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
2851
$213K ﹤0.01%
2,358
-60
2852
$212K ﹤0.01%
+3,171
2853
$212K ﹤0.01%
47,107
+8,959
2854
$212K ﹤0.01%
2,459
-249
2855
$212K ﹤0.01%
9,311
-910
2856
$212K ﹤0.01%
24,041
2857
$211K ﹤0.01%
+3,432
2858
$211K ﹤0.01%
+2,853
2859
$210K ﹤0.01%
126,581
-11,591
2860
$210K ﹤0.01%
+1,114
2861
$210K ﹤0.01%
20,802
-74
2862
$210K ﹤0.01%
8,518
+1,513
2863
$210K ﹤0.01%
4,672
-601
2864
$209K ﹤0.01%
+1,719
2865
$209K ﹤0.01%
24,984
-2,522
2866
$209K ﹤0.01%
+5,665
2867
$209K ﹤0.01%
34,311
-21,301
2868
$209K ﹤0.01%
+12,626
2869
$208K ﹤0.01%
55,326
+1,342
2870
$208K ﹤0.01%
1,188
-765
2871
$208K ﹤0.01%
4,358
-4,948
2872
$207K ﹤0.01%
+6,519
2873
$207K ﹤0.01%
+7,344
2874
$207K ﹤0.01%
25,000
-200
2875
$206K ﹤0.01%
+4,747
113 114
115
116 117