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
201
$10.3M 0.1%
91,165
+1,528
202
$10.2M 0.1%
191,380
-6,710
203
$10.2M 0.1%
197,815
-18,084
204
$10.2M 0.1%
493,710
+33,406
205
$10.2M 0.1%
184,575
+85,609
206
$10.2M 0.1%
96,578
+23,773
207
$10.1M 0.1%
216,114
+88,857
208
$9.97M 0.1%
387,690
-20,917
209
$9.96M 0.1%
198,693
+167,031
210
$9.89M 0.09%
191,097
-100,750
211
$9.89M 0.09%
208,842
-2,712
212
$9.88M 0.09%
226,587
-12,849
213
$9.83M 0.09%
120,528
+252
214
$9.78M 0.09%
126,347
-475
215
$9.7M 0.09%
359,636
+24,182
216
$9.59M 0.09%
168,752
+1,802
217
$9.53M 0.09%
227,492
+16,864
218
$9.43M 0.09%
298,880
+27,640
219
$9.41M 0.09%
212,187
+14,590
220
$9.39M 0.09%
158,252
+599
221
$9.25M 0.09%
445,828
+36,494
222
$9.24M 0.09%
169,225
+12,541
223
$9.24M 0.09%
131,481
+5,574
224
$9.13M 0.09%
51,390
+1,984
225
$9.12M 0.09%
91,615
+12,542
7 8
9
10 11