Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,355
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$43.7M
3
+$34.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$34.1M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$26.9M

Top Sells

1
+$62.7M
2
+$58.8M
3
+$47.4M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.9M
5
AAPL icon
Apple
AAPL
+$22.2M

Sector Composition

1 Technology 10.74%
2 Financials 4.97%
3 Consumer Discretionary 4.15%
4 Healthcare 3.65%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$328K ﹤0.01%
12,487
+1,132
2527
$328K ﹤0.01%
12,927
-232
2528
$328K ﹤0.01%
1,127
-77
2529
$327K ﹤0.01%
17,817
+344
2530
$327K ﹤0.01%
11,324
+1,199
2531
$327K ﹤0.01%
72,676
-30,657
2532
$327K ﹤0.01%
21,054
-3,425
2533
$327K ﹤0.01%
7,607
-22
2534
$327K ﹤0.01%
1,682
+116
2535
$326K ﹤0.01%
+12,261
2536
$325K ﹤0.01%
+11,621
2537
$324K ﹤0.01%
3,068
-26
2538
$323K ﹤0.01%
+11,847
2539
$323K ﹤0.01%
13,334
+122
2540
$322K ﹤0.01%
+16,329
2541
$322K ﹤0.01%
28,372
+2,941
2542
$321K ﹤0.01%
11,123
+3,027
2543
$320K ﹤0.01%
+5,831
2544
$320K ﹤0.01%
26,532
-3,664
2545
$319K ﹤0.01%
1,697
-2,061
2546
$319K ﹤0.01%
+15,145
2547
$319K ﹤0.01%
8,297
-241
2548
$318K ﹤0.01%
7,101
-1,276
2549
$318K ﹤0.01%
9,456
-1,165
2550
$317K ﹤0.01%
261
-595
100 101
102
103 104