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
2301
$739K ﹤0.01%
8,570
+756
2302
$739K ﹤0.01%
6,025
+606
2303
$738K ﹤0.01%
33,762
+5,234
2304
$738K ﹤0.01%
16,223
-13,120
2305
$737K ﹤0.01%
69,059
+3,066
2306
$735K ﹤0.01%
4,198
+2,335
2307
$735K ﹤0.01%
22,496
+1,382
2308
$733K ﹤0.01%
18,709
-2,594
2309
$733K ﹤0.01%
19,476
+7,888
2310
$732K ﹤0.01%
12,600
+1,101
2311
$732K ﹤0.01%
15,325
-1,609
2312
$731K ﹤0.01%
27,460
+4,413
2313
$731K ﹤0.01%
2,369
+579
2314
$731K ﹤0.01%
97,107
+59,756
2315
$730K ﹤0.01%
12,737
-121
2316
$730K ﹤0.01%
67,810
+22,952
2317
$730K ﹤0.01%
23,357
+5,972
2318
$730K ﹤0.01%
143,743
+3,016
2319
$729K ﹤0.01%
9,931
+368
2320
$729K ﹤0.01%
15,942
-738
2321
$729K ﹤0.01%
20,180
-860
2322
$729K ﹤0.01%
9,257
+170
2323
$727K ﹤0.01%
72,312
-3,052
2324
$727K ﹤0.01%
3,630
-17,546
2325
$727K ﹤0.01%
4,472
-1,525
91 92
93
94 95