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
2676
$268K ﹤0.01%
5,830
+682
2677
$268K ﹤0.01%
10,905
+182
2678
$267K ﹤0.01%
+7,959
2679
$267K ﹤0.01%
2,988
-200
2680
$266K ﹤0.01%
3,711
+1
2681
$266K ﹤0.01%
2,087
-163
2682
$266K ﹤0.01%
+5,403
2683
$266K ﹤0.01%
+9,553
2684
$266K ﹤0.01%
12,294
-15,564
2685
$265K ﹤0.01%
23,763
-2,145
2686
$265K ﹤0.01%
21,184
+1,137
2687
$264K ﹤0.01%
6,084
-2,728
2688
$264K ﹤0.01%
9,130
-1,442
2689
$264K ﹤0.01%
1,306
-31
2690
$264K ﹤0.01%
2,434
-173
2691
$264K ﹤0.01%
2,892
-1,141
2692
$264K ﹤0.01%
6,176
-751
2693
$264K ﹤0.01%
4,615
-961
2694
$264K ﹤0.01%
8,919
-363
2695
$263K ﹤0.01%
+11,538
2696
$263K ﹤0.01%
2,814
+672
2697
$263K ﹤0.01%
3,118
-967
2698
$263K ﹤0.01%
31,768
-32,538
2699
$262K ﹤0.01%
12,614
-1,507
2700
$262K ﹤0.01%
17,147
-345
106 107
108
109 110