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
2401
$667K ﹤0.01%
68,090
+3,415
2402
$667K ﹤0.01%
3,443
+190
2403
$667K ﹤0.01%
8,142
2404
$667K ﹤0.01%
12,819
+7,663
2405
$665K ﹤0.01%
+7,109
2406
$665K ﹤0.01%
5,155
+149
2407
$664K ﹤0.01%
74,396
+3,520
2408
$664K ﹤0.01%
22,116
-1,510
2409
$664K ﹤0.01%
4,622
+132
2410
$664K ﹤0.01%
27,504
+23
2411
$662K ﹤0.01%
21,509
+7,418
2412
$662K ﹤0.01%
11,001
+1,838
2413
$662K ﹤0.01%
17,478
+3,200
2414
$661K ﹤0.01%
27,114
+10,790
2415
$661K ﹤0.01%
28,644
-2,612
2416
$660K ﹤0.01%
27,313
+2,288
2417
$659K ﹤0.01%
9,393
-108,300
2418
$659K ﹤0.01%
6,305
+98
2419
$659K ﹤0.01%
23,322
+2,817
2420
$659K ﹤0.01%
40,142
-2,472
2421
$657K ﹤0.01%
37,849
+788
2422
$657K ﹤0.01%
2,201
+1,119
2423
$656K ﹤0.01%
20,309
+1,457
2424
$656K ﹤0.01%
90,781
+358
2425
$656K ﹤0.01%
+5,429
95 96
97
98 99