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
2051
$197K ﹤0.01%
21,959
-906
2052
$197K ﹤0.01%
25,597
+5,849
2053
$197K ﹤0.01%
14,767
+1
2054
$195K ﹤0.01%
15,785
-1,979
2055
$195K ﹤0.01%
10,812
-2,455
2056
$195K ﹤0.01%
12,530
+890
2057
$192K ﹤0.01%
16,674
2058
$192K ﹤0.01%
16,568
+75
2059
$190K ﹤0.01%
16,667
+6,551
2060
$190K ﹤0.01%
16,628
+1,469
2061
$189K ﹤0.01%
11,182
-224
2062
$188K ﹤0.01%
13,206
-602
2063
$187K ﹤0.01%
24,546
-5,172
2064
$187K ﹤0.01%
13,316
+332
2065
$185K ﹤0.01%
15,606
+7
2066
$185K ﹤0.01%
26,179
-19,581
2067
$185K ﹤0.01%
35,248
-5,391
2068
$185K ﹤0.01%
+16,283
2069
$184K ﹤0.01%
7,181
-892
2070
$183K ﹤0.01%
21,405
-2,109
2071
$183K ﹤0.01%
14,718
+403
2072
$182K ﹤0.01%
+10,716
2073
$180K ﹤0.01%
25,395
-3,000
2074
$177K ﹤0.01%
12,695
-3,937
2075
$176K ﹤0.01%
13,590
-451
81 82
83
84 85