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
2126
$133K ﹤0.01%
2,063
+25
2127
$133K ﹤0.01%
3,926
+337
2128
$128K ﹤0.01%
12,172
+7
2129
$125K ﹤0.01%
10,053
-22,421
2130
$124K ﹤0.01%
14,373
-363
2131
$124K ﹤0.01%
2,163
-252
2132
$121K ﹤0.01%
16,225
-100
2133
$119K ﹤0.01%
10,939
-103,028
2134
$116K ﹤0.01%
11,236
+250
2135
$114K ﹤0.01%
14,881
-500
2136
$113K ﹤0.01%
14,194
-3,749
2137
$109K ﹤0.01%
12,263
2138
$109K ﹤0.01%
3,490
+766
2139
$107K ﹤0.01%
+12,191
2140
$105K ﹤0.01%
16,000
2141
$104K ﹤0.01%
5,346
+359
2142
$103K ﹤0.01%
18,739
-3,887
2143
$103K ﹤0.01%
+218
2144
$101K ﹤0.01%
2,009
+1
2145
$98K ﹤0.01%
21,364
-2,275
2146
$98K ﹤0.01%
32,162
-1,810
2147
$98K ﹤0.01%
11,634
+130
2148
$98K ﹤0.01%
+10,158
2149
$97K ﹤0.01%
14,944
+50
2150
$96K ﹤0.01%
11,966
+55
84 85
86
87 88