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
2376
$683K ﹤0.01%
52,614
+23,381
2377
$682K ﹤0.01%
10,137
+2,219
2378
$681K ﹤0.01%
74,880
+1,259
2379
$681K ﹤0.01%
3,221
+144
2380
$680K ﹤0.01%
28,165
+299
2381
$680K ﹤0.01%
285,778
+82,612
2382
$679K ﹤0.01%
36,574
+2,193
2383
$678K ﹤0.01%
58,019
+47,081
2384
$677K ﹤0.01%
57,536
-2,309
2385
$677K ﹤0.01%
76,173
-2,003
2386
$675K ﹤0.01%
33,190
+1,475
2387
$675K ﹤0.01%
23,631
-19,123
2388
$674K ﹤0.01%
31,283
-1,873
2389
$674K ﹤0.01%
10,440
-970
2390
$673K ﹤0.01%
3,653
+2,495
2391
$673K ﹤0.01%
8,223
+526
2392
$673K ﹤0.01%
8,836
+5,932
2393
$673K ﹤0.01%
11,607
-24,398
2394
$673K ﹤0.01%
+3,185
2395
$673K ﹤0.01%
13,318
+2,636
2396
$672K ﹤0.01%
33,806
+2,890
2397
$671K ﹤0.01%
3,753
+413
2398
$668K ﹤0.01%
26,513
+2,134
2399
$668K ﹤0.01%
13,720
-124
2400
$668K ﹤0.01%
33,669
+13,324
94 95
96
97 98