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
3301
– –
-12,996
3302
– –
-6,696
3303
– –
-11,532
3304
– –
-12,944
3305
– –
-2,400
3306
– –
-9,496
3307
– –
-12,993
3308
– –
-14,281
3309
– –
-11,275
3310
– –
-11,000
3311
– –
-4,383
3312
– –
-12,637
3313
– –
-25,198
3314
– –
-2,312
3315
– –
-1,862
3316
– –
-39,822
3317
– –
-13,230
3318
– –
-13,370
3319
– –
-9,611
3320
– –
-3,687
3321
– –
-4,424
3322
– –
-32,450
3323
– –
-8,328
3324
– –
-24,041
3325
– –
-12,166
131 132
133
134 135