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
1951
$236K ﹤0.01%
13,026
1952
$236K ﹤0.01%
23,104
-110
1953
$236K ﹤0.01%
9,146
+58
1954
$236K ﹤0.01%
1,510
-400
1955
$236K ﹤0.01%
17,370
+670
1956
$235K ﹤0.01%
5,323
-537
1957
$235K ﹤0.01%
19,877
+220
1958
$234K ﹤0.01%
8,019
-670
1959
$234K ﹤0.01%
+12,076
1960
$234K ﹤0.01%
23,425
+317
1961
$234K ﹤0.01%
+8,257
1962
$233K ﹤0.01%
+4,477
1963
$233K ﹤0.01%
35,563
+1,998
1964
$232K ﹤0.01%
+4,160
1965
$232K ﹤0.01%
3,486
+233
1966
$231K ﹤0.01%
10,260
-232
1967
$231K ﹤0.01%
9,865
+621
1968
$231K ﹤0.01%
14,743
+90
1969
$230K ﹤0.01%
9,526
+938
1970
$230K ﹤0.01%
22,559
+9,204
1971
$230K ﹤0.01%
5,948
-5,814
1972
$229K ﹤0.01%
+8,233
1973
$229K ﹤0.01%
17,735
+2,210
1974
$226K ﹤0.01%
+6,280
1975
$226K ﹤0.01%
+4,690
77 78
79
80 81