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
2426
$655K ﹤0.01%
23,650
+2,552
2427
$654K ﹤0.01%
29,025
+2,144
2428
$654K ﹤0.01%
9,771
+1,409
2429
$654K ﹤0.01%
9,560
+656
2430
$653K ﹤0.01%
99,145
-47,853
2431
$651K ﹤0.01%
13,965
+158
2432
$651K ﹤0.01%
13,152
-316
2433
$650K ﹤0.01%
27,218
+4,113
2434
$649K ﹤0.01%
11,048
-4,497
2435
$647K ﹤0.01%
22,891
-1,542
2436
$645K ﹤0.01%
5,648
+936
2437
$645K ﹤0.01%
28,105
+1,288
2438
$644K ﹤0.01%
7,178
-741
2439
$644K ﹤0.01%
+8,809
2440
$644K ﹤0.01%
14,401
+132
2441
$642K ﹤0.01%
18,083
-1,011
2442
$640K ﹤0.01%
19,882
-849
2443
$639K ﹤0.01%
2,430
+212
2444
$638K ﹤0.01%
49,034
+1,064
2445
$636K ﹤0.01%
9,683
-345
2446
$636K ﹤0.01%
+12,323
2447
$633K ﹤0.01%
99,653
+4,840
2448
$632K ﹤0.01%
26,548
+5,820
2449
$632K ﹤0.01%
21,963
-1,695
2450
$632K ﹤0.01%
12,510
+4,433
96 97
98
99 100