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
2451
$630K ﹤0.01%
2,425
-1,805
2452
$630K ﹤0.01%
10,974
+1,484
2453
$629K ﹤0.01%
3,184
-289
2454
$629K ﹤0.01%
21,952
+2,606
2455
$628K ﹤0.01%
29,191
-439
2456
$627K ﹤0.01%
64,334
-1,608
2457
$626K ﹤0.01%
32,518
+17,461
2458
$625K ﹤0.01%
1,396
-76
2459
$624K ﹤0.01%
15,174
+295
2460
$623K ﹤0.01%
14,223
-115
2461
$623K ﹤0.01%
+4,356
2462
$623K ﹤0.01%
35,403
+757
2463
$623K ﹤0.01%
+10,531
2464
$622K ﹤0.01%
8,470
-88
2465
$622K ﹤0.01%
3,574
+53
2466
$621K ﹤0.01%
9,152
+3,431
2467
$620K ﹤0.01%
7,105
-603
2468
$620K ﹤0.01%
6,982
+45
2469
$619K ﹤0.01%
8,875
-9,924
2470
$619K ﹤0.01%
38,905
-2,934
2471
$619K ﹤0.01%
178,389
+1,785
2472
$617K ﹤0.01%
8,442
+2,316
2473
$617K ﹤0.01%
14,826
-1,320
2474
$616K ﹤0.01%
3,981
+1,488
2475
$615K ﹤0.01%
2,918
-646
97 98
99
100 101