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
2076
$176K ﹤0.01%
14,738
-104
2077
$174K ﹤0.01%
19,739
+7,934
2078
$174K ﹤0.01%
17,346
+9
2079
$173K ﹤0.01%
12,525
-5,536
2080
$172K ﹤0.01%
+10,752
2081
$172K ﹤0.01%
17,442
-848
2082
$171K ﹤0.01%
28,905
+1,194
2083
$169K ﹤0.01%
13,970
+43
2084
$169K ﹤0.01%
13,129
+163
2085
$169K ﹤0.01%
+13
2086
$169K ﹤0.01%
14,718
-234
2087
$168K ﹤0.01%
30,398
-1,494
2088
$167K ﹤0.01%
10,325
-58,651
2089
$166K ﹤0.01%
12,277
+9
2090
$164K ﹤0.01%
+10,538
2091
$164K ﹤0.01%
13,318
+273
2092
$163K ﹤0.01%
13,495
+3,271
2093
$163K ﹤0.01%
18,509
+1,090
2094
$162K ﹤0.01%
42,348
-13,052
2095
$161K ﹤0.01%
15,283
+3,170
2096
$160K ﹤0.01%
2,443
+205
2097
$160K ﹤0.01%
1,725
-195
2098
$160K ﹤0.01%
12,800
-600
2099
$160K ﹤0.01%
14,663
+761
2100
$159K ﹤0.01%
11,343
-3,290
82 83
84
85 86