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
2351
$700K ﹤0.01%
26,837
+2,669
2352
$700K ﹤0.01%
1,403
+453
2353
$700K ﹤0.01%
8,247
+138
2354
$698K ﹤0.01%
+34,487
2355
$698K ﹤0.01%
8,069
-171
2356
$697K ﹤0.01%
21,863
+2,572
2357
$697K ﹤0.01%
10,810
+375
2358
$697K ﹤0.01%
13,084
-20,012
2359
$695K ﹤0.01%
4,574
+593
2360
$694K ﹤0.01%
20,638
+1,678
2361
$694K ﹤0.01%
25,817
+373
2362
$694K ﹤0.01%
12,992
+79
2363
$694K ﹤0.01%
25,238
-10,230
2364
$692K ﹤0.01%
35,593
+13,601
2365
$690K ﹤0.01%
160,520
+123,523
2366
$689K ﹤0.01%
28,401
+1,121
2367
$689K ﹤0.01%
98,273
+5,498
2368
$688K ﹤0.01%
90,607
+23,097
2369
$688K ﹤0.01%
141,081
+13,832
2370
$687K ﹤0.01%
13,181
+59
2371
$687K ﹤0.01%
6,369
+1,964
2372
$687K ﹤0.01%
35,341
-24,686
2373
$686K ﹤0.01%
10,981
-1,258
2374
$685K ﹤0.01%
26,841
-29
2375
$683K ﹤0.01%
+20,326
93 94
95
96 97