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
2951
$165K ﹤0.01%
14,659
+169
2952
$164K ﹤0.01%
+12,512
2953
$164K ﹤0.01%
21,166
+2,187
2954
$163K ﹤0.01%
13,959
-300
2955
$162K ﹤0.01%
31,800
-140
2956
$158K ﹤0.01%
7,396
-2,449
2957
$157K ﹤0.01%
3,064
-1
2958
$157K ﹤0.01%
18,784
2959
$157K ﹤0.01%
13,487
-3,231
2960
$156K ﹤0.01%
22,285
-414
2961
$155K ﹤0.01%
40,000
-100
2962
$155K ﹤0.01%
43,733
-5,035
2963
$155K ﹤0.01%
46,783
-3,501
2964
$153K ﹤0.01%
11,148
-2,815
2965
$152K ﹤0.01%
17,653
-3,007
2966
$151K ﹤0.01%
10,577
-5,856
2967
$151K ﹤0.01%
17,580
2968
$150K ﹤0.01%
6,027
+3,135
2969
$150K ﹤0.01%
14,876
-392
2970
$149K ﹤0.01%
23,693
-370
2971
$148K ﹤0.01%
15,875
-400
2972
$148K ﹤0.01%
41,192
-15,852
2973
$148K ﹤0.01%
32,585
-3,054
2974
$148K ﹤0.01%
29,396
+58
2975
$148K ﹤0.01%
21,515
-859
117 118
119
120 121