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
2151
$94K ﹤0.01%
13,673
-2,084
2152
$93K ﹤0.01%
14,800
-1,539
2153
$89K ﹤0.01%
+11,102
2154
$81K ﹤0.01%
11,288
-4,300
2155
$80K ﹤0.01%
17,717
+934
2156
$79K ﹤0.01%
+12,081
2157
$78K ﹤0.01%
5,250
-2,093
2158
$77K ﹤0.01%
2,393
-30
2159
$77K ﹤0.01%
13,291
2160
$77K ﹤0.01%
15,634
-54
2161
$76K ﹤0.01%
10,553
-489
2162
$76K ﹤0.01%
741
+385
2163
$75K ﹤0.01%
+14,086
2164
$75K ﹤0.01%
+11,700
2165
$71K ﹤0.01%
10,035
-300
2166
$70K ﹤0.01%
4,096
-820
2167
$69K ﹤0.01%
+18,485
2168
$69K ﹤0.01%
10,578
-97,410
2169
$66K ﹤0.01%
25,036
+77
2170
$66K ﹤0.01%
983
+83
2171
$65K ﹤0.01%
12,445
2172
$60K ﹤0.01%
10,400
2173
$59K ﹤0.01%
+10,333
2174
$59K ﹤0.01%
13,790
-901
2175
$58K ﹤0.01%
19,938
85 86
87
88 89