
+3,522
1928
$244K ﹤0.01%
+1,656
1929
$244K ﹤0.01%
+5,565
1930
$244K ﹤0.01%
+4,629
1931
$243K ﹤0.01%
+3,308
1932
$243K ﹤0.01%
2,022
-8
1933
$241K ﹤0.01%
+9,385
1934
$241K ﹤0.01%
3,076
+1
1935
$241K ﹤0.01%
11,610
+1,363
1936
$241K ﹤0.01%
6,361
+218
1937
$239K ﹤0.01%
+127
1938
$239K ﹤0.01%
9,963
+38
1939
$239K ﹤0.01%
+6,933
1940
$238K ﹤0.01%
65,732
-1,681
1941
$238K ﹤0.01%
8,961
-568
1942
$238K ﹤0.01%
10,495
-3,229
1943
$237K ﹤0.01%
+7,282
1944
$237K ﹤0.01%
9,221
-150
1945
$237K ﹤0.01%
2,998
1946
$236K ﹤0.01%
13,632
1947
$236K ﹤0.01%
19,000
+2,200
1948
$236K ﹤0.01%
+13,197
1949
$236K ﹤0.01%
+1,804
1950
$236K ﹤0.01%
4,094
-99
76 77
78
79 80