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
2326
$725K ﹤0.01%
6,693
+1,371
2327
$725K ﹤0.01%
29,811
-1,701
2328
$725K ﹤0.01%
18,597
-2,893
2329
$723K ﹤0.01%
9,044
+1,006
2330
$723K ﹤0.01%
64,304
+22,311
2331
$721K ﹤0.01%
16,052
+38
2332
$721K ﹤0.01%
10,009
-910
2333
$720K ﹤0.01%
2,164
-3,192
2334
$720K ﹤0.01%
2,296
+252
2335
$717K ﹤0.01%
61,851
+53
2336
$715K ﹤0.01%
218,120
+101,840
2337
$714K ﹤0.01%
139,599
-18,080
2338
$710K ﹤0.01%
17,560
+4,183
2339
$710K ﹤0.01%
26,825
+82
2340
$710K ﹤0.01%
14,745
+3,562
2341
$708K ﹤0.01%
20,582
-710
2342
$705K ﹤0.01%
21,338
-2,226
2343
$704K ﹤0.01%
+14,619
2344
$704K ﹤0.01%
8,856
+336
2345
$703K ﹤0.01%
24,475
+4,087
2346
$703K ﹤0.01%
10,593
+100
2347
$702K ﹤0.01%
7,004
-5,905
2348
$702K ﹤0.01%
22,133
-219
2349
$701K ﹤0.01%
20,238
+6,857
2350
$701K ﹤0.01%
7,488
+157
92 93
94
95 96