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
176
$38.8M 0.11%
266,242
-12,577
177
$38.7M 0.11%
48,558
-4,243
178
$38.5M 0.11%
865,894
+41,561
179
$38.4M 0.11%
366,283
-25,754
180
$38M 0.1%
114,507
+16,896
181
$38M 0.1%
661,127
+32,726
182
$38M 0.1%
1,367,695
+35,665
183
$37.9M 0.1%
271,974
-13,207
184
$37.8M 0.1%
1,051,658
+93,480
185
$37.8M 0.1%
232,810
+7,172
186
$37.1M 0.1%
503,863
+197,233
187
$37.1M 0.1%
1,547,754
+722,890
188
$37M 0.1%
112,335
+16,994
189
$36.7M 0.1%
514,628
+792
190
$36.7M 0.1%
412,870
+14,632
191
$36.7M 0.1%
838,284
-192,678
192
$36.6M 0.1%
319,616
+1,294
193
$36.5M 0.1%
383,424
-5,859
194
$36.5M 0.1%
434,928
+13,191
195
$36.4M 0.1%
709,563
+159,751
196
$36.4M 0.1%
2,122,537
+16,848
197
$36.3M 0.1%
452,812
+22,026
198
$36.3M 0.1%
178,227
+26,553
199
$36M 0.1%
424,957
+5,631
200
$35.9M 0.1%
285,941
+35,550
6 7
8
9 10