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
2276
$770K ﹤0.01%
8,005
-51
2277
$768K ﹤0.01%
72,773
-9,537
2278
$766K ﹤0.01%
177,423
+12,788
2279
$765K ﹤0.01%
63,061
+511
2280
$765K ﹤0.01%
15,093
+40
2281
$764K ﹤0.01%
30,006
+1,940
2282
$764K ﹤0.01%
118,950
+19,017
2283
$763K ﹤0.01%
45,212
+29,756
2284
$762K ﹤0.01%
+4,643
2285
$762K ﹤0.01%
23,865
-271,792
2286
$761K ﹤0.01%
+24,186
2287
$759K ﹤0.01%
28,843
-83
2288
$759K ﹤0.01%
424,028
+50,606
2289
$757K ﹤0.01%
19,891
-11,665
2290
$756K ﹤0.01%
19,557
-577
2291
$752K ﹤0.01%
152,101
+20,026
2292
$749K ﹤0.01%
17,672
-820
2293
$748K ﹤0.01%
23,417
-104,754
2294
$748K ﹤0.01%
45,993
-8,987
2295
$747K ﹤0.01%
97,984
-158,520
2296
$746K ﹤0.01%
11,270
-10,003
2297
$743K ﹤0.01%
27,423
+12,437
2298
$742K ﹤0.01%
34,464
+13,993
2299
$742K ﹤0.01%
28,018
-3,153
2300
$741K ﹤0.01%
+26,803
90 91
92
93 94