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
2801
$232K ﹤0.01%
+9,785
2802
$232K ﹤0.01%
+2,854
2803
$231K ﹤0.01%
9,046
-5,673
2804
$230K ﹤0.01%
9,233
-64
2805
$230K ﹤0.01%
4,779
-43,320
2806
$229K ﹤0.01%
+3,112
2807
$229K ﹤0.01%
70,383
-5,870
2808
$229K ﹤0.01%
4,027
+9
2809
$229K ﹤0.01%
43,904
+9,399
2810
$229K ﹤0.01%
+9,014
2811
$229K ﹤0.01%
+2,270
2812
$228K ﹤0.01%
14,205
+3,761
2813
$227K ﹤0.01%
1,943
2814
$227K ﹤0.01%
8,164
-758
2815
$227K ﹤0.01%
16,699
+3,875
2816
$226K ﹤0.01%
17,167
+696
2817
$226K ﹤0.01%
+12,388
2818
$225K ﹤0.01%
2,186
2819
$225K ﹤0.01%
11,785
-1,058
2820
$224K ﹤0.01%
+1,354
2821
$223K ﹤0.01%
4,640
-1,071
2822
$223K ﹤0.01%
7,572
-1,000
2823
$223K ﹤0.01%
9,789
-475
2824
$223K ﹤0.01%
7,459
-936
2825
$223K ﹤0.01%
+5,735
111 112
113
114 115