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
2251
– –
-5,212
2252
– –
-18,688
2253
– –
-5,594
2254
– –
-30,964
2255
– –
-19,500
2256
– –
-20,746
2257
– –
-10,010
2258
– –
-94,097
2259
– –
-8,039
2260
– –
-906,977
2261
– –
-3,518
2262
– –
-33,081
2263
– –
-21,495
2264
– –
-34,710
2265
– –
-18,200
2266
– –
-4,318
2267
– –
-248,403
2268
– –
-10,402
2269
– –
-1,605
2270
– –
-40,663
2271
– –
-13,570
2272
– –
-205,822
2273
– –
-13,032
2274
– –
-2,248
2275
– –
-768
89 90
91
92 93