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
801
$4.09M 0.02%
79,887
-41,743
802
$4.08M 0.02%
192,850
-51,801
803
$4.08M 0.02%
47,726
-3,815
804
$4.07M 0.02%
357,568
-16,062
805
$4.07M 0.02%
31,137
-802
806
$4.07M 0.02%
123,885
-76,479
807
$4.06M 0.02%
74,176
-96
808
$4.05M 0.02%
78,547
+2,916
809
$4.05M 0.02%
35,201
-644
810
$4.05M 0.02%
53,476
+54
811
$4.04M 0.02%
88,962
-5,068
812
$4.03M 0.02%
66,390
-12,446
813
$4.03M 0.02%
518,106
-29,720
814
$4.01M 0.02%
7,227
-423
815
$3.98M 0.02%
29,054
-3,064
816
$3.98M 0.02%
155,190
+45,946
817
$3.98M 0.02%
167,127
+56,747
818
$3.98M 0.02%
165,905
+152,370
819
$3.98M 0.02%
137,669
-3,035
820
$3.97M 0.02%
324,528
+271,018
821
$3.97M 0.02%
12,698
+1,520
822
$3.97M 0.02%
138,830
+64,099
823
$3.97M 0.02%
422,318
-53,303
824
$3.96M 0.02%
112,572
-6,129
825
$3.95M 0.02%
619,742
-49,098
31 32
33
34 35