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
1026
$2.69M 0.01%
85,096
+2,724
1027
$2.67M 0.01%
90,549
+47,563
1028
$2.67M 0.01%
96,779
-6,696
1029
$2.67M 0.01%
69,788
+8,629
1030
$2.67M 0.01%
22,059
+9,783
1031
$2.63M 0.01%
76,470
-26,544
1032
$2.62M 0.01%
135,235
+10,269
1033
$2.61M 0.01%
43,655
-2,230
1034
$2.61M 0.01%
34,223
-5,169
1035
$2.6M 0.01%
34,827
-2,734
1036
$2.6M 0.01%
44,056
+2,445
1037
$2.59M 0.01%
227,993
-243
1038
$2.59M 0.01%
24,705
-9,588
1039
$2.58M 0.01%
31,425
-1,474
1040
$2.58M 0.01%
300,294
-11,129
1041
$2.57M 0.01%
26,913
-35,477
1042
$2.57M 0.01%
44,195
+9,096
1043
$2.57M 0.01%
149,114
-7,404
1044
$2.56M 0.01%
51,457
-47,720
1045
$2.56M 0.01%
14,884
+9,442
1046
$2.56M 0.01%
48,272
+40,557
1047
$2.54M 0.01%
58,972
-44,123
1048
$2.54M 0.01%
88,695
+17,933
1049
$2.53M 0.01%
39,190
-17,620
1050
$2.53M 0.01%
51,118
+2,754
40 41
42
43 44