Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$67.7M
2
+$38.1M
3
+$24.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$21.8M

Top Sells

1
+$27.2M
2
+$22.4M
3
+$16.6M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.3M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.1M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.69%
4 Communication Services 3.04%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$35.7M 0.1%
467,596
-93,153
202
$35.5M 0.1%
362,275
+42,709
203
$35.1M 0.1%
168,115
-5,271
204
$34.9M 0.1%
813,170
+8,942
205
$34.8M 0.1%
743,429
+10,132
206
$34.6M 0.1%
146,119
+420
207
$34.6M 0.1%
446,393
+23,769
208
$34.5M 0.09%
56,161
+5,158
209
$34.5M 0.09%
556,986
+30,126
210
$34.5M 0.09%
542,239
+6,697
211
$34.4M 0.09%
565,906
+778
212
$34.3M 0.09%
160,625
-9,897
213
$34.3M 0.09%
776,177
-182,283
214
$34.1M 0.09%
406,370
-41,849
215
$33.8M 0.09%
1,312,732
-62,291
216
$33.5M 0.09%
1,260,731
+68,161
217
$33.4M 0.09%
238,804
+12,552
218
$33.3M 0.09%
331,110
-39,087
219
$33.3M 0.09%
323,423
+14,185
220
$33.1M 0.09%
310,881
+1,383
221
$33.1M 0.09%
131,614
+4,087
222
$33.1M 0.09%
296,678
+95,125
223
$32.7M 0.09%
865,186
+90,319
224
$32.4M 0.09%
100,554
+342
225
$32.2M 0.09%
490,501
+28,975
7 8
9
10 11