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
3176
$3K ﹤0.01%
5,040
-107
3177
$3K ﹤0.01%
10,075
-10,000
3178
$3K ﹤0.01%
10,374
3179
$2K ﹤0.01%
10,500
3180
$1K ﹤0.01%
10,550
3181
$1K ﹤0.01%
24,304
-49,096
3182
– –
-10,971
3183
– –
-12,105
3184
– –
-1,429
3185
– –
-10,090
3186
– –
-99,761
3187
– –
-22,188
3188
– –
-4,455
3189
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-4,209
3190
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-11,000
3191
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-10,241
3192
– –
-104
3193
– –
-14,625
3194
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-24,257
3195
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-21,362
3196
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-24,697
3197
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-60,766
3198
– –
-13,674
3199
– –
-142,533
3200
– –
-50,397
126 127
128
129 130