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
3226
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3227
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3228
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3229
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3230
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3234
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3237
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3238
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3239
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3240
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3241
$0 ﹤0.01%
11,700
-15,926
3242
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3243
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3244
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3245
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3246
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3247
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3248
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3249
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-10,777
3250
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-16,781
128 129
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